Wealth Planner

Mutual Fund Calculators

SIP, SWP, XIRR and fund calculators

Choose by decision

Start with the question you need to answer

6 calculators
Build a monthly planProject a regular SIP first.Plan withdrawalsStress-test an SWP and taxes.Measure real returnsUse dated cash flows for XIRR.

All mutual fund calculators

SIP Calculator

Calculate returns on Systematic Investment Plan

SWP Calculator

Plan systematic withdrawals from your investments

Step-Up SIP

SIP with annual increase for better returns

Lumpsum Calculator

Calculate future value of a one-time mutual fund investment

Expense Ratio

See how expense ratios eat into your returns

XIRR Calculator

Calculate extended internal rate of return