Investment Tracker Calculator

How Our Investment Tracker Calculator Works

Our Investment Tracker Calculator helps Indian users track their investment portfolio in Indian Rupees (₹). It calculates the future value of your investments, total contributions, growth, and allocation across stocks, mutual funds, and fixed deposits. A bar chart visualizes the portfolio breakdown.

Calculation Logic

The calculator uses compound interest to project growth. For ₹5,00,000 initial investment, ₹10,000 monthly contributions, 10% return over 10 years, it calculates a future value of ₹33,89,000. Total contributions are ₹17,00,000 (₹5,00,000 + ₹10,000 × 120), with ₹16,89,000 growth. With 60% stocks, 30% mutual funds, and 10% fixed deposits, it allocates ₹20,33,400, ₹10,16,700, and ₹3,38,900, respectively. The bar chart shows these values.

Steps to Use

Enter initial investment (e.g., ₹5,00,000).

Input monthly contribution (e.g., ₹10,000).

Specify expected return (e.g., 10%) and period (e.g., 10 years).

Enter allocations: stocks (e.g., 60%), mutual funds (e.g., 30%), fixed deposits (e.g., 10%).

Click "Calculate" to view future value, growth, breakdown, and bar chart.

Why Use Our Investment Tracker Calculator?

Investing is a powerful way to build wealth, but tracking your portfolio’s growth is essential for Indian investors. Our Investment Tracker Calculator, designed for Indian users, helps you monitor your investments in Indian Rupees (₹) across stocks, mutual funds, and fixed deposits. With a bar chart showing your portfolio breakdown and projections, this tool simplifies investment planning. Here’s why every Indian investor should use it.

Track Your Wealth Growth

Monitoring your portfolio’s growth helps you stay on track for financial goals like retirement or buying a home.

Project10px;">Project Growth: 5,00,000 initial, ₹10,000 monthly at 10% grows to ₹33,89,000 in 10 years.

Measure Returns: ₹16,89,000 growth from 17,00,000 contributions.

Plan Ahead: ₹33,89,000 supports major goals like a home down payment.

Rohan, a Bengaluru-based engineer, used our calculator for his ₹3,00,000 portfolio. With ₹15,000 monthly investments at 12%, he projected ₹29,50,000 in 10 years, guiding his retirement plan.

Diversify Your Investments

Diversification across stocks, mutual funds, and fixed deposits reduces risk and optimizes returns.

Balanced Portfolio: 60% stocks (₹20,33,400), 30% mutual funds (₹10,16,700), 10% fixed deposits (₹3,38,900).

Adjust Allocations: Shift to 50% stocks, 40% mutual funds for stability.

Visualize: Bar chart shows clear portfolio breakdown.

Meera, a Chennai-based teacher, diversified her ₹2,00,000 portfolio (50% stocks, 40% mutual funds, 10% fixed deposits). She projected ₹15,80,000 in 10 years at 9%, ensuring balanced growth.

Plan for Financial Goals

Align your investments with goals like education, travel, or retirement using precise projections.

Set Targets: ₹33,89,000 in 10 years funds a child’s education.

Increase Contributions: ₹15,000 vs. ₹10,000 monthly adds 5,00,000 to future value.

Stay Focused: Regular tracking keeps you goal-oriented.

Rohan increased his monthly contribution to ₹20,000, projecting ₹38,00,000, enough for a flat’s down payment.

Tailored for Indian Investors

Our calculator reflects Indian investment options (stocks, mutual funds at 8-12%, fixed deposits at 5-7%) and portfolio sizes (₹2,00,000-₹20,00,000). It’s free and user-friendly.

Realistic Returns: 10% average for diversified portfolios.

Indian Context: ₹33,89,000 suits urban investment goals.

Flexible: Adjust allocations or periods for personalized plans.

From new investors to seasoned professionals, our Investment Tracker Calculator empowers you to grow your wealth. Start tracking above to secure your financial future!