Goal-based SIP Calculator
Pick a goal, tell us what it costs today and when you need it. We'll work out what it will cost then, and the monthly SIP that gets you there.
My goal plan
Add goals to see the total monthly SIP for all of them together.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
This calculator is for illustration only. Returns and inflation are assumptions you choose; they are not guaranteed and actual results will vary. It is not investment advice or a recommendation of any scheme. Calculations assume monthly SIPs at the start of each month, with returns compounded monthly.
Wealth Analytica Pvt Ltd · AMFI-registered Mutual Fund Distributor · ARN-347542
Portfolio X-ray
Upload your mutual fund Consolidated Account Statement (CAS) and see what you really own: how much your funds overlap, where your money sits by sector and asset class, and what you pay in expenses each year.
Asset allocation
Looking through each fund to what it actually holds.
Your funds
Fund overlap
Share of each pair's equity portfolio invested in the same companies. Above 50% means the two funds largely hold the same stocks.
Sector concentration
Share of your equity exposure.
Top companies you own
Combined through all your funds, as a share of your whole portfolio.
Market-cap mix
Indian equity by SEBI size band (Nifty 100 = large, next 150 = mid).
Expense ratio drag
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
This X-ray is an analytical view of the holdings you provide. It is not investment advice or a recommendation to buy, sell or switch any scheme. Fund portfolios come from each AMC's monthly portfolio disclosure (compiled by the open-source fund-disclosures project) and are usually 4–6 weeks old. Expense ratios are AMFI's published TER (). Market-cap bands use NSE's Nifty 100 and Nifty Midcap 150 lists. Figures may differ from your fund's latest factsheet.
Wealth Analytica Pvt Ltd · AMFI-registered Mutual Fund Distributor · ARN-347542
Retirement Drawdown Planner
See how long your retirement money lasts, year by year. It combines your pension, rental and other income with withdrawals from your corpus, then applies inflation and India's income tax rules to each year.
Corpus over time
How each year is paid for
Year by year
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
This planner is an illustration based on assumptions you choose. Returns, inflation and tax rules will change, and actual results will differ. It is not investment, tax or retirement advice. Tax uses the new regime for FY 2026-27: slabs from ₹4 lakh, rebate making income up to ₹12 lakh tax-free, ₹75,000 standard deduction on pension, 30% standard deduction on rent, equity long-term gains at 12.5% above ₹1.25 lakh, debt fund gains and interest at slab rates, surcharge and 4% cess. Withdrawals are taken at the start of each year; returns are applied at the end. Please consult a tax professional for your situation.
Wealth Analytica Pvt Ltd · AMFI-registered Mutual Fund Distributor · ARN-347542