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Mutual Fund Goal Planner

Plan a goal-based monthly SIP and compare two contribution scenarios using clear, illustrative assumptions.

Explore your scenario

Adjust the assumptions to see how the picture changes.

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Estimated cost of the goal in today’s rupees.

years from today

Enter how many years from today you plan to reach it.

% p.a.

Illustrative annual increase in the goal cost.

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₹

First monthly contribution to compare.

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Compare a second monthly contribution.

% p.a.

Illustrative annual return assumption, compounded monthly. Returns are not guaranteed.

Connect Supabase to save calculations to your account.

Your results will appear here.

Enter your assumptions and calculate a scenario to see the summary, chart, and year-by-year projection.

Estimates are illustrative and depend on the assumptions entered. They are for educational planning only and are not investment, tax, or legal advice.

How this goal estimate works

The planner increases today’s goal amount by the annual inflation assumption, projects current savings at the expected annual return divided by 12, and estimates a monthly SIP to cover any remaining amount. Scenario contributions are assumed to be invested at the start of each month. Actual mutual fund returns vary; this tool does not recommend funds and excludes fees, taxes, and market fluctuations.