Analyze your mutual fund portfolio. Check if your current SIPs are aligned with your financial goals.
SIP Portfolio Analyzer
Check if your current investments are aligned with your financial goals.
Your Goal
₹25.00 L
Your Investments
Analysis
Total Yearly Inv.
₹60,000
Target Goal
₹25.00 L
Projected Corpus
₹12.33 L
Shortfall of ₹12.67 L
You need to increase your monthly investment by approximately ₹10,554.973 to reach your goal.
Asset Allocation
| Category | Total Inv. | Proj. Value |
|---|---|---|
Large Cap | ₹6.00 L | ₹12.33 L |
Rebalance Strategy
Analysis based on historical returns. For a 10-year goal, a proper asset mix (Aggressive Strategy) is recommended:
About SIP Portfolio Analyzer
The SIP Portfolio Analyzer is a powerful tool designed to help you verify if your current or planned mutual fund investments are aligned with your financial goals.
Unlike basic calculators that assume a flat return rate for all investments, this analyzer uses historical category-wise returns based on your investment time horizon. For example, Equity Mid-Cap funds might deliver higher returns over 10 years compared to 3 years, while Debt funds provide more stability for shorter durations.
🎯 Goal Gap Analysis
Instantly see if your current SIPs will meet your target corpus.
📊 Dynamic Returns
Returns are automatically adjusted based on whether you are investing for 3, 5, or 10+ years.
⚖️ Rebalance Strategy
Get a model portfolio recommendation ("Aggressive") tailored to your time horizon.