How can I calculate my SIP returns in This fund?
The SIP Returns Calculator on the Calculators tab lets you simulate any monthly SIP amount in This fund over any period within its NAV history. It uses actual historical NAV data — not assumed returns — and shows total invested amount, current corpus value and absolute return.
What would a monthly SIP of ₹ 500 in This fund have returned?
Using the SIP Returns Calculator, you can compute the exact corpus created by a ₹ 500 per month SIP in This fund over any historical period. The result shows your invested amount, current value and absolute return using real NAV data. Use the Calculators tab for the exact historical figure.
What is the lumpsum return calculator for This fund?
The Rolling Returns Calculator in the Calculators tab shows the CAGR of a lumpsum investment in This fund for all possible start dates over a chosen holding period. It displays the best, worst and median CAGR so you can see the range of outcomes rather than a single point-in-time number.
What is a SWP (Systematic Withdrawal Plan) and how does it work for This fund?
A SWP lets you withdraw a fixed monthly amount from This fund while keeping the remaining units invested and compounding. The SWP Calculator in the Calculators tab lets you set an initial lumpsum, a monthly withdrawal amount and a duration to estimate how long the corpus lasts and what the final value would be.
What are the rolling returns of This fund for a 5-year SIP?
The Rolling Returns Calculator in the Calculators tab shows SIP returns for This fund across 1Y, 3Y, 5Y, 7Y and 10Y holding periods using every possible start date in the fund's history. This reveals the best, median and worst SIP outcomes — far more informative than a single trailing return figure.
How much do I need to invest monthly in This fund to build a corpus of ₹1 crore?
You can use the SIP Returns Calculator to reverse-engineer a ₹1 crore target. Enter different SIP amounts and holding periods using This fund's actual historical NAV data to find the combination that fits your goal.
What is the difference between SIP and lumpsum investing in This fund?
A SIP in This fund invests a fixed amount (minimum ₹ 500) every month, averaging the purchase NAV over time and reducing market timing risk. A lumpsum invests the full amount at once — it outperforms SIP in strong uninterrupted bull markets but carries higher timing risk. Both approaches can be simulated in the Calculators tab.
How does the rolling returns calculator differ from trailing returns for This fund?
Trailing returns for This fund are fixed to a single end date — today — and measured backwards over 1Y, 3Y, 5Y etc. They can be misleading if today happens to be a market peak or trough. Rolling returns, by contrast, show performance across every possible investment window of the chosen length within This fund's history. Rolling returns are in the Rolling Returns section of the Performance tab; the rolling SIP calculator is in the Calculators tab.
What is the impact of expense ratio on my SIP returns in This fund?
The expense ratio is deducted daily from the NAV and is already baked into all historical return figures shown in the Calculators tab. Over a 20-year investment, a 1% higher expense ratio reduces the final corpus by roughly 18–22%. This makes Direct plan selection critical — it directly adds to your compounding NAV.
Are the SIP return calculations based on actual NAV data for This fund?
Yes — all calculators use This fund's actual historical NAV data. This makes results far more accurate than generic calculators that assume a fixed 12% or 15% annual return. You can select any historical SIP start date and duration within the fund's history to see real-world outcomes.
