SIP Calculator is an easy-to-understand financial tool for every investor class, whether a beginner or an expert. With the help of the Aditya Birla SIP Return calculator, one can create a financial cushion, which will help an investor to achieve their short-term and long-term financial goals.
Aditya Birla SIP Calculator is an online tool that helps you to calculate your return on the mutual fund where the investment has been made through a SIP. These calculators are designed in a way that gives an estimate to the investors on the respective SIP investment of the mutual fund.
Returns | ||||
---|---|---|---|---|
Fund Name | 3 Years | 5 Years | 10 Years | |
Virtue II PNB Metlife | 17.13% | 24.85% |
16.54%
View Plan
|
|
Large Cap Equity Fund Tata AIA | 17.27% | 20.61% |
15.01%
View Plan
|
|
Pure Equity Birla Sun Life | 16.12% | 20.92% |
14.98%
View Plan
|
|
Grow Money Plus Fund Bharti AXA | 13.93% | 17.49% |
14.22%
View Plan
|
|
Pure Stock Fund Bajaj Allianz | 15.48% | 19.56% |
14.18%
View Plan
|
|
Diversified Equity Fund HDFC Standard | 13.59% | 16.57% |
13.95%
View Plan
|
|
Growth Super Fund Max Life | 14.33% | 16.21% |
12.81%
View Plan
|
|
Equity Fund SBI | 13.77% | 15.3% |
12.1%
View Plan
|
|
Bluechip Fund ICICI Prudential | 12.07% | 14.63% |
11.3%
View Plan
|
|
Equity Large Cap Fund Edelwiess Tokio | 11.75% | 14.25% |
11.15%
View Plan
|
Updated as of Nov 2024
Returns | ||||
---|---|---|---|---|
Fund Name | 3 Years | 5 Years | 10 Years | |
Active Fund QUANT | 24.92% | 31.48% |
21.87%
|
|
Flexi Cap Fund PARAG PARIKH | 20.69% | 26.41% |
19.28%
|
|
Large and Mid-Cap Fund EDELWEISS | 22.34% | 24.29% |
17.94%
|
|
Equity Opportunities Fund KOTAK | 24.64% | 25.01% |
19.45%
|
|
Large and Midcap Fund MIRAE ASSET | 19.74% | 24.32% |
22.50%
|
|
Flexi Cap Fund PGIM INDIA | 14.75% | 23.39% |
-
|
|
Flexi Cap Fund DSP | 18.41% | 22.33% |
16.91%
|
|
Emerging Equities Fund CANARA ROBECO | 20.05% | 21.80% |
15.92%
|
|
Focused fund SUNDARAM | 18.27% | 18.22% |
16.55%
|
Updated as of Nov 2024
Aditya Birla SIP calculator lets you know the estimated returns you would receive post the tenure of SIP. In addition, it also helps you decide the amount you want to invest, informs you of the total amount invested, and provides you with an expected return value.
Aditya Birla SIP plan calculator works on the below-mentioned formula:
A= B × ({[1 + c] n – 1} / i) × (1 + c).
In the above formula –
A is the amount you receive upon maturity.
B is the amount you invest at regular intervals.
n is the number of payments you have made.
c is the periodic rate of interest.
Let’s understand the working of the Aditya Birla SIP Calculator with the help of an example:
Suppose Mr. Ravi wants to invest Rs. 5,000 per month for the period of 12 months at a periodic rate of interest of 12%**.
Then the monthly rate of return will be 12%/12 = 1/100=0.01
Hence, A = 5,000X ({[1 +0.01] ^ {12} – 1} / 0.01) x (1 + 0.01)
This gives Rs. 64,407 approximately in a year.
**Note that the interest rate on a SIP may vary as per the current market conditions, and is subject to increase or decrease, which may change the estimated returns.
Aditya Birla SIP Return Calculator provides the following key advantages to investors:
Aditya Birla SIP Calculator gives immediate and accurate results based on the inputs the potential investor provides.
The online Aditya Birla SIP Calculator is very easy to use and easily helps you to estimate your investment requirements. Along with its easy usage, the calculator is free of charge and can be used unlimited times.
Planning your investments is important if you are saving for a specific goal. The Aditya Birla SIP Calculator helps you in estimating how much you need to save to reach your investment goal with minimum hassle.
Keeping the current inflation in mind, the SIP calculator provided by Aditya Birla adjusts your investment goals as per the inflation.
Follow the below-mentioned steps to use Aditya Birla SIP Calculator:
Visit any SIP Calculator Page online.
Scroll down, and fill in the available form with the Monthly Investment, Expected Rate of Return (Yearly) & time period.
On the right side of the form, you can see the calculations showcasing the total investments, interest earned & maturity amount.
Once done, click on the “View Plan” tab.
Check the plans that best suit your needs and proceed to buy. It is suggested to explore best SIP plans list before taking investment decision.
Pay the premium, and your policy details will be sent to your registered email address.
Having an insight into how much you will earn from your investments is very important. Likewise, before investing in Aditya Birla SIP Plans, get an estimate of the amount you will receive on maturity with the help of the Aditya Birla SIP Return Calculator. This easy-to-use free online tool helps you to analyze your long-term and short-term financial goals in a planned manner.
†Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is based on past 10 years’ fund performance (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
*All savings are provided by the insurer as per the IRDAI approved
insurance
plan.
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^Section 80C allows annual deductions of up to ₹1.5 lacs from the taxable income. Section 10(10D) provides tax-free maturity benefits for investments of up to ₹2.5 Lacs/ year, on policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
¶Long-term capital gains (LTCG) tax (12.5%) is exempted on annual premiums up to 2.5 lacs.
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.