Goal Based Mutual Fund Planner
Find investment needed for a future goal.
Goal Based Mutual Fund Planner
Year by year
| GoalCost | Invested | Value | Gap | |
|---|---|---|---|---|
| Year 0 | ₹50,00,000 | ₹0 | ₹1,00,000 | ₹49,00,000 |
| Year 1 | ₹53,00,000 | ₹4,46,433 | ₹5,88,542 | ₹47,11,458 |
| Year 2 | ₹56,18,000 | ₹8,92,866 | ₹11,38,962 | ₹44,79,038 |
| Year 3 | ₹59,55,080 | ₹13,39,299 | ₹17,59,097 | ₹41,95,983 |
| Year 4 | ₹63,12,385 | ₹17,85,732 | ₹24,57,778 | ₹38,54,607 |
| Year 5 | ₹66,91,128 | ₹22,32,165 | ₹32,44,954 | ₹34,46,174 |
| Year 6 | ₹70,92,596 | ₹26,78,598 | ₹41,31,835 | ₹29,60,760 |
| Year 7 | ₹75,18,151 | ₹31,25,031 | ₹51,31,050 | ₹23,87,101 |
| Year 8 | ₹79,69,240 | ₹35,71,464 | ₹62,56,830 | ₹17,12,411 |
| Year 9 | ₹84,47,395 | ₹40,17,898 | ₹75,25,205 | ₹9,22,190 |
| Year 10 | ₹89,54,238 | ₹44,64,331 | ₹89,54,238 | ₹0 |
Want Labdhi to check this number against your real situation?
Share the inputs and result with our team. We will call back with what changes once your risk profile, existing holdings and timeline are considered.
How this is worked out
The goal is inflated to its future cost. Your existing corpus is grown at the expected return; the monthly SIP is what fills the remaining gap, invested at the start of each month.
About this calculator
Use this calculator to find investment needed for a future goal. It works from Target Amount, Existing Corpus, Years and Expected Return, so you can adjust inputs and immediately see how the outcome changes.
- Estimate the recurring or lump sum investment needed for a future mutual-fund-led goal.
- Use it to plan education, retirement, home, or lifestyle milestones with inflation in mind.
- It helps connect a target goal amount with a disciplined investment path.
This calculator is an illustration based on the inputs you provide and the assumptions stated above. It is not a recommendation, a projection of actual returns, or a guarantee of any outcome. Actual results will differ. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Curious how this looks on your portfolio?
Our team can run these numbers against your real holdings, goals and timeline.