Get the Information You Need

Find out the performance of our mutual funds and pension schemes through our interactive tools.
Tools & Resources

Fund Return Calculator

See how your investment would have grown over any period

Rs.
Final Value
Rs.
Absolute Return
total gain / loss
Annualized Return
Annualized return (CAGR)
Annualized return (simple)
Investment period
Tools & Resources

Smart Savings Calculator

See how your monthly savings can grow over time

Rs.
Years
%
Future Portfolio Value
Rs.
Total Amount Invested
Rs.
Returns Earned
Rs.
Amount Invested Returns Earned
Monthly savings
Savings duration
Total payments made
Annual return rate
Effective monthly rate
Total invested
Future portfolio value
Tools & Resources

Retirement Growth Calculator

Plan your retirement corpus and monthly income with regular savings

Rs.
Yrs
%
Retirement at age 60. Your input rate is halved to 10% as an inflation-adjusted real return.
Total Retirement Corpus
Rs. at age 60
Total Invested
Rs. total contributions
Years to Retirement
saving period
Portfolio growth over time
What can you do with your corpus?
01
Full Lump Sum
Withdraw your entire corpus at retirement
Rs. lump sum
02
50% Lump Sum + Monthly Income
Take half as lump sum, invest rest for monthly income over 10 years
Rs. lump sum (tax-free)
Rs. / month for 10 years
03
Full Monthly Income Plan
Invest entire corpus for monthly income over 10 years
Rs. / month for 10 years
Annuity payout rate: 12% p.a. · Payout period: 10 years
Tools & Resources

Tax Credit Calculator

See how much tax you can save by investing in mutual funds and pension schemes

Rs.
Rs.
Rs.
Annual Income
Rs.
Annual Tax (before credit)
Rs.
Effective Tax Rate
% of annual income
Your Tax Savings
Mutual Fund Tax Credit
Pension (VPS) Tax Credit
Total Tax Credit
combined savings
Tax breakdown
Monthly income
Annual income
Annual tax (gross)
Effective tax rate
Max MF eligible (20% of income, cap Rs. 2M)
Max VPS eligible (20% of income)
Tax after credits
Tax brackets are based on published FBR rates. This calculator is for illustrative purposes only and does not constitute tax or financial advice. Consult a tax professional for personalised guidance.
Tools & Resources

Portfolio Calculator

Build a multi-fund portfolio and see how it would have grown over any period

0 / 5 funds
Portfolio Value
Rs. at end date
Total Invested
Rs.
Return on Investment
Portfolio value over time
Fund Breakdown
Fund Invested Units NAV (start → end) End Value Return
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