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Investment planning tool

Plan your investment contribution

Explore how regular or one-time contributions may grow under a rate of return assumption. This is an illustration, not a forecast.

Set your plan

Choose a contribution type and edit the assumptions below.

Illustration only
Important

Returns from mutual fund investments are not assured. Change the rate to explore different scenarios.

How it works

Two simple planning approaches

Use the calculator to compare contribution styles—not to predict how a scheme will perform.

Monthly SIP

Enter a regular monthly contribution. The calculation applies the selected annual rate as a monthly assumption over your chosen period.

One-time investment

Enter a single amount. The calculation compounds the selected annual rate across the investment period.

Before you decide

Keep estimates in perspective

Mutual fund returns can be positive or negative and may vary materially from any assumed rate. Review scheme documents, risk factors, costs and your objectives before investing.

Mutual fund disclosure: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. This tool does not recommend a scheme, guarantee any return, or replace professional advice.