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Estimate mutual fund growth for one-time investing or SIP-based investing, with returns, total value, and inflation-adjusted output.
Estimate mutual fund growth for one-time investing or SIP-based investing, with returns, total value, and inflation-adjusted output.
One-time / Monthly SIP
Switch between a single lump-sum investment and recurring monthly investing.
Total investment / Monthly investment
Enter either the lump-sum amount or the monthly SIP amount, depending on the mode.
Step-up each year
Increase the SIP amount annually to reflect future income growth.
Expected return rate
Annual growth assumption used to estimate mutual fund returns.
Time period
How long the money stays invested.
Inflation rate
Used to show an inflation-adjusted version of the projected value.
Currency
Changes the currency display for the results.
Reset
Restores the default mutual fund example.
Summary block
Shows invested amount, estimated returns, total portfolio value, and inflation-adjusted value.
Portfolio growth chart
Compares invested amount, estimated returns, projected portfolio value, and inflation-adjusted value over time.
Yes. You can switch between one-time investment mode and monthly SIP mode depending on how you plan to invest.
Step-up increases your SIP amount every year, which helps model a savings plan that grows with your income.
It helps you compare the projected portfolio value with an estimated real-value view after accounting for the selected inflation assumption.
Explore a few closely related tools to continue the same task or compare another approach.
Estimate invested amount, expected returns, and future portfolio value for one-time or SIP-based mutual fund investing.
Total Investment
Rs 1,00,000
Rs
Expected Return Rate
12%
%
Time Period
10 years
Yr
Inflation Rate
6%
%
Used to calculate inflation-adjusted value.
Invested Amount
Estimated Returns
Total Value
Inflation-adjusted Value
Inflation Assumption
Invested amount
Estimated returns