Future Goal Investment Calculator with Mutual Funds, PPF & RD

Future Goal Investment Calculator

Your Current Age (Years)

Target Retirement Age (Years)

Current Monthly Salary (Rs.)

Annual Salary Increment (%)

What % of Salary do you want to invest? 5% 10% 15% 20% 25% 30%

ELSS Fund (Retirement)

Fixed CAGR: 15%

PPF (Dependants)

Fixed CAGR: 7.1%

RDs (Emergencies) Interest Rate (%)

Choose Funds for Other Necessities Flexicap Fund (15% CAGR) Multicap Fund (15% CAGR) Index Fund (12% CAGR)

Your Future Financial Goal Amount (Rs.)

Projected Investment Growth

Initial Monthly Investment:

Total Amount Invested:

Total Accumulated Value:

ELSS Fund (Retirement):

Funds for Other Necessities:

PPF (Dependants):

RDs (Emergencies):

CAGR Disclaimer: The Compound Annual Growth Rates (CAGRs) used (ELSS: 15%, Flexicap/Multicap: 15%, Index Fund: 12%, PPF: 7.1%, RDs: 6.0%) are historically achievable minimums as per data and could vary significantly in the future. This calculation is an estimate and not a guarantee of returns.

Important Disclaimer: Market investments are subject to risks, including the potential loss of principal. The Compound Annual Growth Rates (CAGRs) used (ELSS: 15%, Flexicap/Multicap: 15%, Index Fund: 12%, PPF: 7.1%, RDs: User Defined%) are historically achievable minimums as per data and could vary significantly in the future. This calculation is an estimate and not a guarantee of returns. This webpage contains information for educational and self-calculation purposes only. It does not provide any investment advice or recommendations. Before making any investment decisions in stocks, mutual funds, or any other financial instruments, it is strongly advised to consult with a SEBI-registered financial advisor who can assess your individual financial situation, risk tolerance, and investment goals. Note (for SWP section): This SWP calculation assumes the ELSS fund continues to grow at its fixed 15% CAGR during the withdrawal phase. Market returns can vary. Always consult a financial advisor for personalized advice.