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Lumpsum investment

A one-time investment, compounded at your chosen frequency.

Investment amount

Expected annual return (%)

Time horizon (years)

Compounding

Annual Semi-annual Quarterly Monthly

Future value

—

Total invested

—

Estimated gains

—

Invested vs gains vs future value

SIP — Systematic Investment Plan

Invest a fixed amount every month and watch your wealth compound.

Monthly investment

Expected annual return (%)

Time horizon (years)

Final corpus

—

Total invested

—

Estimated gains

—

Invested vs gains vs final corpus

Systematic Withdrawal Plan

Withdraw a fixed amount monthly while the balance keeps earning returns.

Starting corpus

Monthly withdrawal

Expected annual return (%)

Years

Ending balance

—

Total withdrawn

—

Returns earned

—

Balance over time

—

Loan / EMI

Standard reducing-balance EMI for any loan type.

Loan amount

Annual interest rate (%)

Tenure

Years Months

Monthly EMI

—

Total interest

—

Total payable

—

Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Koshpath is the mutual fund distribution practice of Punit Sharma, AMFI Registered Mutual Fund Distributor, ARN-341000. This page is published for information and education only. It is not investment, tax or legal advice, and it is not an offer or a recommendation to buy, sell or hold any security or scheme. It does not take your personal circumstances into account, and no return is promised, guaranteed or assured.

Past performance is not indicative of future returns. Any figures, charts and calculators shown here are illustrations built on the assumptions and sources stated on the page; actual outcomes will differ. Tax treatment depends on your individual position and on law that can change — confirm your own position with a qualified tax adviser before you act.

As a distributor, Koshpath receives commission from asset management companies on investments made through it. Before investing, please read the Scheme Information Document and the Key Information Memorandum of the scheme.