Axis Bank SIP (Systematic Investment Plan) Calculator Online
Calculate the future value of your SIP investment
Goal Amount
Expected Return (P.A)
Time Period
Summary
To achieve a goal amount of ₹15,00,000 in 10 year(s), and at 5% inflation, you would need to invest ₹9,20,869 at a 10% rate of return.
Summary
To achieve a goal amount of ₹15,00,000 in 10 year(s), and at 5% inflation, you would need to invest ₹9,20,869 at a 10% rate of return.
Total Investment Breakup
Lumpsum Investment
Interest Earned
Total Investment
| Year | Investment Amount (₹) |
Wealth Gained (₹) |
Expected Amount (₹) |
|---|
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Axis SIP Calculator
All you need to know about Axis Systematic Investment Plan Calculator (SIP)
There are many fund houses that offer mutual funds that can be invested in through SIPs, one of which is Axis Mutual Fund. But hey, doing all those SIP calculations and estimations can be a little overwhelming. Don’t sweat it! If you’re thinking about putting your money into any Axis Mutual Fund plan using SIP, then we have a magic tool for you – the Axis SIP calculator by smallcase.
Yes, with the Axis Bank SIP Calculator by smallcase, you can effortlessly figure out the amount that needs to be contributed every month to reach your long-term financial goals.
What is an Axis SIP Calculator?
Axis SIP Calculator is an online tool that helps you calculate the returns from a Systematic Investment Plan (SIP) investment in Axis Mutual Funds. The majority of mutual fund companies in India, including Axis Bank, provide the option of investing through SIPs. This valuable tool is used for generating wealth, especially for individuals looking to invest in the market. Therefore, with Axis Bank SIP calculator, you start working by doing simple inputs like investment amount, expected rate of return, investment tenure, and step-up rate (if applicable).
How to Use smallcase Axis SIP Calculator Online?
Utilising the Extended Internal Rate of Return (XIRR) metric, the smallcase online SIP calculator for Axis Bank SIPs evaluates the returns of various Axis mutual fund schemes over past timeframes. Through this value, the MF SIP calculator for Axis Bank by smallcase assists in approximating the eventual maturity value of your investment.
Thus, let’s have a look at how a smallcase Axis mutual fund sip calculator can be a hassle tool for you to know prominent returns.
Step-1:
Select the fund of your choice, such as Axis Bluechip fund or Axis smallcap fund, which can be calculated by Axis SIP calculator offered by smallcase..
Step-2:
Move the slider or enter the return rate on the Axis Bank SIP calculator.
Step-3:
Choose & adjust the investment period by moving the slider or manually entering the number.
Step-4:
Click on the ‘Invest now’ button.
Formula Used for the Axis Bank SIP Calculator at smallcase
smallcase uses a global standardisation method to calculate Axis Bank SIP to determine the total returns you have incurred. The Axis monthly SIP calculator formula is as follows:
A = P*((1+i)^n)-1)/i)*(1+i)
The variables in this equation represent the following:
| A | Amount received by you |
| P | SIP Amount |
| i | Compounded rate of return |
| n | Number of months |
Let’s take an example. Suppose an investor decides to invest in SIP of Rs. 10,000 for a year at a return rate of 12%
Amount invested = Rs. 1,20,000
Expected return rate amount = Rs. 1,28,093
Interest Earned = Rs. 8,093
Given below is a list of projected SIP rates of interest in Axis Bank for various investment durations. Their maturity values have been calculated using the Axis Bank SIP calculator on smallcase:
| Duration | Amount Invested Monthly | Maturity Value |
| 1 year | 10,000 | ₹1,28,093 |
| 5 years | 10,000 | ₹8,24,864 |
| 8 years | 10,000 | ₹16,15,266 |
| 10 years | 10,000 | ₹23,23,391 |
| 12 years | 10,000 | ₹32,22,522 |
| 15 years | 10,000 | ₹50,45,760 |
| 20 years | 10,000 | ₹99,91,479 |
Therefore, by using the Axis SIP calculator, you can easily determine the SIP amount earned over years on an initial investment of Rs. 10,000 at an annual interest rate of 12%.
SIP Plans Available with Axis Bank
For risk-averse investors, investing in mutual funds through SIP via Axis Bank sip plan is one of the best investment options. SIP is a more strategic and disciplined approach since it enables you to contribute smaller monthly amounts into the mutual fund system rather than making large lump sum deposits. At last, Axis mutual fund SIP calculator resembles a convenient method to steadily grow your investment without experiencing a significant financial burden all at once!
Here are some of the best Axis Bank SIP plans for 5 years:
| Name | 5 Year Return | Monthly SIP | Maturity Amount |
| Axis Small Cap Fund | 31.9% | ₹10,000 | ₹14,77,787 |
| Axis Midcap Fund | 28.2% | ₹10,000 | ₹13,19,523 |
| Axis Growth Opportunities Fund | 27% | ₹10,000 | ₹12,72,505 |
| Axis Flexi Cap Fund | 20% | ₹10,000 | ₹10,34,541 |
| Axis ELSS Tax Saver Fund | 18.3% | ₹10,000 | ₹9,85,018 |
| Axis Bluechip Fund | 17.6% | ₹10,000 | ₹9,65,460 |
| Axis Equity Hybrid Fund | 16.5% | ₹10,000 | ₹9,35,666 |
| Axis Multi Asset Allocation Fund | 16.3% | ₹10,000 | ₹9,30,370 |
| Axis Balanced Advantage Fund | 15% | ₹10,000 | ₹8,96,816 |
| Axis Gold Fund | 13.4% | ₹10,000 | ₹8,57,524 |
Axis Lumpsum Calculator on smallcase
The Axis Lumpsum Calculator on smallcase is a free online tool that helps investors to calculate the potential returns on their lumpsum investments in Axis mutual funds SIP calculator. The Axis lumpsum calculator considers factors such as the lumpsum investment amount, investment duration, and anticipated rate of return. Utilizing the smallcase Axis SIP calculator and the SIP lumpsum calculator offered by Axis Bank, you can compute returns based on your specific investment amount.
Here are some of the features of the Axis Lumpsum Calculator on smallcase:
- It presents a user-friendly and straightforward interface.
- It swiftly and precisely calculates the projected returns on your lumpsum investment.
- It aids in strategizing lumpsum investments to fulfil your financial objectives.
- You can compute returns for various investment durations and anticipated rates of return.
- Additionally, it presents a visual representation of the projected returns.
Benefits of Using Axis Bank SIP Calculator
By using an online smallcase Axis Bank SIP interest rate calculator you can get exposure to the below-mentioned benefits:
- Simple & Efficient: The Axis SIP calculator is a simple and easy online tool that is available to calculate your SIP investments.
- Creative Freedom: Through the Axis SIP Calculator, you have the flexibility to select any scheme and investment duration, providing you with the creative liberty to thoughtfully strategise your financial matters.
- Low Initial Investment: With the smallcase Axis Bank SIP Calculator, you can calculate the SIP maturity amount for any amount you like as per your financial situation even as low as Rs. 500.
- It’s Free to Use: The results from this Axis calculator for SIP are available online within minutes, and anyone can access them.
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Frequently Asked Questions
How to open a SIP account in Axis Bank?
Following the below-mentioned steps to open a SIP account in Axis Bank
- Go to the Axis Bank website and click on the “Investments” tab.
- Click on the “Mutual Funds” and then, click on the “SIP” tab.
- Select the mutual fund scheme you want to invest in.
- Enter the amount you want to invest and the frequency of investment.
- Link your bank account to the SIP account.
- Click on the “Submit” button.
How to invest in Axis Bank SIP?
Here are the steps on how to invest in Axis Bank SIP:
- Use the smallcase SIP calculator Axis Bank for free to calculate the returns on your chosen SIP schemes.
- Open an SIP account in Axis Bank. You can do this online or through a branch.
- Select the mutual fund scheme you want to invest in. You can choose from a variety of schemes, including equity funds, debt funds, and hybrid funds. You can use the Axis mutual fund calculator for SIP, offered by smallcase, to decide on which plan matches your investment objectives and risk tolerance.
- Decide the amount you want to invest every month. The minimum amount for a SIP in Axis Bank is Rs. 500.
- Link your bank account to the SIP account. This is so that the money can be deducted from your account automatically every month.
- You can also set up a recurring deposit in your bank account for the amount you want to invest every month.
How can the smallcase Axis Bank SIP calculator help you?
The Axis SIP Calculator on smallcase is an online tool that helps you calculate the returns from a Systematic Investment Plan (SIP) investment in Axis Mutual Funds.
How are the Axis Bank SIP taxed?
According to the Union Budget 2024-25, the taxation on capital gains has gone through significant revisions. The Short Term Capital Gains (STCG) tax on equity funds has gone up to 20%, and the Long Term Capital Gains (LTCG) tax on equity funds has been set at 12.50%.
Additionally, if you sell your debt fund units within three years (36 months), the tax will be as per your income tax slab. On the other hand, for debt funds held for over three years (36 months), the tax rate is now 12.50% without indexation benefits.
Why invest in Axis Bank's SIP plans?
You can invest in Axis bank SIP plans for the following reasons: low investment amount, flexibility, professional management, tax benefits and easy to track.
Does Axis Bank SIP have a lock-in period?
Yes, some Axis Bank SIPs have a lock-in period that varies on the scheme you’ve invested in. For example, for ELSS investments it is 3 years while for other debt funds the lock-period varies between 3 months to 3 years.
When can I withdraw my Axis Bank SIP?
You can withdraw from your ELSS Axis Bank SIP plans once the lock-in period of 3 years ends. However, for Axis SIP plans such as the Axis flexi cap fund there is no lock-in period.
What are the different types of SIP plans available in Axis Bank?
The types of mutual fund SIP plans in Axis Bank are determined by their asset allocation. There are three types of such plans typically available including: equity funds, debt funds and hybrid funds.
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