True Assets
Wealth · Planning · Growth
Mutual Fund Calculators
Professional investment tools to calculate SIP, Lump Sum, SWP, Rolling Returns, NAV Movement and compare mutual funds.
Data source: Starting…
Favorite Schemes
Ready to calculate
Enter amount and period, optionally pick a scheme for NAV-based returns.
Lump Sum Growth
Year-wise Projection
| Year | Investment | Value | Profit | Return % |
|---|
Calculating lump sum returns…
SIP projection awaits
Set monthly amount, tenure and expected return — or select a scheme for NAV-based SIP.
SIP Growth Chart
SIP Schedule
| Date | NAV | Units | Value | Profit | Return % |
|---|
Computing SIP returns…
Plan your withdrawals
Enter corpus, withdrawal amount and tenure to see sustainability of your SWP.
SWP Corpus Trajectory
Withdrawal Schedule
| Date | Opening | Withdrawal | Closing | Growth |
|---|
Simulating SWP…
Select a scheme
Rolling returns require historical NAV. Search and select a mutual fund scheme.
Rolling Return Graph
Rolling Return Series
| Start | End | Start NAV | End NAV | Absolute % | CAGR % |
|---|
Fetching NAV & computing rolling returns…
Unable to load scheme data.
Compare Mutual Funds
Side-by-side comparison of up to 3 schemes on NAV growth, CAGR and absolute returns.
Fund A
Fund B
Fund C (optional)
Pick at least two funds
Search and select schemes above, then compare growth over the chosen period.
Comparative Growth
Comparison Summary
| Scheme | Start NAV | End NAV | Current Value | Profit | Absolute % | CAGR % |
|---|
Comparing funds…
