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Zerodha SIP Calculator

Zerodha SIP Calculator: Simplify investment planning, calculate returns.

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 Zerodha SIP Calculator?

The Zerodha SIP calculator is a tool that was designed by an Indian company called Zerodha. This tool is used for planning systematic investment plans (SIP) by investors.

A SIP involves investing a fixed amount at regular intervals in mutual funds. The calculator works by letting you forecast returns on investments using figures such as investment amount, duration, expected rate of return and frequency of making investments.

By inputting these variables, investors can gain insights into how their investments may grow over time.


What is the Use of Zerodha SIP Calculator?

The online Zerodha SIP calculator tool is provided to help investors plan their SIP. Here are some of its uses:

1. Estimating Future Returns

The SIP calculator of Zerodha allows investors to make an educated guess about the amount they could earn on their mutual fund SIP investments in the future.

This involves keying in the investment amount, expected return rate as well as investment duration so that prospective returns can be determined by users. It helps them appreciate how much their investments may grow, which is useful for making choices based on knowledge and setting objectives.


2. Goal Planning

Zerodha mutual fund calculator enables users to establish financial goals such as retirement or education funds and computes the amount of monthly investment required to reach them.

For example, if a person wants to save up for their kid's schooling within 15 years, this calculator will help them know how much they should put away each month in SIPs.

This characteristic supports investors with their plan on how best to allocate money so that it can work towards achieving what they want in the future.


3. Comparing Investment Options

The mutual fund calculator of Zerodha enables investors to compare various mutual fund schemes by entering their details and analyzing projected returns.

By giving an idea about the expected gains from each plan, it allows you to make informed decisions on where your money should be invested in order to achieve maximum profitability.

This will enable you to select a scheme that suits best your financial objectives as well as risk appetite among other factors.


4. Adjusting Investment Strategy

Investors can use the Zerodha SIP calculator to tweak their investment approach. By modifying factors like the SIP amount, duration, or fund selection, they can better match their risk tolerance and financial goals.

This flexibility allows investors to adapt their strategy based on the calculated projections, ensuring their investment plan remains aligned with their changing needs and preferences.


How Can Zerodha SIP Calculator Help You?

Zerodha's Systematic Investment Plan calculator helps investors estimate the future value of their investments based on different parameters. These parameters include: investment amount, investment duration, expected rate of return, and frequency of investment.

Guide on Using Zerodha SIP Calculator

To use the Zerodha SIP calculator, follow these steps:

  • Navigate to Dhan's SIP Calculator: Go to the Dhan website or app and locate the Zerodha SIP Calculator tool.
  • Enter Investment Details: Input the amount you plan to invest in SIP, the expected rate of return, and the investment duration.
  • Calculate Results: Click on the "Calculate" or "Submit" button to generate results.

SIP calculators offer approximations, but real returns can differ because of market changes and various other factors. It's essential to regularly review and adjust your investment strategy based on your financial situation and goals.

How to use the Zerodha Lumpsum Calculator?

To use the Zerodha Lumpsum Calculator:

  • Visit the Dhan website and navigate to the "Calculators" section.
  • Select the "Lumpsum Calculator" option.
  • Input the details of your investment, such as the investment amount, expected annual return rate, and investment duration.

Review the calculated results, including the future value of your investment and the potential returns.


How are Returns in Zerodha SIP Calculated?

XIRR (Extended Internal Rate of Return) is a method used to calculate the internal rate of return for a series of cash flows occurring at irregular intervals. XIRR takes into account both the amount and the timing of cash flows.

XIRR(values, dates, [guess])

Where:

  • Values: The cash flows, including investments and redemptions.
  • Dates: The corresponding dates of the cash flows.
  • Guess (optional): An initial guess for the rate.

About Zerodha Mutual Fund

Zerodha Mutual Fund is a platform offered by Zerodha Broking Ltd, an Indian brokerage firm. It provides investors with a convenient and cost-effective way to invest in mutual funds. The platform offers a wide range of mutual funds from various asset management companies (AMCs), including equity funds, debt funds, hybrid funds, and exchange-traded funds (ETFs).

Zerodha Mutual Fund also provides investors with tools and resources to help them make informed investment decisions. These include research reports, portfolio tracking tools, and a dedicated customer support team.

The platform is designed to be user-friendly and accessible to investors of all levels of experience. Zerodha Mutual Fund is a popular choice for investors looking for a simple and affordable way to invest in mutual funds.





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