Tata SIP 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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Tata SIP Calculator
All you need to know about Tata Systematic Investment Plan (SIP) Calculator
The Tata SIP Calculator is an essential tool that allows investors to estimate potential returns from their investments in Tata Mutual Funds via a Systematic Investment Plan (SIP). Whether you are new to investing or a seasoned investor, the Tata SIP calculator simplifies the process of financial planning by giving you a clear projection of your investment growth.
What is Tata SIP Calculator?
The Tata SIP Calculator is an online tool designed to help investors calculate the future value of their SIP investments. By entering key details such as the investment amount, expected rate of return, and duration, this calculator gives a projected value of your investments, that is, how your wealth can grow over a particular period through consistent investments in Tata Mutual Fund schemes.
How to Use Tata Mutual Fund SIP Calculator?
Using the Tata SIP Calculator online is simple. Here’s a step-by-step guide for estimating your potential returns:
- Enter the Monthly Investment Amount: For example, let’s say you want to invest ₹1,000 monthly.
- Input the Expected Annual Return Rate: Suppose you expect a 12% annual return.
- Select the Investment Tenure: Choose a duration, such as 1 year, 5 years, 10 years, 15 years, or 20 years.
- View the Estimated Returns: The calculator will show your projected returns based on the entered values.
Here’s an example of investing ₹1,000 per month:
| Years | Total Investment | Estimated Returns | Future Value |
| 1 | ₹12,000 | ₹741 | ₹12,741 |
| 5 | ₹60,000 | ₹21,616 | ₹81,616 |
| 10 | ₹1,20,000 | ₹99,604 | ₹2,19,604 |
| 15 | ₹1,80,000 | ₹2,79,566 | ₹4,59,566 |
| 20 | ₹2,40,000 | ₹6,65,205 | ₹9,05,205 |
Formula for Tata SIP Returns Calculator
Tata SIP Calculator India uses the following formula to calculate returns:
(FV) = P x {[(1 + r) n – 1] ÷ r} x (1 + r)
Where:
- FV = Future Value of the investment
- P = Monthly SIP amount
- r = Periodic interest rate (annual return rate)
- n = Number of SIP installments
This formula allows for a clear estimation of the compounded returns over the investment period.
Example of Tata SIP Calculation
Let’s take an example where an investor puts ₹10,000 into a Tata Mutual Fund SIP, expecting an annual return of 12%. Here’s how the future value of the investment might look over different time frames:
| Years | Total Investment | Estimated Returns | Future Value |
| 1 | ₹1,20,000 | ₹7,410 | ₹1,27,410 |
| 5 | ₹6,00,000 | ₹2,16,159 | ₹8,16,159 |
| 10 | ₹12,00,000 | ₹9,96,042 | ₹21,96,042 |
How Can Tata SIP Calculator Help You?
The Tata Mutual Fund SIP Calculator is beneficial for investors looking to:
- Plan Financial Goals: It provides an estimation of how much your monthly investments will grow over time.
- Track Progress: Investors can adjust SIP contributions based on the projected value.
- Simplify Financial Planning: The calculator is equipped to provide a quick forecast of your returns in just a few minutes.
List of Tata SIP Mutual Funds
Here are a few top-performing Tata Mutual Funds and their 5Y performance:
| Fund Name | 5Y Return (%) | Monthly SIP (Rs.) | Maturity Amount (After 5 years) |
| Tata Small Cap Fund | 36.45% | 10,000 | 17,03,450 |
| Tata Infrastructure Fund | 31.66% | 10,000 | 14,66,876 |
| Tata Digital India Fund | 30.63% | 10,000 | 14,21,097 |
| Tata India Pharma & Healthcare Fund | 30.41% | 10,000 | 14,11,535 |
| Tata Mid Cap Growth Fund | 29.79% | 10,000 | 13,84,988 |
| Tata Resources & Energy Fund | 29.65% | 10,000 | 13,79,074 |
| Tata India Consumer Fund | 25.79% | 10,000 | 12,27,075 |
| Tata Equity P/E Fund | 25.67% | 10,000 | 12,22,675 |
| Tata Ethical Fund | 25.21% | 10,000 | 12,05,977 |
| Tata Large & Mid Cap Fund | 23.52% | 10,000 | 11,46,902 |
Disclaimer: Please note that the above list is for educational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing.
Advantages of Using Tata SIP Calculator
- Ease of Use: The Tata SIP Calculator online is user-friendly and offers quick results with minimal input.
- Accuracy: It provides a fairly accurate projection of your SIP returns based on historical performance.
- Free to Use: There is no cost associated with using the Tata Mutual Fund SIP Calculator, and it can be accessed any time.
- Customisable: Users can adjust the investment amount, tenure, and return rate to tailor the calculations to their specific needs.
The Tata SIP Calculator is an effective investment-based calculator for anyone looking to invest in mutual funds systematically. By giving you an estimate of the future value of your investments, it simplifies the process of financial planning and helps you make more informed decisions about your SIP contributions.
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Frequently Asked Questions
What is a Tata SIP Calculator?
It is an online tool that estimates the future value of your SIP investments in Tata Mutual Funds based on inputs like monthly amount, return rate, and duration.
Is the Tata SIP Calculator free to use?
Yes, the Tata SIP Calculator is free and accessible online for all users.
Can I calculate returns for different time periods?
Yes, the Tata SIP Calculator allows you to customize the investment duration to view potential returns over various time frames.
How accurate is the Tata SIP Calculator?
While the calculator provides accurate estimates based on historical data, actual returns may vary due to market conditions.
What details are required to use the Tata SIP Calculator?
You need to input the monthly SIP amount, expected rate of return, and the desired investment duration.
Does Tata SIP have a lock-in period?
Yes, some Tata 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.
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