Plan with numbers
Illustrative investment calculators
Enter your own figures below. Every result updates immediately and is clearly marked as illustrative.
These calculations are illustrative and based on the values entered by you. Actual mutual fund returns are market-linked and may be higher or lower. This is not a guarantee of future returns.
SIP Calculator
Estimate the future value of a monthly Systematic Investment Plan (SIP).
Projected Future Value
₹0
- Total Invested
- ₹0
- Estimated Gain
- ₹0
These calculations are illustrative and based on the values entered by you. Actual mutual fund returns are market-linked and may be higher or lower. This is not a guarantee of future returns.
Lump-Sum Calculator
Estimate the future value of a one-time investment.
Projected Future Value
₹0
- Total Invested
- ₹0
- Estimated Gain
- ₹0
These calculations are illustrative and based on the values entered by you. Actual mutual fund returns are market-linked and may be higher or lower. This is not a guarantee of future returns.
Step-Up SIP Calculator
Estimate the future value of a SIP where your monthly investment increases every year — by a percentage or by a fixed rupee amount.
Projected Future Value
₹0
- Total Invested
- ₹0
- Estimated Gain
- ₹0
- Starting monthly SIP
- ₹0
- Final monthly SIP
- ₹0
- Investment duration
- 0 yrs
- Selected annual step-up
- —
Yearly contribution breakdown
How your monthly SIP — and the estimated portfolio value — changes at the end of each year.
| Year | Monthly SIP | Invested that year | Estimated year-end value |
|---|
These calculations are illustrative and based on the values entered by you. Actual mutual fund returns are market-linked and may be higher or lower. This is not a guarantee of future returns.
Start Early Comparison
See how starting the same monthly SIP earlier, and staying invested longer, changes the illustrative outcome by your goal age.
Starting earlier
0 years invested
₹0
Starting later
0 years invested
₹0
Illustrative advantage of starting earlier
₹0
These calculations are illustrative and based on the values entered by you. Actual mutual fund returns are market-linked and may be higher or lower. This is not a guarantee of future returns.
Systematic Withdrawal Plan Calculator
A Systematic Withdrawal Plan allows an investor to withdraw a selected amount from a mutual fund investment at regular intervals. The remaining investment continues to be affected by market performance.
Estimated Remaining Balance
₹0
- Initial investment
- ₹0
- Planned monthly withdrawal
- ₹0
- Total amount withdrawn
- ₹0
- Estimated investment growth
- ₹0
- Withdrawal period
- 0 yrs
- Successful withdrawals
- 0 of 0 months
Balance and withdrawals over time
Yearly schedule
Opening balance, withdrawals, estimated growth, and closing balance for each year. If the portfolio is depleted partway through a year, the amount shown is what was actually withdrawn, not the original plan.
| Year | Opening balance | Withdrawn | Estimated growth | Closing balance |
|---|
This calculation is illustrative and does not represent or guarantee returns from any mutual fund scheme. Actual results may vary due to market movements, scheme performance, expenses, exit loads, taxes, and the timing of transactions.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Tax treatment of withdrawals depends on the type of mutual fund, holding period, applicable tax laws, and the investor's circumstances. Consult a qualified tax professional where necessary.
These calculations are illustrative and based on the values entered by you. Actual mutual fund returns are market-linked and may be higher or lower. This is not a guarantee of future returns.
Want help turning this into a plan?
These calculators are a starting point. Talk to Sh. Rajinder Singh about what fits your situation.