These calculators use a rate of return you choose, purely to illustrate how the maths of investing works. They are educational tools, not a promise of what any scheme will actually return.
Illustrative only, based on the rate of return you set above, compounded monthly. Actual mutual fund returns are market-linked and not guaranteed.
A step-up SIP increases your monthly instalment every year by the percentage you set. Illustrative only — actual returns are market-linked and not guaranteed.
Illustrative only, based on the rate of return you set above, compounded annually. Actual mutual fund returns are market-linked and not guaranteed.
Illustrative only. Shows the approximate monthly SIP needed to reach your goal amount at the assumed rate of return.
Illustrative only, based on the Section 80C deduction limit of ₹1.5 lakh (combined across all 80C instruments) and the tax slab you select. Please consult a qualified tax professional for advice specific to your situation.
A Systematic Withdrawal Plan (SWP) withdraws a fixed amount at regular intervals from your mutual fund investment. Illustrative only — assumes a constant monthly rate of return, which real markets do not deliver in a straight line.
These are illustrative tools, not a forecast. The rate of return used above is chosen by you for illustration and does not represent the actual or expected performance of any specific mutual fund scheme. Mutual Fund investments are subject to market risks; please read all scheme related documents carefully before investing.