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Axis SIP Calculator

Axis SIP Calculator: Simplify your investment planning. Calculate returns swiftly.

Monthly Investment

₹ 100
₹ 1,00,00,000

Expected Return Rate (p.a)

1%
30%

Time Period

1 yr
40 yr

Investment Amount

12,00,000

Estimated Returns

11,23,391

Maturity Value

23,23,391

Compound your wealth with SIP in Mutual Funds


*Investing in the securities market carries risk. Please do your own due diligence before investing.

Start SIP in Mutual Funds

What is an Axis SIP Calculator?

The Axis SIP calculator is an online instrument that helps you calculate what your Systematic Investment Plan (SIP) is going to be worth.

You need to enter the investment amount per month along with how long you will stay invested and the expected annual return percentage. Then based on these figures, the calculator will give you a rough idea about how much money could potentially be earned from your SIPs. It’s great for setting goals and managing finances.


What is the Use of AXIS SIP Calculator?

The Axis SIP calculator is a useful tool for investors and it has several uses:

1. Effective Financial Planning

The SIP calculator of Axis is helpful for sound financial planning as it gives an idea of the possible returns from SIP investments. It enables investors to estimate how much their investment will grow by entering the monthly investment, duration and expected annual return.

This will enable them to set achievable financial targets and plan their investment strategies appropriately.


2. Future Return Estimation

The calculator incorporates the impact of inflation in its calculations, providing a more realistic estimate of future investment value. By considering inflation, it helps investors understand the real worth of their future wealth. This supports setting achievable financial goals and understanding the purchasing power of their investments in the future.


3. Determining Monthly SIP Contributions

To achieve a certain financial goal, the online Axis SIP calculator can help calculate the monthly SIP contributions. This will be done by estimating the monthly investment needed by entering anticipated future value, number of years for investment as well as expected annual return.

It is an important function because it enables investors to know what portion of their income should be saved every month towards meeting specific monetary objectives.


4. Calculating the Total Accumulated Amount

The calculator can calculate the total accumulated amount at the end of the investment period. By inputting the monthly investment, duration, and expected annual return, the calculator provides an estimate of the total value of the SIP investment at the end of the specified period.

This helps you understand the potential growth of your investments over time.


How Can AXIS SIP Calculator Help You?

The Axis SIP calculator is an online tool that helps you estimate the maturity value of your Systematic Investment Plan (SIP) investments in Axis mutual funds. You can use it to plan for future financial goals, such as buying a house or car or saving for a child's education.

Guide on Using Axis SIP Calculator

Using the Axis SIP calculator is quite straightforward. Here are the steps:

  • Access the Dhan SIP Calculator online: You can find it on the Dhan official website.
  • Enter the Basic Inputs: These include the Axis Mutual Fund scheme for investment, the monthly SIP amount, and the investment horizon.
  • Enter the Monthly Investment Amount: This is the amount you plan to invest each month.
  • Input the Return Rate: This is the expected annual return on your investment.
  • Select the Number of Years: This is the duration for which you plan to invest.
  • Click on the ‘Calculate’ Button: The calculator will then provide an estimate of the potential returns on your SIP investments.

How to use the Axis Lumpsum Calculator?

Here’s how you can use the Axis Lumpsum calculator:

  • Select a Fund: Choose the mutual fund in which you want to invest.
  • Enter Investment Amount: Input the lump sum amount you are willing to invest.
  • Enter Investment Period: Specify the period for which you want to be invested.
  • Expected Return Rate: Enter the expected rate of return that the scheme might earn.

Once you’ve entered these details, the calculator will calculate the earnings on the investment and the maturity amount.

A Lumpsum Investment allows you to invest a larger amount of money in any mutual fund scheme at one time instead of staggering it over several small investments.


How are Returns in Axis SIP Calculated?

The returns on SIP investments of Axis are calculated using the Extended Internal Rate of Return (XIRR) method. XIRR is a measure that considers the timing and amount of cash flows, thereby it can be used for investments such as SIPs where there are various transactions taking place at different moments.

The formula for XIRR is as follows:

=XIRR(values,dates,[guess])

Where:

  • values are the cash inflows and outflows directly in line with the corresponding dates.
  • dates are the dates of each cash flow.
  • guess is an initial guess of what the IRR will be.

About AXIS Mutual Fund

Axis Mutual Fund is an Indian asset management company (AMC) that was founded in 2009 and is headquartered in Mumbai. It is the mutual fund arm of Axis Bank Limited, India's third-largest private bank, which owns 74.99% of the fund house. Schroder Singapore Holdings Private Limited owns the remaining 25%.

Axis Mutual Fund offers a variety of mutual fund schemes, including equity, hybrid, and debt funds. As of April 2024, it offers 69 schemes, including 15 equity schemes, 16 debt schemes, 6 hybrid schemes, and 32 other schemes.

Axis Mutual Fund offers a variety of mutual fund schemes across different categories. Here are the main categories:

Axis Mutual Fund's investment philosophy is based on three principles: Long-term wealth creation, Outside-in view, and Long-term relationships.

As of April 1, 2024, Axis Mutual Fund has Assets Under Management (AMU) of Rs. ₹266,826.23 crore and has 31 investment teams operating across 19 countries.





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