Mutual Fund Investment Calculators
Calculate and visualize your Systematic Investment Plan (SIP), Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) to optimize your investment strategy.
Systematic Investment Plan (SIP) Calculator
A Systematic Investment Plan is about investing a small amount over time rather than investing one-time huge amount resulting in a higher return.
If you invest ₹500/- per month for a period of 30 years, you can create your wealth equivalent to ₹35,04,910/-.
Total investment in this period is ₹1,80,000/-.
SIP Results
Invested Amount
₹6,00,000
Estimated Returns
₹5,49,542
Total Value
₹11,49,542
| Year | Investment | Interest Earned | Total Value |
|---|
Disclaimer: The SIP calculator by Atharva Infinite Edge LLP is for informational purposes only and does not guarantee future returns. Mutual fund investments are subject to market risks, and the calculator's results are based on assumed growth rates, which may not reflect actual performance. Investors are strongly advised to consult their financial advisor before making any investment decisions, as Atharva Infinite Edge LLP is not responsible for any financial losses arising from its use.
Systematic Transfer Plan (STP) Calculator
A Systematic Transfer Plan allows you to transfer a fixed amount from one mutual fund to another at regular intervals. This helps in gradually shifting funds from less risky to more risky investments or vice versa.
STP Results
Remaining in source fund
₹0
Accumulated in target fund
₹0
Total value
₹0
How STP works: You start by investing a lump sum amount in a source fund (typically a debt or liquid fund). Then, a fixed amount is periodically transferred to a target fund (typically an equity fund) over a specified period. This strategy helps in reducing the impact of market volatility by averaging your purchase price in the target fund.
Disclaimer: The STP Calculator by Atharva Infinite Edge LLP is for informational purposes only and does not guarantee future returns. Mutual fund investments are subject to market risks, and the calculator's results are based on assumed growth rates, which may not reflect actual performance. Investors are strongly advised to consult their financial advisor before making any investment decisions.
Systematic Withdrawal Plan (SWP) Calculator
A Systematic Withdrawal Plan allows you to withdraw a fixed amount from your mutual fund investment at regular intervals. This helps in creating a steady income stream from your investments.
SWP Results
Invested Amount
₹0
Total Withdrawal
₹0
Final value
₹0
How SWP works: You start with a lump sum investment in a mutual fund. Then, you withdraw a fixed amount periodically to meet your regular income needs. The remaining corpus continues to grow based on market returns. This strategy helps in creating a regular income stream while potentially preserving your capital for the long term.
Disclaimer: The SWP Calculator by Atharva Infinite Edge LLP is for informational purposes only and does not guarantee future returns. Mutual fund investments are subject to market risks, and the calculator's results are based on assumed growth rates, which may not reflect actual performance. Investors are strongly advised to consult their financial advisor before making any investment decisions.