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Compound interest, SIP, lumpsum, CAGR, SWP, and wealth planning.
Calculate weighted average buy price with advanced P/E, EPS, PEG, and target price projection analysis.
Calculate future wealth generated through monthly Systematic Investment Plans in mutual funds.
See how increasing your SIP by 10-15% every year exponentially magnifies your long-term wealth.
Calculate the maturity value and compounding returns on one-time lumpsum investments.
Calculate compound interest with annual, semi-annual, quarterly, or monthly compounding.
Calculate Compound Annual Growth Rate to compare past performance of stocks and mutual funds.
Calculate regular monthly cash payouts and remaining balance from mutual fund investments.
Compare long-term terminal returns of Irish-domiciled Accumulating (Acc) vs Distributing (Dist) ETFs with 15% US treaty dividend WHT.
A SIP invests a fixed amount monthly to acquire mutual fund units at varying NAVs. Over 10 to 15 years, rupee-cost averaging combined with reinvested capital gains creates exponential compounding acceleration.
A Step-Up SIP increases your monthly contribution annually (typically by 10%). Because you invest more as your salary grows, a Step-Up SIP frequently produces a 50% to 65% larger final corpus compared to a static flat SIP.
Under the amended Finance Act 2024 provisions, Long-Term Capital Gains (LTCG) on equity funds exceeding ₹1,25,000 in a financial year are taxed at 12.5% (without indexation), while Short-Term Capital Gains (STCG) are taxed at 20%.
Historically over 15 to 20-year rolling periods, the NIFTY 50 Total Returns Index (TRI) has delivered between 12% and 14% annualized CAGR, making 12% a standard conservative benchmark for long-term planning.