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Scheduled Switch Plan - Free Interactive Mutual Fund Calculator | Sarmotools

Periodic switch between schemes of the same fund house

Total Future Value

₹17.25 L
1.72x Multiplier
Final Dest Value
₹17.25 L

New Scheme

Source Remaining
₹0

Old Scheme

Invested vs Returns
Invested (58.0%)
Returns (42.0%)

YEARLY BREAKDOWN

YearMonthlyInvestedReturnsTotalReal Value
Y1₹20,000₹10.00 L₹72,174₹10.72 L₹10.11 L
Y2₹20,000₹10.00 L₹1.74 L₹11.74 L₹10.45 L
Y3₹20,000₹10.00 L₹3.12 L₹13.12 L₹11.02 L
Y4₹20,000₹10.00 L₹4.93 L₹14.93 L₹11.83 L
Y5₹20,000₹10.00 L₹7.25 L₹17.25 L₹12.89 L

Understanding the Scheduled Switch Plan

The Scheduled Switch Plan is a high-precision systematic financial tool engineered by Sarmotools. Periodic switch between schemes of the same fund house By actively modeling your expected mutual fund return rates alongside the impact of inflation, this systematic calculator empowers you to accurately forecast compounding wealth over long-term investment periods.

Algorithmic Calculation Methodology: All projections rendered by the Scheduled Switch Plan utilize standard compound annual growth rate (CAGR) formulas synchronized to monthly compounding cadences. Wealth multipliers and "Real Value" metrics dynamically discount the projected corpus against expected inflation parameters to compute actual purchasing power. Please note that market volatility and respective long-term capital gains (LTCG) tax liabilities are not strictly accounted for.