The Edelweiss Tokio SIP Calculator is a simple tool that estimates the potential returns of your SIP investments in a mutual fund scheme of your choice. The calculator uses three key parameters—your investment amount, investment tenure, and expected rate of return—to determine the expected returns, thereby helping you plan your investment contributions to attain your financial goals.
The SIP Calculator, by using the following key parameters, projects your investment's future value when it matures.
Let's look at the following example to understand how the Edelweiss Tokio SIP Calculator works.
Imagine that you wish to invest ₹ 5000 per month for 20 years at a periodic interest rate of 12% per annum. Let’s calculate the future value.
Interest rate (i)= 12% p.a.
Total number of installments (n) = 20 years x 12 = 240 months
Fixed Amount of SIP Installment (p) = ₹ 5,000
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 ₹ 46,00,000.Â
So, you come to know that due to the power of compounding, your invested amount of ₹ 12,00,000 grows in the future. The longer it stays invested, the more it grows on its own growth – that's compounding!
Policybazaar’s mutual fund SIP calculator helps you plan your investments. Given below are the steps you can follow to use Policybazaar’s MF SIP calculator provided above:
When you know the amount you are going to invest to grow your money, you can simply follow the given steps and calculate the monthly, yearly, or lump sum returns on your investments.
Enter the amount you plan to invest each month.
Specify your expected annual rate of return.
Indicate 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.Â
Specify your yearly Investment Amount.
Enter your expected annual rate of return.
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.
Specify the one-time amount you plan to invest.
Enter your anticipated annual return rate.
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.
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%
|
|
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%
|
Last updated: Mar 2025
Mention your target savings or the amount you want to generate from your investments.
Enter your planned investment timeframe.
Specify the expected rate of return.
The SIP calculator will instantly display the required monthly investment, your total investment, and the projected wealth gain.
The Policybazaar SIP calculator efficiently shows you the potential results of MFinvestments. Additionally, the common benefits offered by the Policybazaar’s SIP calculator include:
The Policybazaar SIP calculator helps you estimate the SIP investment amount required to reach your financial goals.
By giving you the amount required to reach your monetary goals, the Policybazaar SIP calculator instills a habit of systematic saving in you.
The Policybazaar SIP calculator is available online at all times, making it easier for you to use at your comfort and convenience.
Policybazaar gives you estimated results based on 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.
By estimating your expected returns and investment tenor, the SIP calculator helps you understand the potential risks and rewards involved before you invest.
The Edelweiss Tokio SIP Calculator helps you determine the potential returns on your mutual fund SIP investments. It reduces the daunting manual calculations on your part, allowing you to focus on financial planning that aligns with your future monetary objectives. The SIP Calculator is crucial in your mutual fund investment journey, enabling you to select the best SIP plans according to your individual needs.
˜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.