Investment & Mutual Fund Calculators
Forecast your wealth creation using precise annuity-due compounding formulas. Evaluate SIP discipline versus lumpsum investing.
Core Investment Tools
SIP Calculator
Standard monthly compounding mutual fund systematic investment planning tool.
Step-Up SIP Calculator
Analyze how an annual percentage contribution hike accelerates long-term wealth accumulation.
Lumpsum Calculator
Calculate the long-term future value of a one-time equity or mutual fund investment.
SWP Calculator
Model regular monthly cash withdrawals and capital longevity from your mutual fund corpus.
CAGR Calculator
Compute the compound annual growth rate and absolute returns of any multi-year investment.
Compound Interest Calculator
Analyze the exponential power of annual, quarterly, and monthly compounding.
NPS Calculator
Model National Pension System Tier-1 wealth accumulation, 60% lump sum, and lifelong pension annuity.
Inflation Calculator (CII)
Project future purchasing power erosion and index capital gains with the official CBDT Cost Inflation Index.
NPS vs EPF Calculator
Compare 8.25% sovereign EPF vs 10.5% market NPS, 60% lump-sum rules, and Section 80CCD(1B) tax savings.
Capital Gains Tax (Budget 2024)
Compute revised 12.5% LTCG, 20% STCG, ₹1.25L exemption, and property grandfathering indexation choices.
FIRE Calculator (Early Retirement)
Calculate your exact early retirement corpus, safe withdrawal rate, and milestone targets across Lean/Fat/Coast FIRE.
Step-Up SWP Calculator
Model inflation-adjusted monthly pension payouts, portfolio longevity, and safe starting withdrawals.
Portfolio Rebalancing Calculator
Measure asset allocation drift and execute tax-smart cash flow rebalancing with zero capital gains friction.
Featured Investment Scenarios
Illustrative compounding scenarios computed at 12% long-term historical equity CAGR.