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 (₹) |
|---|
Investing Made Easy
smallcase offers 200+ readymade stock baskets, created and managed by SEBI-registered investment experts
Try smallcase
Investing Made Easy
smallcase offers 200+ readymade stock baskets, created and managed by SEBI-registered investment experts
Popular smallcases
Articles to help you discover the top stock collections in from trending market sectors
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.
Popular calculators on smallcase
Popular MF Investments
Frequently Asked Questions
How to open a SIP account in Axis Bank?
Here is how you can begin Axis Bank SIP investment through smallcase:
- Go to smallcase.com or the smallcase app, and login via your phone number
- Click on ‘Discover‘ and enter the name of the specific mutual fund name in the search bar and hit enter.
- You can click ‘invest now’ and select whether you want to invest a lump sum amount or start a SIP!
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?
Axis bank SIP plans have the following benefits: low investment amount, flexibility, professional management, tax benefits and easy tracking. However, given the advantages, it is upto the investor to conduct their own research and/or consult a financial advisor before choosing any fund to invest in.
Does Axis Bank SIP have a lock-in period?
Axis Bank SIP itself does not have a lock-in period. SIP is a method of regularly investing a fixed amount in mutual funds, and the duration of your investment is flexible. You can choose to invest for any length of time-based on your financial goals and preferences. However, the lock-in period may apply to certain types of mutual funds, including ELSS mutual funds that have a lock-in period of 3 years. Investors can redeem their units at any time, but any units redeemed are subject to any applicable exit load.
When can I withdraw my Axis Bank SIP?
If you have invested in an Axis Bank ELSS mutual fund, you can redeem your active SIP investment after the lock-in period of 3 years. You can stop equity and debt-based Axis Bank SIP plans at any time and pay any exit load that is applicable. After stopping, you can either redeem your money or continue to remain invested in the fund.
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.
Discover Popular Articles by smallcase
Learn more about various financial instruments, trending sectors, popular themes, and companies that are thriving in the current markets before investing.
ETFs 101- What are Exchange Traded Funds (ETFs)? A Beginner’s Guide to Investment
Read More
What is SIP in Stocks?
Read More
Best High Beta Stocks in Nifty 50
Read More
Top Liquid Shares in India (2025)
Read More
Stock Investing Made Easy
Simple, quick and delightful investing for you!
Scan to Download
Don't take our word for it
smallcase is trusted across the Indian investment ecosystem
Finally got access to @smallcaseHQ and gotta admit, it ‘s the most beautiful investment product I’ve ever seen.
first stock market investment today. in case you’re a stock market noob like me, highly recommend @smallcaseHQ!
One product that impressed me a lot in last 1 yr & also benefitted me personally is @smallcaseHQ – never got interested in markets earlier 🥇
Lately, been playing w/ stocks & wealth mgmt apps. Amongst all,@smallcaseHQ is the shining star. Absolute recco on 💻 & 📱
OK! I found @smallcaseHQ at this odd hour. ALAG LEVEL. Isn’t it alike your own mutual fund?
The best investment tech startup in India today.@smallcaseHQ hoping you guys are the catalyst to get the next million to the markets 🙂
@smallcaseHQ love your product! Kudos!
@smallcaseHQ! What a brilliant product. One of the best I’ve seen.
Agree ” mutual funds sahi hai “, but somehow started feeling smallcase better hai! ☺ What a product! Thanks @smallcaseHQ and@zerodhaonline !!
Felt like Buffett when I logged on to @smallcaseHQ today 😀 There are only two kind of ppl – those who have a Smallcase and those who will!
Take a bow @smallcaseHQ! What an incredible product! 🙏🏻 The ease at which you make equity investing happen – such a breath of fresh air!
They way I am promoting @smallcaseHQ I won’t be surprised if I am mistaken as their business development executive. Impressive product. Keep up the great work you are doing. Happy new year.
Ladies and gentlemen, check out @smallcaseHQ. Even if you don’t end up investing, you’ll be impressed by how pretty it is! 😘
Great way for those early to investing to get exposure to sectors/themes thru @smallcaseHQ. Well researched and easy to buy and manage portfolios.
Had an Amazing experience on building own #theme based#portfolio And guess what i can customise the amount i want to #invest and where to #invest@smallcaseHQ @AxisDirect_In
Fallen in love with @smallcaseHQ– what a smooth, smooth product. Anybody else here using it?
A very simple, low cost asset allocation solution using ETFs is to go for All Weather Portfolio offered by @smallcaseHQ
Invested for the first time during muhurat trading. Adult feels max!@smallcaseHQ 🙌🏻
You can save this tweet of mine. @smallcaseHQ is the future of investing. They will beat the best performing mutual fund and pms hands down. Absolutely no comparison. The sooner people realise this, the better will be their cagr.
Only the best —> @smallcaseHQ Thank me after 10 years.
2 years to this tweet and @smallcaseHQ is still my top rated product
@smallcaseHQ has to be the most unique “fintech” idea I’ve seen in India. Should’ve taken it seriously long back.
Gotta say this. Smallcase is KILLING IT!!!! 🔥
smallcase is one of those rare businesses creating real value for customers/investors, through original thinking and great product design. Go @smallcaseHQ
Haven’t seen a better product than @smallcaseHQ in a while. Stunning.
@smallcaseHQ is one of the best new products that I’ve tried 😍
No matter how much I praise @smallcaseHQ It will still be less for them. Fantastic App, they have made investing so much simple and sharing your fav stocks too. Gamechanger in the fintech ecosystem.
So, I have been using @smallcaseHQ for investing some money and it’s one of the best I would say for rookies like me. Go ahead and try it out.
