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Tools & Calculators
Wealth Calculator
Model SIP and lumpsum investments across domestic mutual funds, foreign ETFs, and personal goals — with step-up, currency effects, and blended portfolio analysis.
01 Investment mode
Regular monthly investment amount
% increase in SIP every year — 0 means no step-up
Nifty 50 5Y CAGR ≈ 10.1% | Midcap 150 ≈ 19.2%
02 Scheme allocation
Large cap
Nifty 50 · 5Y total: 61.3%
→ 10.1% p.a. CAGR · Source: NSE
→ 10.1% p.a. CAGR · Source: NSE
—
Mid cap
Nifty Midcap 150 · 5Y total: 140%
→ 19.2% p.a. CAGR · Source: NSE
→ 19.2% p.a. CAGR · Source: NSE
—
Small cap
Nifty Smallcap 250 · 5Y total: 129%
→ 18.1% p.a. CAGR · Source: NSE
→ 18.1% p.a. CAGR · Source: NSE
—
% increase applied equally to each scheme's SIP per year
03 Foreign ETF parameters
Select a benchmark — or pick Custom and enter your own return rate
Always editable — overrides preset value
Historical avg ~3–4% p.a. This boosts your INR-equivalent returns
Converted to USD monthly at the prevailing rate
Base rate for monthly SIP conversion into USD
⚠ Your annual investment exceeds the LRS limit of $250,000 (~₹2.1 Cr at current rate). Please verify RBI/LRS guidelines before proceeding.
04 Define your goal
e.g. 10000000 = ₹1 Crore | 50000000 = ₹5 Crore
For your domestic MF / equity portfolio
Reduces the SIP needed — enter 0 if none
Higher step-up = lower starting SIP needed