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Equity and mutual funds

If you invest monthly instead of all at once, are you better off — and what are you actually paying for?

6 steps · Asset classes

The path

  1. Guide

    A practical guide to SIP investing

    The long version in one place: what a SIP is, and what it does not protect you from.

  2. Calculate

    SIP Calculator

    Your own amount and horizon, with the formula shown rather than hidden.

  3. Calculate

    Lumpsum Calculator

    The same money invested in one go, so the comparison is yours to make and not a claim of ours.

  4. Compare

    SIP side by side

    Several monthly amounts side by side. Watching where the gap opens is the lesson.

  5. Calculate

    Step-Up SIP Calculator

    What raising the instalment each year does — usually more than assuming a better return.

  6. Quiz

    Markets quiz

    Six questions on how markets and funds work, with an explanation on every answer.

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After this one

The long-term schemes

What does a PPF account actually pay, and why does the date you deposit change the answer?