Build Wealth Mutual Fund Calculator

If you belong to the crowd which lacks the time and expertise to invest in individual stocks, then you have knocked on the right door. Through mutual funds , your money is allocated into different businesses, managed by professional fund managers. To put it this way, your money is in the best hands. For more details on benefits of mutual funds, check out our knowledge material here.
Once you invest in mutual funds, your work here is done. So sit and back and relax and let your wealth build over time.

> Fix a financial goal
Before investing, it is always wise to decide your goal that you want to reach and the time horizon in which you want to get there. Starting with penning down what you think is best for you is a good start.
> Establish goal timelines - Unless we know when you need the money, it is difficult to ascertain how much risk should be taken with your investments. When people invest in midcap funds with the intention of withdrawing in 2 years, only because those funds showed the highest historical returns, it is likely to result in a poor experience.
> Establish your risk appetite - Not everyone has a similar capacity to survive through volatility or accept a loss of capital in an eventuality. Check out your risk profile with our Risk Profile Calculator
> Pick the perfect fund for you - Based on your goal, time horizon, risk appetite and other parameters which are material to evaluate mutual funds, choose the fund that best suits your situation
> Seek advice from experts - Investment in Mutual funds can be complicated for some. Add to that the need to be on top of your portfolio even if the investment is for the long term. We are a bunch of financial experts here to help you with situations exactly like these. Know what's special about us and immediately get connected to our specialists.

Goal Based Investing process answers this question very simply. In case you do not have a goal, reach out to us and we will help you decide the right amount of savings that should be invested in mutual funds. And no, not all of your savings need to go into mutual funds.

Returns from mutual funds depends on what kind of fund you have chosen to invest in. Equity mutual funds give inflation beating returns over the long run. Debt mutual funds being debt products would give lower returns in most cases. How much return should you expect can be established once your portfolio is defined. Contact us to arrive at the appropriate portfolio for yourself.

Equity Linked Savings Scheme is the best known tax saving investment option so far. It not only cuts down your tax expense upto 1.5 Lakhs but also lets you build wealth substantially. Use our "ELSS Calculator"" to figure out how much tax you can save and how much wealth you can create.

Investment through SIPs let you build wealth in a more disciplined way by investing a small amount every month. Since equity markets are generally volatile, it is advisable to invest through SIPs in the Equity Mutual Funds to benefit form the averaging out of purchase prices and get an inflation beating return. Get more clarity on SIPs in equity mutual funds here.
Lump sum investment refers to investing in one go. If your savings are unpredictable and you have spare money which you can invest for the long term,lump sum investments can also be done. However, in equity markets, we recommend a more staggered approach through STPs (Systematic Transfer Plans).

It is no more complicated than just inserting the right numbers and clicking the 'Next' button. Get started now with these easy steps!

1) Choose an Investment type. Decide if you want to invest a fixed amount altogether or if you want to opt for a more disciplined way of creating wealth over the long term by investing small sums every month.
2) Decide the amount you want to invest and the period during which you can stay invested.
3) Let our calculator crunch the numbers and make your decision based on our calculator's accurate results and our expert advice! Get in touch with us now!