Calculate mutual fund returns with precision. Track SIP investments, compare schemes, and plan retirement with advanced projection tools.
Download SIP Calculator Wealth PlannerChoose your financial planning bonus and start building wealth today
All features subject to data availability. Premium tools require account creation. Historical data provided for informational purposes only. Past performance does not guarantee future results.
SIP Calculator Wealth Planner processes your investment parameters through compound interest algorithms that account for monthly contributions, expected returns, and time horizons. The engine calculates future value using the formula FV = P × [(1 + r)^n - 1] / r × (1 + r), where systematic investment plans accumulate wealth through rupee cost averaging.
The calculator integrates real-time NAV data from mutual fund houses to provide accurate current valuations. When you input monthly SIP amount, investment duration, and expected annual return rate, the system generates projected corpus values, total invested amount, and wealth gained. The lump sum calculator runs parallel computations for one-time investments using simple FV = PV × (1 + r)^n methodology.
Goal-based planning modules reverse-engineer required monthly investments by working backward from target corpus amounts. The retirement planner factors in inflation rates, post-retirement expenses, and life expectancy to determine adequate corpus size. Tax-saving calculators identify ELSS fund contributions that qualify for Section 80C deductions up to 1.5 lakh rupees annually.
Compute exact future value of systematic investment plans with monthly contribution amounts ranging from 500 to 1 lakh rupees. Adjust expected annual returns between 8% and 18% to model different fund performance scenarios. View breakup of invested capital versus wealth appreciation in graphical format.
Define financial targets like child education corpus of 50 lakhs in 15 years or house down payment of 30 lakhs in 7 years. The calculator determines monthly SIP amount needed to reach each goal based on expected market returns. Track multiple goals simultaneously with separate calculation sheets.
Calculate growth of one-time investments across time periods from 1 year to 30 years. Compare lump sum versus SIP returns side-by-side to identify optimal investment strategy. Factor in dividend reinvestment and capital gains taxation for accurate net return projections.
Input current age, retirement age, monthly expenses, and life expectancy to calculate required retirement fund size. The planner accounts for 6% annual inflation on expenses and generates monthly SIP recommendation to build adequate corpus. View year-by-year corpus depletion schedule for post-retirement phase.
Analyze up to 10 mutual fund schemes simultaneously across parameters like 3-year returns, 5-year returns, expense ratio, and Sharpe ratio. Filter funds by category including large cap, mid cap, small cap, hybrid, and debt funds. Access historical NAV charts and rolling return data for performance evaluation.
Maintain complete record of all mutual fund holdings with folio numbers, scheme names, units held, and purchase NAV. The tracker fetches current NAV daily to compute present portfolio value and absolute returns. Export portfolio summary as PDF for tax filing and financial planning consultations.
Developer: FinTech Solutions Inc
Version: 3.2.1 released July 2026
Platform: Android 6.0 and above
Category: Finance tools for retail investors and financial planners
Free download for Android. No account required to use basic calculators. Install completes in under 60 seconds.
Download for AndroidCompatible with Android 6.0 and higher. Contains ads. Suitable for all ages. Premium features available via in-app purchase.