Investment Suitability & Goal Calculators
Investment Suitability & Return Comparison Calculator
Fund Type
Equity
Mutual Fund
Debt Mutual Fund
Investment Type
SIP
Lumpsum
Investment Amount (₹)
Time Horizon (Years)
Current Risk Profile
Select Risk Profile
Very Conservative
Conservative
Moderate
Moderately Aggressive
Aggressive
Very Aggressive
Upgraded Risk Profile (Optional)
No Upgrade
Conservative
Moderate
Moderately Aggressive
Aggressive
Very Aggressive
Income Tax Slab (New Regime FY 2025-26)
0%
5%
10%
15%
20%
25%
30%
Calculate & Compare
Equity: STCG 20%, LTCG 12.5% above ₹1.25L | Debt funds (post-Apr-2023): taxed at slab rate
Goal Achievement Calculator (Required SIP / Lumpsum)
Calculation Method
Calculate Required SIP
Calculate Required Lumpsum
Future Goal Amount (₹)
Time Horizon (Years)
Risk Profile
Select Risk Profile
Very Conservative
Conservative
Moderate
Moderately Aggressive
Aggressive
Very Aggressive
Calculate Required Investment
Returns are illustrative and capped as per SEBI Risk-o-Meter.