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Wealth Calculator

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The idea of becoming rich is overwhelming, but feels far from becoming real. If building long-term wealth is on your mind, optimize your current investments to suit your financial goals using the wealth calculator.

    Disclaimer: The calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. This tool is created to explain basic financial / investment related concepts to investors. The tool is created for helping the investor take an informed decision and is not an investment process in itself. Mutual Fund does not provide guaranteed returns. Investors are advised to seek professional advice from financial, tax and legal advisor before investing.

    Make small investment for bigger returns

    Invest small amount periodically in scheme of your choice

    Top Performing Funds to Start your SIP

    DirectRegular
    Fund NameAUM(Cr)Min Investment
    This Fund / BenchmarkSIExpand
    Worth of Investment
    (₹ 10,000)SIP
    Expand
    Expense Ratio

    Axis Nifty Capital Markets Index Fund

    Index
    69.72100
    N/A%/N/A%
    10,000.000.23

    Axis Multicap Fund

    Equity
    9,937.58100
    15.56%/12.96%
    7,80,248.060.74

    Axis NIFTY 100 Index Fund

    Index
    1,966.48100
    12.63%/12.94%
    11,70,337.000.21

    Axis Gold Fund

    FOF - Domestic
    3,092.33100
    11.45%/12.94%
    59,22,960.000.18

    Axis Small Cap Fund

    Equity
    27,840.05100
    22.33%/18.43%
    57,51,867.500.63

    Axis Value Fund

    Equity
    1,586.71100
    16.12%/10.27%
    8,45,119.440.76

    AXIS SILVER FUND OF FUND

    FOF - Domestic
    1,288.07100
    50.01%/51.96%
    12,96,128.000.08

    Axis Greater China Equity Fund of Fund

    FOF - Overseas
    4,168.37100
    4.92%/8.82%
    10,32,500.060.52

    Axis Nifty 500 Index Fund

    Index
    300.49100
    -0.43%/-0.15%
    2,31,139.750.11

    Axis Nifty Smallcap 50 Index Fund

    Index
    638.56100
    16.44%/17.52%
    7,33,414.060.27

    Axis Nifty Capital Markets Index Fund Index

    N/A
    Newly Launched

    Invest Now>

    Axis Multicap Fund Equity

    15.56%
    Popular Choice

    Invest Now>

    Axis NIFTY 100 Index Fund Index

    12.63%

    Invest Now>

    Axis Gold Fund FOF - Domestic

    11.45%

    Invest Now>

    Axis Small Cap Fund Equity

    22.33%

    Invest Now>

    Axis Value Fund Equity

    16.12%

    Invest Now>

    AXIS SILVER FUND OF FUND FOF - Domestic

    50.01%

    Invest Now>

    AUM as on 31-05-2026 | Expense Ratio as on 07-06-2026

    Disclaimer: Returns are calculated on standard investment of Rs 10,000. Click on Scheme Name to know more about Scheme Details.
    Past performance may or may not be sustained in future. Please consult your financial advisor before investing. Different plans have different expense structure.

    Click here to see Returns in SEBI Format

    Calculators: Your Path to Financial Freedom

    1Most Popular

    SIP Calculator

    Want to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
    1
    SIP CalculatorMost Popular
    Want to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
    12Most Popular

    ELSS Calculator

    Save on taxes with ELSS funds. Calculate your tax benefits and returns under Section 80C. Reductions is available only under old regime.
    12
    ELSS CalculatorMost Popular
    Save on taxes with ELSS funds. Calculate your tax benefits and returns under Section 80C. Reductions is available only under old regime.
    20Most Popular

    SWP Calculator

    Want regular income later? Plan withdrawals to enjoy your savings without worry.
    20
    SWP CalculatorMost Popular
    Want regular income later? Plan withdrawals to enjoy your savings without worry.
    17Most Popular

    Retirement Calculator

    Ready for a stress-free retirement? Estimate the savings you’ll need for your golden years.
    17
    Retirement CalculatorMost Popular
    Ready for a stress-free retirement? Estimate the savings you’ll need for your golden years.
    3

    Lumpsum Calculator

    Got a chunk of money to invest? Check how your one-time investment could grow over time.
    3
    Lumpsum Calculator
    Got a chunk of money to invest? Check how your one-time investment could grow over time.
    6

    SIP Top Up Calculator

    Boost your SIPs as your income grows. See how small increases can supercharge your savings.
    6
    SIP Top Up Calculator
    Boost your SIPs as your income grows. See how small increases can supercharge your savings.
    7

    Alpha Calculator

    Wondering if your fund beats the market? This tool shows how your fund performs compared to benchmarks.
    7
    Alpha Calculator
    Wondering if your fund beats the market? This tool shows how your fund performs compared to benchmarks.
    8

    Sharpe Ratio Calculator

    Curious about returns versus risk? Check if your fund gives you bang for your buck.
    8
    Sharpe Ratio Calculator
    Curious about returns versus risk? Check if your fund gives you bang for your buck.
    9

    Sortino Ratio Calculator

    Worried about losses? See how your fund handles downside risks for peace of mind.
    9
    Sortino Ratio Calculator
    Worried about losses? See how your fund handles downside risks for peace of mind.
    14

    EMI Calculator

    Planning a loan? Find out your monthly EMIs and align them with your investment plans.
    14
    EMI Calculator
    Planning a loan? Find out your monthly EMIs and align them with your investment plans.
    15

    CAGR Calculator

    Want to compare fund performance? This tool shows the annual growth rate of your investments.
    15
    CAGR Calculator
    Want to compare fund performance? This tool shows the annual growth rate of your investments.
    16

    Inflation Calculator

    Worried about rising prices? Plan investments to stay ahead of inflation in India.
    16
    Inflation Calculator
    Worried about rising prices? Plan investments to stay ahead of inflation in India.
    18

    HRA Calculator

    Renting a home? Calculate your HRA tax exemptions to save more money.
    18
    HRA Calculator
    Renting a home? Calculate your HRA tax exemptions to save more money.
    19Most Popular

    STP Calculator

    Got a big sum to invest? Plan systematic transfers to spread your money wisely.
    19
    STP CalculatorMost Popular
    Got a big sum to invest? Plan systematic transfers to spread your money wisely.
    10

    Treynor Ratio Calculator

    Want to know how your fund fares in volatile markets? This tool measures returns against market swings.
    10
    Treynor Ratio Calculator
    Want to know how your fund fares in volatile markets? This tool measures returns against market swings.
    11

    Asset Allocation Calculator

    Not sure how to split your money between stocks and bonds? Find the perfect mix for your goals.
    11
    Asset Allocation Calculator
    Not sure how to split your money between stocks and bonds? Find the perfect mix for your goals.
    2Most Popular

    SIP Calculator (Monthly SIP Amount Known)

    Want to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
    2
    SIP Calculator (Monthly SIP Amount Known)Most Popular
    Want to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
    4

    Lumpsum Calculator

    Got a chunk of money to invest? Check how your one-time investment could grow over time.
    4
    Lumpsum Calculator
    Got a chunk of money to invest? Check how your one-time investment could grow over time.
    5

    SIP Top Up Calculator

    Boost your SIPs as your income grows. See how small increases can supercharge your savings.
    5
    SIP Top Up Calculator
    Boost your SIPs as your income grows. See how small increases can supercharge your savings.
    31Most Popular

    STP Calculator(I already have an investment)

    Got a big sum to invest? Plan systematic transfers to spread your money wisely.
    31
    STP Calculator(I already have an investment)Most Popular
    Got a big sum to invest? Plan systematic transfers to spread your money wisely.
    30Most Popular

    SWP Calculator(I wish to start my SWP immediately)

    Want regular income later? Plan withdrawals to enjoy your savings without worry.
    30
    SWP Calculator(I wish to start my SWP immediately)Most Popular
    Want regular income later? Plan withdrawals to enjoy your savings without worry.
    21

    Equity Fund Calculator

    Love the thrill of stocks? See how equity funds can grow your money.
    21
    Equity Fund Calculator
    Love the thrill of stocks? See how equity funds can grow your money.
    22

    Debt Fund Calculator

    Prefer playing it safe? Check returns from stable debt funds.
    22
    Debt Fund Calculator
    Prefer playing it safe? Check returns from stable debt funds.
    23

    Hybrid Fund Calculator

    Want growth and safety? Explore returns from funds mixing stocks and bonds.
    23
    Hybrid Fund Calculator
    Want growth and safety? Explore returns from funds mixing stocks and bonds.
    24

    Balanced Fund Calculator

    Like a steady approach? See how balanced funds keep your portfolio stable.
    24
    Balanced Fund Calculator
    Like a steady approach? See how balanced funds keep your portfolio stable.
    25

    Thematic Fund Calculator

    Excited about sectors like tech or green energy? Estimate returns from thematic funds.
    25
    Thematic Fund Calculator
    Excited about sectors like tech or green energy? Estimate returns from thematic funds.
    26

    Large Cap Fund Calculator

    Trust big companies? Calculate returns from stable large-cap funds.
    26
    Large Cap Fund Calculator
    Trust big companies? Calculate returns from stable large-cap funds.
    27

    Mid Cap Fund Calculator

    Ready for growth with some risk? See how mid-cap funds can boost your wealth.
    27
    Mid Cap Fund Calculator
    Ready for growth with some risk? See how mid-cap funds can boost your wealth.
    28

    Small Cap Fund Calculator

    Feeling adventurous? Explore returns from small-cap funds.
    28
    Small Cap Fund Calculator
    Feeling adventurous? Explore returns from small-cap funds.
    29

    Multi Cap Fund Calculator

    Want a bit of everything? Calculate returns from funds investing across all market sizes.
    29
    Multi Cap Fund Calculator
    Want a bit of everything? Calculate returns from funds investing across all market sizes.
    32

    Index Fund Calculator

    Prefer low-cost investing? See how index funds tracking the market perform.
    32
    Index Fund Calculator
    Prefer low-cost investing? See how index funds tracking the market perform.

    Frequently Asked Questions

    How accurate are wealth calculators?

    Wealth calculators strive to provide reliable estimates based on the data and assumptions entered by you. However, it's important to understand that these projections are subject to market fluctuations and changes in investment performance. While calculator utilise advanced algorithms to make reasonable predictions, they cannot guarantee precise outcomes. The accuracy of the results largely depends on the accuracy of the inputs provided by you and the assumptions used in the calculator.

    Can I rely solely on a wealth calculator for financial planning?
    Can a wealth calculator help me with investment decisions?