On clicking on Invest Now, you will be redirected to 3rd Party page/ gateway owned / operated by an independent party i.e Smallcase Technologies Pvt. Ltd. (“Smallcase”) over which UTI Mutual Fund has no control/influence ("3rd Party Gateway"). Any link you access/click to or from the 3rd Party Gateway will be solely at your own risk and consequences. Any use of the 3rd Party Gateway will be subject to and any information you provide and will be governed by the terms of the 3rd Party Gateway, including those relating to confidentiality, data privacy and security.
UTI Mutual Fund is not the owner or operator of the 3rd Party Gateway in any manner or responsible or liable for the goods and services offered by the 3rd Party Gateway or for anything in connection with such 3rd Party Gateway. UTI Mutual Fund does not endorse or approve and makes no warranties, representations or undertakings relating to the content of the 3rd Party Gateway.
UTI Mutual Fund disclaims any liability whatsoever, for any loss, damage and any other consequence resulting directly or indirectly from or relating to your access to the 3rd Party Gateway or any information that you may provide or any transaction conducted on or via the 3rd Party Gateway or the failure of any information, goods or services posted or offered, as the case may be, at the 3rd Party Gateway or any error, omission or misrepresentation on or due to the 3rd Party Gateway or any computer virus arising from or system or any other failure associated with the 3rd Party Gateway.
By clicking "Proceed", you will be confirming that you have read and agreed to the terms herein.
Financial Freedom Calculator
Our Financial Freedom Calculator helps you find out if your present expenses are in-line with your retirement corpus requirement.
Monthly SIP Amount
You know your goal and want to calculate monthly amount required to achieve that goal.
You know amount you wish to invest every month and want to calculate corpus amount.
SIP (Systematic Investment Plan) is a process of disciplined investment of a certain amount on a pre-decided date in a specific mutual fund scheme, regularly.
SWP will start at the age of
The percentage return on investments expected to be earned during investment period.
SWP will continue till the age of
Step Up SIP is a facility wherein an investor who has enrolled for SIP, has an option to increase the amount of the SIP Installment by a fixed amount at pre-defined intervals. Thus, this facility enhances the flexibility of the investor to invest higher amounts during the tenure of the SIP.
- Number of years person expects to live. Average life expectancy in India rising and it is currently at 70 years.
- Present value of corpus that has been specifically created for retirement purpose.
- The rate at which the general level of prices for goods and services is rising. 7.5% is historical average for inflation rate in India.The inflation rate has to be chosen keeping in mind increase in level of lifestyle as well. Choosing a very low inflation rate may lead to under preparedness for retirement.
- Investment post retirement should be a bit conservative in nature to minimize volatility while it should also ensure the returns ensure sustenance for the long period of retirement
Satish Shah ( 40 YEARS )
With present monthly expenses of ₹ 1,000,000 and present corpus of ₹1
You require Corpus of
Shortfall for Corpus is
Your Excess Corpus at the End of Withdrawal Period will be
Calculators and financial tools are designed to assist you in determining the appropriate amount. These calculators alone are not sufficient and should not be used for the development or implementation of of an investment strategy. There is no warranty about the accuracy of the calculators / reckoners. The examples do not purport to represent the performance of any security or investments. The recipient is advised to consult his or her advisor / tax consultant prior to arriving at any investment decision.