Quant SIP Calculator

With increased market volatility, investors prefer Systematic Investment Plans (SIP) over lumpsum investment. SIP allows investors to make regular and consistent investments, similar to bank recurring deposits. The investment amount is auto-debited periodically from the investor's bank account. However, it is a challenge to understand the overall return on investment. Thus, the SIP calculator is a helpful tool for understanding the investment. Quant SIP Calculators will be useful to evaluate potential returns if you intend to invest in Quant Mutual Fund. 

%
  • 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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The Quant SIP Calculator is an online tool to estimate the return on SIP investments. It uses variables such as investment period, required Quant SIP interest rate, and investment amount to predict the potential gains. Alternatively, the calculator can also predict the periodic investment needed for a target corpus after a fixed investment period. 

The Quant SIP Calculator adopts the following methodology.

  1. Investment Amount: You enter the periodic investment amount and tenure and select the scheme type. The calculator provides the potential gain and maturity amount based on these inputs. 
  1. Target Amount: You enter the expected maturity amount at the end of your investment tenure and select the scheme type. The Quant SIP Calculator delivers the target amount of periodic investment. 

The Quant Mutual Fund SIP Calculator estimates based on the input variables and past performance. The return for each mutual fund may vary based on performance and market sentiment. Therefore, the SIP calculator does not guarantee returns. It is an indicator of potential return on the assumption that the fund will replicate its past performance. 

In the last decade, there has been significant growth in the mutual fund industry, from Rs. 5.83 trillion to Rs. 24.25 trillion. There is awareness among Indian retail investors of the advantages of mutual funds. India's mutual fund market is less mature than other developed countries. There is tremendous scope for growth in the mutual fund sector.

The SIP calculator requires you to choose one of the many schemes offered by Quant Mutual Fund. A mutual fund offers various investment schemes depending on the investor's risk appetite, financial objectives, and holding period.

Quant Mutual Fund offers fourteen mutual fund schemes to its customers; eleven schemes are equity-oriented. There are two hybrid schemes and one debt scheme. Quant equity mutual fund schemes provide small-cap, mid-cap, multi-cap, and large-cap alternatives.

Furthermore, it offers a tax-saving and sector-focused equity mutual fund scheme. Similarly, the debt scheme invests in debt and debt-related instruments. Hybrid schemes include a well-balanced mix of debt and equity instruments.

The Quant mutual fund SIP calculator has a drop-down list containing various schemes' names. On selecting a specific scheme, the tool displays the scheme's historical extended rate of return (XIRR) over the investment period. Based on the XIRR, the SIP calculator predicts the maturity value in conjunction with the SIP. 

The XIRR for each scheme depends on the historical performance of the schemes. Mutual funds are market-linked. Thus, there may be a discrepancy between the final investment value and the fund's performance.

The risk involved with SIPs is less than strategic lump sum investments. In SIP, you may invest a small amount of your disposable income in a mutual fund scheme, whereas a lump sum investment requires a considerable investment amount all at once.

Therefore, retail investors prefer SIP and widely use a mutual fund SIP calculator. It has several benefits, some of which are listed below:

  1. Estimating ROI: The SIP calculator accurately estimates the return on investment for schemes offered by Quant mutual fund. The results may vary slightly from expectations due to market risks. Broadly, it provides a reasonable maturity value for SIP investments.
  1. Financial Planning: The mutual fund calculator Quant promotes effective financial planning and evaluates estimated results. It allows you to plan for your long-term financial goals, such as creating a retirement fund, children's education, etc.
  1. Ease of calculations: Manual SIP calculation often proves time-consuming and challenging. It may be cumbersome, even if you are familiar with the formula or a financial expert. However, SIP calculators are easy to use and require minimum effort. 

 

Formula to Calculate Quant SIP Returns 

Quant SIP calculator uses four variables to calculate the ROI (Return on Investment). These include the periodic amount, expected rate of return, number of instalments, and the XIRR.

The formula to calculate returns on SIP is as below: 

FV = [P x R x (1 + i) n-1/i] x (1 + i)

The variables in this formula refer to 

FV

Future Value 

SIP amount 

Compounded rate of return 

R

Expected rate of return 

N

Number of instalments made


For example, suppose you invest Rs. 1000 through a SIP plan with an investment period of two years and an XIRR of 12%. Upon entry of these input variables, the Quant mutual fund calculator will immediately return the following values - 

Amount Invested: Rs. 12,000

Expected Maturity Value: Rs. 12,810

Capital Gain: Rs. 810

Similarly, the estimated SIP returns as a function of these variables for different periods is as below: 

Duration 

SIP Amount 

Future Value

1 year 

1000

0.15 Lakhs 

5 years 

1000

0.8 Lakhs 

8 years 

1000

1.6 Lakhs 

10 years 

1000

2.3 Lakhs 

The calculation may seem complex if it is manual. However, you can promptly complete the task using the Quant SIP investment calculator. Also, the calculator highlights the benefits of compounding and the investments for a long-term duration.

The SIP return calculator Quant requires three inputs from the user – Quant mutual fund scheme, investment amount, and investment period. With these inputs, the calculator uses the scheme's historical returns and estimates the maturity value and capital gains over the investment period based on these inputs.

You may follow the steps below to use the calculator:

Step 1: Select a scheme offered by Quant Mutual Fund, such as the Quant Tax Saver Fund.

Step 2: Input the amount that you wish to invest periodically. Typically, the investments are monthly. There is an option to invest daily or quarterly.

Step 3: Input the investment horizon.

Step 4: The calculator provides the investment maturity amount based on the input provided and the fund's historical performance.

Additionally, the tool also provides the rank for the mutual fund. It shows the fund's standing within its category. The tool also presents other data snippets such as the years since inception, expense ratio, exit load, and Assets Under Management (AUM).

Thus, it allows you to make better and more informed investment choices.

The Quant SIP calculator estimates the returns from any Quant mutual fund scheme based on its historical performance. It mentions the fund ranking within its category and enables you to select the best investment scheme. Here are some key benefits of the Quant SIP calculator.

  1. A simple and efficient tool to evaluate SIP returns of Quant mutual fund schemes.
  2. The calculator allows any investor with internet access to check the scheme's expected returns before an investment decision.
  3. Also, it eliminates the complexity of manual calculations for the maturity amount.

Frequently Asked Questions

In India, Quant Mutual Fund is one of the oldest AMCs. Although there is some risk involved with market-linked investments like mutual funds. Therefore, you must evaluate the scheme in-depth and select a fund that suits your requirement and aim for growth.

The Quant mutual fund is attractive due to its phenomenal performance. The three-year and five-year returns are attractive and influence investors’ decision-making. A quant mutual fund is a fund house with a relatively small AUM. Therefore, it is agile and nimble and facilitates improved performance.

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

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

Step 2: Choose the desired Quant 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..