Education Tools

Mutual fund calculators for structured discussions.

Use these calculators to understand possible investment journeys before a review conversation. Results are illustrative and not a return promise.

Important: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. These calculators are for education and discussion support only.

Calculator 01

SIP Calculator

Estimate the future value of a monthly SIP using an expected annual return assumption.

Illustrative

Monthly SIP amount Expected annual return (%) Time period (years)

Starting monthly SIP Annual step-up (%) Expected annual return (%) Time period (years)

Lumpsum amount Monthly SIP amount Expected annual return (%) Time period (years)

Current age Retirement age Current monthly expenses Inflation assumption (%) Post-retirement years Expected return before retirement (%)

Current loan outstanding Current EMI Loan interest rate (%) Remaining loan tenure (years) SIP period before prepayment (years) Expected SIP return (%)

01Regular EMI continuesEMI 25,000/-

02Parallel SIP builds corpusSIP 0/-

03Corpus used for prepayment0/-

04Possible interest saving0/-

Estimated value0/-

Invested amount0/-

Estimated gain0/-

SIP values are calculated using monthly compounding for education and discussion support.

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