Check if your current investments are aligned with your financial goals.
₹25.00 L
Total Yearly Inv.
₹60,000
Target Goal
₹25.00 L
Projected Corpus
₹12.33 L
Shortfall of ₹12.67 L
You need to increase your monthly investment by approximately ₹10,554.973 to reach your goal.
| Category | Total Inv. | Proj. Value |
|---|---|---|
Large Cap | ₹6.00 L | ₹12.33 L |
Analysis based on historical returns. For a 10-year goal, a proper asset mix (Aggressive Strategy) is recommended:
The SIP Portfolio Analyzer is a powerful tool designed to help you verify if your current or planned mutual fund investments are aligned with your financial goals.
Unlike basic calculators that assume a flat return rate for all investments, this analyzer uses historical category-wise returns based on your investment time horizon. For example, Equity Mid-Cap funds might deliver higher returns over 10 years compared to 3 years, while Debt funds provide more stability for shorter durations.
Instantly see if your current SIPs will meet your target corpus.
Returns are automatically adjusted based on whether you are investing for 3, 5, or 10+ years.
Get a model portfolio recommendation ("Aggressive") tailored to your time horizon.