Investment calculators
Work out what an investment grows to, what a goal needs, or what an investment has returned. Each calculator shows how it works the figures out.
Which calculator do I need?
Pick what you are doing.
- I invest a fixed amount every monthSIPStep-up SIPXIRR
- I invest a sum onceLumpsumCAGR
- I am saving for somethingGoal planningRetirement
- I want a monthly income from a sumSWPRetirement
- I move money from one fund to anotherSTP
- I hold a mutual fundMutual fund returnsXIRR
- I bought a share at different pricesStock average
- I have money in a depositCompound interestSimple interest
Three to start with
Each opens on these figures; change any of them to see your own.
SIP calculatorWhat a fixed monthly investment grows to over the years at a steady return.
- Monthly investment
- ₹10,000
- Expected return a year
- 12%
- Time period
- 10 years
- Investment
- ₹1,00,000
- Expected return a year
- 12%
- Time period
- 10 years
- What the goal costs today
- ₹20,00,000
- Years to the goal
- 10 years
- Inflation a year
- 6%
- Expected return a year
- 12%
What an investment grows to
Planning a goal or an income
- SWP calculatorHow long a sum lasts when you withdraw a fixed amount from it every month.
- STP calculatorWhat a sum moved monthly from one fund to another is worth at the end.
- Goal planning calculatorThe monthly SIP or one-time sum needed to reach a goal, with inflation.
- Retirement calculatorThe sum needed at retirement for your expenses, and the SIP that builds it.
Working out a return
- CAGR calculatorThe steady yearly growth rate between a starting and an ending value.
- XIRR calculatorThe yearly return on investments made and withdrawn on different dates.
- Mutual fund returns calculatorYour gain on a mutual fund from the NAV you bought at and the NAV today.
- Stock average calculatorThe average price paid for shares bought at different prices.