Mutual Fund Calculators

SIP, lumpsum, SWP, STP, XIRR, capital gains tax and tax-harvesting calculators for investors and mutual fund distributors, with a branded client card for MFDs.

📈SIP CalculatorEstimate mutual fund SIP value, with optional yearly step-up.💰Lumpsum CalculatorWhat a one-time mutual fund investment could grow to, in today's money too.🏦SWP Calculator (Systematic Withdrawal Plan)Monthly income from your corpus: how long it lasts and the safe amount.🌅SIP to SWP CalculatorSIP now, monthly pension later: corpus and the income it can pay.🔁STP Calculator (Systematic Transfer Plan)Park a lumpsum in a liquid fund and move it to equity month by month.⚖️SIP vs Lumpsum vs STP CalculatorSame money, three ways to invest it: compare the final values.⏳SIP Cost of Delay CalculatorHow much less you end up with if you start your SIP a few years late.🧮XIRR CalculatorReal yearly return of SIPs and irregular investments, with dates.🧾Mutual Fund Capital Gains Tax CalculatorLTCG or STCG and the tax on selling equity, debt or hybrid fund units.🌾LTCG Tax Harvesting CalculatorHow much equity fund gain to book tax-free this year, and the tax it saves.🧭SIF Calculator (Specialised Investment Fund)SEBI's new SIF vs mutual fund vs PMS after costs, with the ₹10 lakh minimum check.