SIP Calculator + Lumpsum

Assumes a constant return and end-month contributions. Excludes taxes, fees and product-specific contribution limits; returns are not guaranteed.

Your workbenchInputs are not stored

Result

Enter your values and run the tool to see your result.

Check the units, enter your values, and run the tool. Results follow the assumptions and method below.

Projected ending balancerate == 0 ? initial+payment*months : initial*(1+rate/1200)^months+payment*((1+rate/1200)^months-1)/(rate/1200)

Total contributedinitial+payment*months