Indian mutual fund calculators
Free worksheets for Indian mutual funds: overlap, SIP, step-up SIP, SWP with tax, FIRE, lumpsum and XIRR. Figures come from the numbers you enter. They are not advice.
- Mutual fund overlap analyzerPairwise overlap and common-stock exposureOpen →
- SWP calculator (India)Withdrawals with Indian taxOpen →
- SIP calculator (India)Step-up, inflation and taxOpen →
- Step-up SIP calculator (India)Yearly top-up SIPOpen →
- FIRE calculator (India)FIRE number and Coast FIREOpen →
- Lumpsum calculatorOne-time investmentOpen →
- XIRR calculatorDated cash flowsOpen →
Questions
Which calculator should I use?
Overlap compares holdings. SIP and step-up project monthly investing. Lumpsum is a one-time amount. SWP models withdrawals and tax. FIRE sizes a FIRE number. XIRR annualises dated cash flows.
Are these advice?
No. These pages are worksheets from the numbers you enter. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.