Estimate Your SIP Returns Before You Invest

A long-term investment journey rarely moves in a perfectly straight line.

You may already have a mutual fund portfolio today. Your monthly SIP may increase as your income grows. You may receive a lumpsum amount a few years later and decide to invest it. And somewhere along the journey, you may also need to withdraw money for your child’s education, a home, marriage or another important financial goal.

That is why the Hexo Wealth SIP Calculator goes beyond simply estimating the future value of one fixed monthly SIP.

It allows you to consider your current portfolio value, monthly SIP, yearly Step-Up SIP, additional lumpsum investments and future withdrawals within the same calculation. Your future withdrawals can also be adjusted for inflation based on the assumptions you enter.

By entering your investment tenure and Expected Returns (p.a.), you can see an illustrative year-by-year picture of how the portfolio could move under the assumptions selected.

The result is an estimate, not a prediction or assurance of future mutual fund returns.