Bharti Axa SIP Calculator
The Bharti Axa SIP Calculator is a tool for calculating the future value of your mutual fund investments. It uses three variables, including your investment amount, investment tenor, and expected rate of return, to estimate the expected returns on your investments in mutual funds made through Systematic Investment Plans (SIPs).
- 4.8++ Rated
- 9.7 Crore Registered Consumer
- 51 Partners Insurance Partners
- 4.9 Crore Policies Sold
SIP Benefits
- Start SIP with as low as ₹1000
- No hidden charges
- Save upto ₹46,800 in Tax under section 80C^
- Zero LTCG Tax¶
- Disciplined & worry-free investing
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SIP Investment
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Bharti AXA SIP Plan
- Bharti Axa SIP Calculator
SIP Calculator
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How Does Bharti Axa SIP Calculator Work?
The SIP Calculator uses four key parameters to project the investment's future value at maturity.
Example of SIP Calculation
Let's look at the following example to understand how the Bharti Axa SIP Calculator works.
Suppose for a period of 10 years, you wish to invest ₹ 1,00,000 every year with a 12% annual rate of return. What will be the future value of your investments?
Interest rate (i)= 12% p.a.
Total number of installments (n) = 1 year x 10 = 10 years
Fixed Amount of SIP Installment (p) = ₹1,00,000
By converting the annual interest rate to monthly and solving the equation based on the formula given above, you arrive at an approximate future value of ₹ 19,70,000.
So, you come to know that due to the power of compounding, your invested amount of ₹ 10,00,000 grows in the future. The longer it stays invested, the more it grows on its own growth – that's compounding!
Best SIP Funds
Opportunities Fund
₹35,672
₹
After 5 years+ 27.55 %
Large Cap Equity Fund
₹2,660
₹
After 5 years+ 27.07 %
Accelerator Mid-Cap Fund II
₹5,410
₹
After 5 years+ 25.91 %
Frontline Equity Fund
₹4,206
₹
After 5 years+ 26.27 %
Diversified Equity Fund
₹3,524
₹
After 5 years+ 23.22 %
Grow Money Plus Fund
₹434
₹
After 5 years+ 22.39 %
Large Cap Equity Fund
₹2,660
₹
After 5 years+ 27.07 %
Frontline Equity Fund
₹4,206
₹
After 5 years+ 26.27 %
Diversified Equity Fund
₹3,524
₹
After 5 years+ 23.22 %
Grow Money Plus Fund
₹434
₹
After 5 years+ 22.39 %
Growth Super Fund
₹13,305
₹
After 5 years+ 21.98 %
Opportunities Fund
₹35,672
₹
After 5 years+ 27.55 %
Accelerator Mid-Cap Fund II
₹5,410
₹
After 5 years+ 25.91 %
Growth Opportunities Plus Fund
₹969
₹
After 5 years+ 24.89 %
Classic Opportunities Fund
₹13,357
₹
After 5 years+ 23.9 %
Opportunities Fund
₹3,245
₹
After 5 years+ 25.1 %
Equity Top 250 Fund
₹535
₹
After 5 years+ 21.69 %
Whole Life Income Fund
₹872
₹
After 5 years+ 6.58 %
Individual Preserver Pension Fund
₹126
₹
After 5 years+ 6.15 %
Whole Life Aggressive Growth Fund
₹849
₹
After 5 years+ 23.84 %
Save N Grow Money Fund
₹63
₹
After 5 years+ 12.75 %
Asset Allocation Fund II
₹297
₹
After 5 years+ 14.87 %
Multi Cap Balanced Fund
₹2,007
₹
After 5 years+ 15.37 %
Super Select Equity Fund
₹1,239
₹
After 5 years+ 23.03 %
How to Use Policybazaar’s Mutual Fund SIP Calculator?
Given below are the steps you can follow to use Policybazaar’s SIP mutual fund calculator provided above:
If You Know Your Investment Amount:
By simply following the given steps, you can calculate the monthly, yearly, or lump sum returns on your investments.
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Monthly Return Calculation
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Specify the amount you plan to invest each month.
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Enter your expected annual rate of return.
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Enter your investment duration in years.
The SIP calculator will display the estimated compounded amount and the total accumulated amount at the end of your investment period.
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Yearly Return Calculation
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Specify your yearly Investment Amount.
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Enter your expected annual rate of return.
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Enter your investment duration in years.
The mutual fund SIP calculator will display the wealth you will gain on your investments and the total accumulated amount.
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Lump Sum Return Calculation
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Specify the one-time amount you plan to invest.
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Enter your anticipated annual return rate.
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Indicate the duration of your investment in years.
The calculator will display your estimated lump sum returns and the total accumulated amount at the end of your investment period.
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If You Know Your Goal Amount:
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Enter your target savings or the amount you want to generate from your investments.
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Specify your planned investment timeframe.
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Input the expected rate of return.
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The SIP calculator will instantly display the required monthly investment, your total investment, and the projected wealth gain.
- Insurance Companies
- Mutual Funds
| Returns | ||||
|---|---|---|---|---|
| Fund Name | 5 Years | 7 Years | 10 Years | |
| High Growth Fund Max Life | 27.23% | 21.04% |
18.22%
View Plan
|
|
| Top 200 Fund Tata AIA | 32.94% | 21.74% |
17.6%
View Plan
|
|
| Accelerator Mid-Cap Fund II Bajaj Allianz | 25.91% | 12.66% |
14.18%
View Plan
|
|
| Opportunities Fund HDFC Standard | 27.55% | 14.8% |
14.53%
View Plan
|
|
| Equity II Fund Canara HSBC Oriental Bank | 21.16% | 10.67% |
9.95%
View Plan
|
|
| Grow Money Plus Fund Bharti AXA | 22.39% | 14.55% |
13.77%
View Plan
|
|
| Multiplier Birla Sun Life | 28.77% | 14.09% |
15.13%
View Plan
|
|
| Equity Large Cap Fund Edelwiess Tokio | 21.43% | 11.61% |
10.46%
View Plan
|
|
| Opportunities Fund ICICI Prudential | 25.1% | 13.69% |
12.08%
View Plan
|
|
| Flexi Growth Fund LIC | - | - |
-
View Plan
|
|
| Returns | ||||
|---|---|---|---|---|
| Fund Name | 3 Years | 5 Years | 10 Years | |
| Active Fund QUANT | 23.92% | 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%
|
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| Flexi Cap Fund PGIM INDIA | 14.75% | 23.39% |
-
|
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| Flexi Cap Fund DSP | 18.41% | 22.33% |
16.91%
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| Emerging Equities Fund CANARA ROBECO | 20.05% | 21.80% |
15.92%
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| Focused fund SUNDARAM | 18.27% | 18.22% |
16.55%
|
|
Last updated: Mar 2025
What are the Advantages of the Policybazaar SIP Calculator?
The Policybazaar SIP calculator offers many advantages, making it a popular choice among investors. The top-notch benefits provided by the Policybazaar mutual fund SIP calculator are:
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Pinpoint Your Potential Returns:
Policybazaar gives exclusive results as per your investment plans. Input your unique investment details – amount, duration, and expected growth – and instantly see a clear projection of your SIP's future value.
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Strategize Your Financial Future:
By projecting the future value of your SIP investments, the Policybazaar SIP calculator helps you determine and invest the right amount to attain your financial goals.
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Cultivate Consistent Savings:
By helping you set a target SIP amount for your goals, Policybazaar SIP calculator encourages a steady and disciplined approach to your savings habits.
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Evaluate Potential Risks and Rewards:
By factoring in your expected returns and investment tenor, the SIP calculator helps you understand the potential risks and rewards involved before you invest.
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Free and Accessible Investment Insights:
The first step towards your investment should be free of cost; hence, the Policybazaar SIP calculator offers unlimited access, empowering everyone to plan their investments without any cost.
Conclusion
The Bharti Axa SIP Calculator streamlines your financial goals and your mutual fund SIP investments by helping you understand the amount required to invest and achieve those goals. By reducing manual calculations on your part, the SIP calculator helps you focus on accurate financial planning that aligns with your investment target. The SIP Calculator is crucial for estimating your mutual fund investment returns and choosing the best SIP plans according to your individual needs.
FAQs
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What are the advantages of a SIP calculator?
Calculating your potential returns on mutual fund investments, saving time, facilitating goal-based financial planning, and promoting disciplined investment are some of the common benefits of SIP calculators. -
How does SIP calculation work?
The SIP calculator works based on the formula FV = [P x (1 + i)^n - 1/i] x (1 + i), where FV refers to the Future Estimated Value, P is the Fixed Amount of SIP Installment, i is the compounded rate of return, and n is the total number of installments used to calculate your mutual fund SIP investment returns. -
Is the SIP calculation tool free?
Yes, SIP calculators are online tools available free of cost. -
What does an SIP Calculator show?
An SIP calculator displays the potential returns on your regular contributions to mutual fund investments.
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. 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. 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.
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