Resources

Calculators

Quick, illustrative answers for a client meeting: what a SIP could grow to, what a goal needs, what a loan costs. Every result shows its assumptions.

SIP

What a monthly SIP could grow to.

Illustrative

Lumpsum

What a one-time investment could grow to.

Illustrative

Step-up SIP

A SIP that rises every year.

Illustrative

SIP target

The monthly SIP needed for a target amount.

Illustrative

Step-up SIP target

The starting SIP needed for a target, with a yearly step-up.

Illustrative

SIP to SWP

Build a corpus with a SIP, then draw a monthly income from it.

Illustrative

Retirement

The corpus a retirement needs, and the SIP to get there.

Illustrative

Child education

What education will cost, and the SIP to fund it.

Illustrative

FD-based retirement

How long a fixed-deposit corpus lasts against rising expenses.

Illustrative

Capital gains tax

Tax on gains from selling equity or debt mutual fund units.

Illustrative

EMI

The monthly instalment on a loan, and the interest paid.

Illustrative

Buy vs rent

Owning a home against renting and investing the difference.

Illustrative

Car vs commute

Owning a car against paying for daily travel.

Illustrative

FD vs RD

A lumpsum fixed deposit against a monthly recurring deposit.

Illustrative

Endowment vs term

An endowment plan against term cover plus investing the difference.

Illustrative

Results are illustrative, based on the assumptions shown. They are not a guarantee of future returns or investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Tax figures use the rules for listed equity and debt mutual funds as of 2025-26, before surcharge and cess; check the current rules or ask a tax professional before acting.