Other Investments Calculators
CAGR, SWP, PPF, lumpsum mutual fund and fixed deposit tools.
Beyond SIPs, EMIs and tax tools, Indian portfolios have a wide periphery of specialised instruments — lumpsum mutual fund deployments, CAGR analysis on stocks held for years, SWPs for monthly post-retirement income, PPF for 15-year tax-free compounding, and term insurance to protect dependants from premature loss. This category brings them all together. Each calculator uses India-specific tax treatment, lock-in periods and regulatory caps, so the output reflects the real net outcome — not a theoretical pre-tax projection.
Mutual Fund Lumpsum
Standalone lumpsum mutual fund calculator with inflation adjustment.
CAGR Calculator
Compound Annual Growth Rate calculator for stocks and mutual funds.
SWP Calculator
Systematic Withdrawal Plan calculator for monthly passive income.
PPF Calculator
Public Provident Fund maturity calculator with 15-year lock-in.
Term Insurance Cover
Human Life Value based term insurance cover recommendation.
Net Worth Calculator
Track your assets vs liabilities and visualise your net worth.
Goal Planner
Plan a SIP for any financial goal with inflation built-in.
Who these tools are for
- •Investors deploying a one-time lump sum (bonus, inheritance, property sale)
- •Stock and mutual fund holders computing CAGR on long-held positions
- •Retirees converting corpus into monthly income via SWP
- •Salaried earners building a PPF base layer and the right term-insurance cover
India-specific things to know
- →PPF: 15-year lock-in, ₹1.5L/year cap, fully EEE — tax-free at maturity
- →Term insurance: aim for 12-15× annual income; premiums are 80C-eligible (old regime)
- →SWP from equity funds is more tax-efficient than dividend plans
- →CAGR captures annualised return but masks volatility — use it alongside drawdown metrics