Mutual Fund Calculators

01

SIP (Systematic Investment Plan)

Calculates the future value of periodic investments based on tenure and expected return rate.

02

Step-Up SIP Calculator

Considers annual increments in SIP contributions for a more dynamic growth projection.

03

Lump Sum Calculator

Estimates the maturity value of a one-time investment in a mutual fund.

04

XIRR (Extended Internal Rate of Return) Calculator

Calculates the annualized returns for investments with irregular cash flows.

05

SWP (Systematic Withdrawal Plan) Calculator

Computes the remaining balance after periodic withdrawals from a mutual fund.

06

Mutual Fund Goal Planner

Helps investors determine the monthly SIP required to achieve a specific financial goal.

07

CAGR (Compound Annual Growth Rate) Calculator

Calculates the annualized growth rate of a mutual fund investment over time.

08

NAV (Net Asset Value) Calculator

Computes the current market value of the investment based on units held and current NAV.

09

SIP Delay Calculator

Shows the impact of delaying SIP investments by a certain period.

10

Risk Adjusted Return Calculator

Evaluates the returns of a mutual fund concerning the risks taken (e.g., using Sharpe Ratio).

11

Inflation-Adjusted Return Calculator

Computes real returns after accounting for inflation over the investment period.

12

Child Education Fund Calculator

Tailored to project the SIP required for building a corpus for a child’s education.