Investment returns Calculators

Estimates future value of monthly/quarterly investments.

📊 Invested amount

Finds SIP needed to reach a target corpus.

📊 Required SIP

Models annual SIP increases as income rises.

📊 Corpus

Estimates maturity value of a one-time investment.

📊 Maturity value

Combines SIP and lumpsum projections.

📊 Corpus

Shows how regular withdrawals affect corpus longevity.

📊 Final balance

Models systematic transfer from one fund to another.

📊 Source balance

Calculates annualized growth rate.

📊 Annualized return percentage.

Annualizes irregular cashflows like SIPs, SWPs and redemptions.

📊 XIRR %

Annualizes periodic cashflows.

📊 IRR %

Values a stream of future cashflows today.

📊 Net present value

Measures simple return on investment.

📊 ROI %

Discounts a future amount to today's value.

📊 Present value

Projects today's value into the future.

📊 Future value

Shows return after inflation.

📊 Real return %

Estimates time to double, triple or quadruple money.

📊 Years to double/triple/quadruple.

Calculates weighted return across holdings.

📊 Portfolio return

Computes average buy price after multiple purchases.

📊 Average price

Projects wealth when dividends are reinvested.

📊 Share count

Computes bond price or yield to maturity.

📊 YTM

Measures bond interest-rate sensitivity.

📊 Duration

Compares taxable and tax-free instruments.

📊 Equivalent taxable yield.