Calculators
As believers in the power of data to make informed decisions, we have developed a suite of useful calculators for you. They are a simple starting point for your financial journey.
SIP calculator
step-up SIP calculator
SWP Calculator
Lumpsum Investment Calculator
SIP calculator
What is an SIP?
A Systematic Investment Plan (SIP) lets you invest small, regular amounts into mutual funds. It's a steady, practical investment approach that builds discipline, averages out market costs, and helps your money grow meaningfully over time.
Why we encourage SIPs
SIPs bring together the two values we hold highest at AUTUS Wealth — discipline and time. They let your wealth grow steadily, ride through volatility, and build confidence in your financial future without the stress of timing the market.
Using this calculator
Enter your monthly investment, duration, and expected return (typically 10–14% for equity funds or 6–8% for balanced funds). The calculator shows your total investment and estimated corpus. Easily visualise the rewards of long-term consistency.
SIP calculator
For a total of ₹6,00,000 invested, your estimated corpus value would be ₹11,50,000.
STEP-UP SIP calculator
What is a Step-Up SIP?
A Step-Up SIP lets you increase your investment amount each year by a fixed percentage, like 5–10%. It's ideal for investors whose income and/or confidence grows over time — helping their contributions and wealth rise together.
Why we encourage STEP-UP SIPs
At AUTUS Wealth, we believe your investments should grow in rhythm with your life. Step-ups help you stay ahead of inflation, strengthen your goals, and make the most of your peak earning years. In other words, you steadily compounding both wealth and discipline.
Using this calculator
Enter a comfortable starting amount, annual increase, duration, and expected return (typically 10–14% for equity or 6–8% for hybrid funds). The calculator shows your total investment and final corpus. You will see how gradual increases create outsized long-term impact.
STEP-UP SIP calculator
For a total of ₹9,56,245 invested, your estimated corpus value would be ₹16,87,163.
SWP calculator
What is an SWP?
A Systematic Withdrawal Plan (SWP) lets you withdraw a fixed amount from your mutual fund investments at regular intervals while the remaining corpus continues to grow. It's ideal for creating steady, "salary-like" income, especially during retirement.
Why we encourage SWPs
Building wealth is one thing, but using it is as important. An SWP ensures financial independence through regular, planned income. You get stability, flexibility, and peace of mind throughout your retirement years.
Using this calculator
Enter your initial investment, monthly withdrawal, expected return (typically 6–10%), and duration. The calculator shows your total withdrawn amount and remaining corpus, helping you plan sustainable, long-term income without depleting your wealth.
SWP calculator
After a total of ₹60,00,000 withdrawn, your estimated corpus value would be ₹2,15,01,934.
LUMPSUM INVESTMENT calculator
What is a Lumpsum Investment?
A lumpsum investment is a one-time investment of a large amount into mutual funds or other financial instruments. It's ideal when you have a significant amount available and want it to grow over time through the power of compounding.
Why we encourage Lumpsum Investments
Lumpsum investments allow your entire capital to work from day one, maximizing the benefit of compounding over time. When markets are favorable or you have excess capital, a lumpsum investment can be an excellent wealth-building tool.
Using this calculator
Enter your initial investment amount, investment period (years), and expected annual return (typically 8–14% for equity funds). The calculator shows how your lumpsum investment grows over time, helping you visualize the power of long-term compounding.
LUMPSUM INVESTMENT calculator
For a lumpsum of ₹1,00,000 invested for 10 years, your estimated corpus value would be ₹3,10,585.