SIP Calculator
See what a monthly mutual fund SIP could grow to, with an optional yearly step-up.
Lump sum and mutual fund return calculator
Two ways to use it: project a one-time investment forward, or measure the yearly return you have earned so far.
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How to use it
- Choose to find a future value or the CAGR.
- Enter the amount invested and the years.
- Enter the expected return, or the current value, and read the result.
Questions people ask
What is CAGR?
Compound annual growth rate is the single yearly rate that would take your money from its starting value to its ending value over the years, with growth compounding each year. Rs 1,00,000 growing to Rs 1,76,234 in 5 years is 12% CAGR.
Is CAGR the same as XIRR?
No. CAGR suits one investment made once. If you invested through a SIP or made several deposits and withdrawals, XIRR is the right measure and needs each date and amount.
Does the projection include tax and charges?
No. It is before capital gains tax, the fund's expense ratio and any exit load. Past returns do not guarantee future returns.
Want this inside your own account?
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