Investment Calculators — IPFS Elite Wealth Management

I want to invest

₹500₹10,00,000

Over a period of

Years

1 Year40 Years

Expected rate of return

1%30%

I want to achieve

₹10,000₹10,00,00,000

I will invest

Over a period of

Years

1 Year40 Years

Expected rate of return

1%30%

Required Monthly SIP

₹0

I want to invest

₹500₹10,00,000

I want to achieve

₹10,000₹10,00,00,000

Expected rate of return

1%30%

Investment Period Required

0 Years

Invested Amount

Resultant Amount

Year	Invested Amount (₹)	Resultant Amount (₹)	Gains (₹)

Invested Amount

₹0

Est. Returns

₹0

Resultant Amount

₹0

Total investment

₹1,000₹1,00,00,000

Over a period of

Years

1 Year40 Years

Expected rate of return

1%30%

I want to achieve

₹10,000₹10,00,00,000

Over a period of

Years

1 Year40 Years

Expected rate of return

1%30%

Lumpsum Required Today

₹0

I am investing

₹1,000₹1,00,00,000

I want to achieve

₹10,000₹10,00,00,000

Expected rate of return

1%30%

Time Required

0 Years

Invested Amount

Resultant Amount

Year	Invested Amount (₹)	Resultant Amount (₹)	Gains (₹)

Invested Amount

₹0

Est. Returns

₹0

Resultant Amount

₹0

Total investment (corpus)

₹10,000₹5,00,00,000

Monthly withdrawal amount

₹500₹5,00,000

Expected rate of return

1%30%

Withdrawal period

Years

1 Year30 Years

Monthly withdrawal I need

₹500₹5,00,000

Withdrawal period

Years

1 Year30 Years

Expected rate of return

1%30%

Required Corpus

₹0

Total Withdrawn

Remaining Corpus

By end of the year	Amount Invested	Withdrawn Amount	Returns from your investment	Resultant Amount

Invested Amount

₹0

Withdrawn Amount

₹0

Returns from your investment

₹0

Balance Value

₹0

Lumpsum in source fund

₹10,000₹1,00,00,000

Monthly transfer amount

₹500₹2,00,000

Source fund return

1%20%

Target fund return

1%30%

Transfer period

Years

1 Year20 Years

Target fund goal

₹10,000₹1,00,00,000

Monthly transfer amount

₹500₹2,00,000

Source fund return

1%20%

Target fund return

1%30%

Transfer period

Years

1 Year20 Years

Required Source Fund Lumpsum

₹0

Source Fund

Target Fund

By end of the year	Balance amount in source fund	Amount transferred to destination fund	Resultant Amount

Invested Amount

₹0

Balance amount in source fund

₹0

Amount transferred to destination fund

₹0

Resultant Amount

₹0

Disclaimer

Please read this carefully before using these calculators.

These calculators use the Effective Monthly Rate formula: monthly rate = (1 + annual rate)^(1/12) – 1. This is the same methodology used by Franklin Templeton India and other leading fund houses.

Mutual Fund investments are subject to market risks. Past performance is not indicative of future results.
The SIP calculator uses the annuity-due formula (investment at start of each period) with effective monthly compounding.
The Lumpsum calculator uses annual compounding: FV = PV × (1 + r)^n.
The SWP calculator simulates month-by-month corpus depletion using the effective monthly rate.
The STP calculator simulates source fund depletion and target fund accumulation simultaneously.
Results do not account for expense ratios, exit loads, taxes (LTCG/STCG), or inflation unless specifically mentioned.
SEBI Registration: IPFS (Invest and Prosper Financial Services), ARN: 24216.

These projections are illustrative only. Please consult a SEBI-registered financial advisor before making investment decisions.