Tools

MF Calculators

Plan your investments with our easy-to-use mutual fund calculators. Estimate returns for SIP, Lumpsum, SWP and STP investments.

SIP Calculator

A Systematic Investment Plan (SIP) lets you invest a fixed amount regularly. Calculate the wealth you can create over time.

₹500₹1L
%
1%30%
Yr
1 Yr40 Yr
Total Value ₹0
Invested Amount ₹0
Est. Returns ₹0
Total Value ₹0
Start Investing

Lumpsum Calculator

Calculate the future value of a one-time lump sum investment in mutual funds based on expected rate of return and time period.

₹1K₹10L
%
1%30%
Yr
1 Yr40 Yr
Total Value ₹0
Invested Amount ₹0
Est. Returns ₹0
Total Value ₹0
Start Investing

SWP Calculator

A Systematic Withdrawal Plan (SWP) lets you withdraw a fixed amount from your investment regularly. Calculate how long your corpus will last.

₹10K₹50L
₹500₹1L
%
1%30%
Yr
1 Yr40 Yr
Final Value ₹0
Total Invested ₹0
Total Withdrawn ₹0
Final Value ₹0
Talk to Advisor

STP Calculator

A Systematic Transfer Plan (STP) transfers a fixed amount periodically from one mutual fund scheme to another. Calculate the final value of both your source and target funds.

₹10K₹50L
₹500₹1L
%
1%20%
%
1%30%
Yr
1 Yr20 Yr
Target Value ₹0
Source Fund Value ₹0
Target Fund Value ₹0
Total Portfolio Value ₹0
Talk to Advisor
How It Works

Understanding Your Calculators

SIP Calculator

Calculates the future value of regular monthly investments using compound interest. Formula: M × {[(1 + r)ⁿ – 1] / r} × (1 + r)

Lumpsum Calculator

Calculates the future value of a one-time investment using compound interest. Formula: P × (1 + r)ⁿ

SWP Calculator

Calculates the remaining corpus after periodic withdrawals, factoring in continued growth of the invested amount.

STP Calculator

Calculates the value of both source and target funds as periodic transfers move money from a debt fund to an equity fund.

* The calculators are for illustration purposes only. Mutual fund investments are subject to market risks. Past performance is not indicative of future returns. Please read all scheme-related documents carefully before investing.