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Valsynk Investments Private Limited  ·  ARN 356708  ·  AMFI Registered Mutual Fund Distributor & SIF Distributor
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Calculators

Goal based SIP calculator

Start from the goal and work backwards. Enter the amount you want and when you want it, and see the monthly SIP that would be needed.

SIPStep up SIPGoalLump sumSWPRetirementChild educationCost of delayInsurance cover

Want to see how this fits your own situation?

Talk to us for about 30 minutes. We will carry your numbers across so you do not have to repeat them.

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How this is calculated

We work out the monthly amount that would grow to your target by the end of the period, assuming equal instalments at the start of each month and the yearly return you choose. A lower return needs a higher SIP, so we show three cases.

What it is not

It does not refer to any scheme. It is not a forecast, a recommendation or a promise of returns. Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.

Questions

Why does a lower return need a higher SIP?+
If your money grows less, you have to put in more to reach the same amount.
Does the goal amount include inflation?+
Not by itself. If your goal is priced in today’s money, use the education or retirement calculators, which add price rises, or raise the target yourself.
Is this a recommendation?+
No. It is arithmetic to help you think. We can talk through your goal on a call.

Related calculators

SIP calculator

Work out what a monthly SIP could grow to. You choose the return, and we show a lower and a higher case beside it.

Child education calculator

Estimate the cost of a course in the future and the monthly SIP that could build up to it, at returns you choose.

Retirement calculator

Estimate how much you may need on the day you stop working, and the monthly SIP that could build it, at returns you choose.