Combine a step-up SIP schedule with an initial lump sum to forecast portfolio value over time.
Stop contributing after a few years but let the money grow.
Typical long-term average for Large Cap / Index Funds.
Calculates post-tax wealth based on a custom LTCG assumption. Exemption is optional and must match the regime you are modeling.
Calculations assume money retains its current purchasing power.
Total Investment
₹10.56 Lakh
Interest Earned
₹9.61 Lakh
Maturity Value
After 10 Years
₹20.17 Lakh
Visualizing how your principal amount and interest grow over time.
See how corpus changes with +/-2% return assumptions.
Conservative
10.0% annual return
₹17.94 Lakh
Gain: ₹7.37 Lakh
Base Case
12.0% annual return
₹20.17 Lakh
Gain: ₹9.61 Lakh
Aggressive
14.0% annual return
₹22.77 Lakh
Gain: ₹12.21 Lakh
Corpus Multiple
1.91x
Total value vs invested capital
Monthly Income (4%)
₹6,724
Strongest Growth Year
2035
Growth: ₹2.12 Lakh
2x Milestone
Not reached
When value first reaches 2x invested
Set a target corpus and see whether this plan reaches it on time.
Plan Status
Below target
Shortfall: ₹0
Target Date
Not in term
Coverage: 0.0%
Needed In Same Timeline
Current plan works
No extra contribution needed
Same Plan Timeline
On schedule
Target not reached within 100 years
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