Investment Tools & Calculators
Six practical calculators to plan, compare, and optimise your investments. All calculations happen in your browser — no data is collected.
SIP Calculator
Calculate the future value of your monthly SIP investment using the power of compounding.
Your SIP Estimate
For illustrative purposes only. Not investment advice. Returns are not guaranteed. AMFI ARN: 311127.
Goal Planner
Find out the monthly SIP needed to reach any financial goal, adjusted for inflation.
Goal Estimate
For illustrative purposes only. Not investment advice. AMFI ARN: 311127.
Risk Profiler
Answer 5 quick questions to understand your investor temperament. Takes under 2 minutes.
—
—
Connect with AFS for a personalised portfolio →For educational purposes only. Not investment advice. AMFI ARN: 311127.
SIP vs Lumpsum
Compare the outcome of the same amount invested as monthly SIP versus a lumpsum invested upfront.
Comparison
For illustrative purposes only. Not investment advice. AMFI ARN: 311127.
SIP Delay Cost Calculator
See exactly how much wealth you lose by delaying your SIP start date.
Cost of Waiting
For illustrative purposes only. Not investment advice. AMFI ARN: 311127.
MF Tax Calculator (FY 2025-26)
Calculate your capital gains tax liability on mutual fund redemptions.
LTCG for Equity: 12+ months | Debt: 24+ monthsTax Estimate
Tax rates as per FY 2025-26: STCG Equity 20%, LTCG Equity 12.5% (above ₹1.25L exemption). Debt as per income slab. Consult a tax professional. Not advice.