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Investment Calculators

Understand how your investments, savings and goals may evolve over time with simple interactive calculators.

SIP Lumpsum SWP CAGR Goal Planner XIRR
Calculator 01

SIP Calculator

Estimate the future value of a monthly SIP based on your investment period and expected annual return.

Estimated Future Value
₹0
Total Invested ₹0
Estimated Gain ₹0
Monthly SIP ₹0
Period 0 years
This is an illustration based on the assumed return entered above. Actual investment returns may vary.
Calculator 02

Lumpsum Calculator

Estimate how a one-time investment could grow over a chosen period.

Estimated Future Value
₹0
Initial Investment ₹0
Estimated Gain ₹0
Return 0%
Period 0 years
Calculator 03

SWP Calculator

Estimate the value remaining after regular withdrawals from an investment portfolio.

Estimated Balance
₹0
Initial Investment ₹0
Total Withdrawals ₹0
Monthly Withdrawal ₹0
Period 0 years
The calculation assumes a constant return and monthly withdrawals. Actual portfolio outcomes can differ significantly.
Calculator 04

CAGR Calculator

Calculate the annualised growth rate between an initial and final investment value.

CAGR
0%
Initial Value ₹0
Final Value ₹0
Calculator 05

Goal Planner

Estimate the monthly investment required to reach a future financial goal.

Required Monthly SIP
₹0
Future Goal ₹0
Time 0 years
The required SIP is calculated using the assumed annual return.
Calculator 06

XIRR Calculator

Calculate an annualised return when investments and withdrawals happen on different dates.

Enter one transaction per line in this format:
YYYY-MM-DD,Amount

Investments should normally be negative and money received should normally be positive.
Annualised XIRR
—
Enter your cash flows and calculate.

Want to understand your numbers?

Use the calculators as a starting point and discuss your goals, portfolio and financial requirements with KAPSiNVESMENT.

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