Invesco SIP Calculator

Investing in mutual funds through Systematic Investment Plans (SIPs) is a popular way for individuals to build wealth and secure their financial future. Mutual funds offer good returns with limited risk, and SIPs make it easy for investors to contribute regularly and take advantage of market fluctuations. It is important to determine the monthly investment amount to achieve a specific savings goal through SIP investments in Invesco mutual funds. The Invesco SIP calculator can help calculate the necessary contributions for their mutual fund schemes.

%
  • Invested Amount
  • Wealth Gained
  • Invested Amount
  • ₹0000
  • Wealth Gained
  • ₹0000
  • Expected Amount
  • ₹0000

Yearly Breakdown

Invested Amount
₹ 61,200
Wealth Gained
₹ 10,421

The total value of your investment after
3Years will be

₹ 71,621
Year Invested Amount Wealth Gained Expected Amount
Year Invested Amount Wealth Gained Expected Amount
2023 ₹ 20,400 ₹ 1,139 ₹ 21,539
2024 ₹ 20,400 ₹ 3,395 ₹ 45,334
2025 ₹ 20,400 ₹ 5,887 ₹ 71,621

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  • 40%3Y Return
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SIP investments in mutual funds require a fixed monthly investment over a certain period. Calculating the ideal monthly amount is important to reach a desired savings goal. The value of investments made in Invesco mutual fund schemes will increase over time based on the amount invested and the rate of return.

To ensure your current investment aligns with your future goal, it is important to calculate the future value of your investments using the monthly investment amount.

The Invesco SIP calculator is an online tool that helps investors determine the ideal monthly investment amount to reach a desired savings goal in a chosen Invesco mutual fund scheme. It calculates the future value of the investment based on the expected rate of return and investment period, eliminating the need for complex manual calculations.

 

Manual calculations for SIP returns on Invesco mutual funds can result in errors. To ensure accuracy, the Invesco SIP calculator is the best option. It is an online tool that provides quick, real-time results for investors currently invested or considering investing in SIPs.

It requires entering details such as monthly investment amount, investment period, and expected rate of return for the chosen Invesco mutual fund scheme.

The Invesco SIP calculator calculates the SIP returns once the details are entered and shows the maturity value and profits if the same amount is periodically invested for the chosen period. 

 

Invesco SIP calculator is an accurate and quick online tool for calculating SIP returns. It helps determine the ideal monthly investment amount for a chosen Invesco mutual fund scheme and calculate the future value of the investment.

You can use the SIP calculator for the following.

  • Determining the future value of your current SIP monthly investments based on a certain investment period and the expected rate of return of the chosen Invesco mutual fund scheme. 
  • Finding the results most accurately as the mutual fund calculator Invesco bases the results on an advanced algorithm that analyses the entered information to present SIP investment results. 
  • The Invesco SIP calculator is free of cost, and investors can use the calculator for unlimited ties without incurring any cost or fee. The investors can use the calculator on any device, such as a mobile phone, laptop, PC, etc., anytime and anywhere. 
  • Adjusting the monthly investment value in the Invesco mutual fund SIP calculator based on the investment period and expected rate of return to ensure an adequate maturity value.
  • Ensuring the success of your financial plan by calculating SIP results beforehand for the long term to make other investments accordingly. 


Formula to Calculate Invesco SIP returns
Calculating the future value of SIP investments in mutual funds requires either using an online tool like the Invesco SIP interest rate calculator, which provides accurate and real-time results or manually calculating the returns using a formula.

The formula to calculate Invesco SIP returns is: 

FV = P x ({[ 1+ i] ^ n -1} / i) x (1+i)


Here,

FV = Future value (final payout at maturity)

P = Principal investment while starting the SIP

i = Annual interest rate (compound interest) in percentage/12

N = Number of months

For example, you want to invest Rs 5,500 in an Invesco mutual fund scheme that offers 11% returns over 12 years. You can use the SIP formula as below.

FV = 5,500 ({[1 + 0.009] ^ {144 – 1} / 0.009) x (1 + 0.009)

Here, the results would be: 

Invested Amount = Rs 7,92,000

Estimated Returns (Profits) = Rs 8,55,553 

Total Value after 12 years = Rs 16,47,553 

Here is a table to showcase various future returns until maturity for a monthly investment of Rs 5,000:

Duration 

SIP Amount

Future Value (INR)

4 years 

5,500

2,64,000

6 years

5,500

3,96,000

8 years 

5,500

5,28,000

10 years

5,500

6,60,000

The Invesco SIP calculator is a free online tool that calculates the maturity value of SIP investments in any Invesco mutual fund scheme. It considers the investment amount, expected or historical rate of return, and investment period. It helps effectively plan SIP investments and achieve savings goals. Here is how you can use the calculator: 

Step 1: Log in to your 5paisa account or visit the 5paisa website and navigate the Invesco mutual fund calculator section. 

Step 2: Fill in the amount you want to invest monthly in the “Monthly Investment” section. 

Step 3: Fill in the number of years or use the slider in the “Investment Period” section based on the number of years you want to invest in the Invesco SIP. 

Step 4: Use the slider or fill in the percentage in the “Expected Rate” percentage to set the rate of return you expect from the Invesco mutual fund scheme based on its historical performance. 

Step 5: Afterward, the calculator will present the total invested amount, the wealth gained, and the expected maturity amount. 

When calculating returns, it is more accurate and beneficial to use a calculator specifically designed for the fund house of a mutual fund scheme. For instance, if you are investing in an Invesco mutual fund scheme, it is advisable to use the SIP Return calculator Invesco to calculate returns on your SIP.

The calculator blends innovation with accuracy to provide the following benefits: 

  • Time-effective: The Invesco SIP calculator is easy and efficient. It only requires the user to enter three factors related to the investment amount, investment period, and expected rate of return of the chosen Invesco mutual fund scheme.
  • Free of Cost: The Invesco SIP calculator does not charge any fee from the user to calculate their SIP investment returns in Invesco mutual fund schemes. You can use the unlimited calculator times on any device. 

Frequently Asked Questions

You can choose between numerous ideal Invesco mutual funds to start SIP investments, including

Yes, most Invesco mutual funds have CRISIL ratings higher than three, which makes investing through SIP a safe option to earn good returns.

Invesco mutual fund is one of the most experienced houses that operate low-risk and high-return mutual fund schemes. You can invest in Invesco SIP to build wealth over time without taking on a high risk. 

 

You can use your 5paisa trading and Demat account to open a SIP account with Invesco. Here’s how:

Step 1: Log in to your Demat account on the 5paisa website.

Step 2: Choose the desired Invesco mutual fund scheme.

Step 3: Select the “Start SIP” option.

Step 4: Fill in all the required details and upload all documents.

Step 5: Submit the application to open a SIP account.

Disclaimer: The calculator available on the 5paisa website is intended for informational purposes only and is designed to assist you in estimating potential investments. However, it is important to understand that this calculator should not be the sole basis for creating or implementing any investment strategy. View More..

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