Returns Calculator

Investment Mode

Category

Option

Scheme Name

Inception Date

Benchmark

Installment Amount (₹)

Frequency

SIP Date

From Date

To Date

Current Date

('Current Date' should be greater than 'To Date')

Calculate from Inception

Calculate Reset

	Investment amount per month
	Total Investment Amount
	On Date C, the Scheme value of your total investment ₹ Y would be ₹ Z
	Absolute return from Date to Date is X%
	XIRR return from Date to Date is X%
	Had you invested ₹ Y at Date A, the total value of this investment at Date C would have become Q
View Historical Fund Performance below:

Disclaimer:
Benchmark Returns are based on Total Return Index.

Since Inception return of the benchmark is calculated from the scheme inception date.

Past performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments.

While comparing the performance of investments made through SIPs with the respective benchmark of the scheme, the value of the Index on the days when investment is made is assumed to be the price of one unit. The “since inception” returns signify returns realized since the launch of the scheme. The returns calculated do not take into account Entry Load/ Exit Load. Hence actual “Returns” may be lower.

The return calculator has been developed and is maintained by ICRA Analytics Limited. Sundaram Asset Management Company Limited/ Trustees do not endorse the authenticity or accuracy of the figures based on which the returns are calculated; nor shall they be held responsible or liable for any error or inaccuracy or for any losses suffered by any investor as a direct or indirect consequence of relying upon the data displayed by the calculator.