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Invest in Shriram Mutual Funds Today and See Your Money Grow

Wealth Creation Calculator

I amCurrent Age Is Requiredyears old. I want to build a corpusCorpus Amount Is Requiredby the age of End Of the Age Is Required . I have already savedCurrent Savings Is Required. I expect Please enter a value from 1% to 30%rate of return and an inflation rate ofExpected InflationRate Is Required


Select your Risk Appetite


You prefer stable potential returns

You are a balanced investor who possesses a grasp of investment market dynamics. Your preference lies in striking a balance between capital growth and capital preservation. You are willing to take limited short-term risk in pursuit of greater long-term capital appreciation.

You're an experienced, aggressive investor seeking high-growth opportunities. You are ready to take high risks in pursuit of superior long-term capital growth.

You are unsure about your risk appetite, and whether to choose either conservative or aggressive investments.

We recommend that you make monthly investments of  ₹4,500 or a lump sum investment of  ₹4,59,440 to accumulate  ₹10,000,00 to secure your financial future.

Your Risk Profile

SIP Investment ₹4,500


Shriram Overnight Fund

DebtModerate warning

SIP amount of
₹ 4,500

Lumpsum Investment ₹ 4,500


Shriram Balanced Advantage Fund

HybridVery High Risk warning

SIP amount of
₹ 4,59,440

Disclaimer: The calculators are for illustrative purposes only and do not reflect actual returns since Mutual Funds do not have a fixed rate of return.


Creating wealth provides financial security, opens doors to new opportunities, and empowers you to live the life you want on your own terms. Maximize your wealth potential and make your money work for you even while you sleep with a goal-oriented investment approach.

How can inflation affect your future?

0 This year20 years

Today₹ 111.3

At retirement ₹ 158.87

Today₹ 7,500

At retirement₹ 19,500

Today₹ 23,250

At retirement₹ 57,550

Today₹ 8,700

At retirement₹ 16,550

Today₹ 3,750

At retirement₹ 12,825

Today₹ 5,270

At retirement₹ 17,570

Disclaimer: The above simulation, and inflation rate offer
is for illustration purpose only. Petrol price above has been taken of Mumbai, source: ...Other data are based on internal research.Read more

Benefits of Investing in Shriram Mutual Funds for Wealth Creation

Capital appreciation

Mutual funds offer you the potential for significant capital growth and investments in equities and high-potential assets can yield you substantial returns.

Diversification and risk mitigation

Funds spread your investment across various asset classes and sectors, thereby reducing your risk through diversification and minimizing the impact of market fluctuations.

Professional fund management

Mutual funds are managed by professionals who leverage their expertise and research to make informed investment decisions, thereby optimizing your returns and managing risks.

Flexibility and liquidity

You can choose between lump sum or systematic investments. Liquidity allows you to withdraw funds when needed, offering you financial flexibility.

Tax efficiency

ELSS mutual funds offer you tax benefits under Section 80C. This offers you the potential for capital gains through long-term investments.

Who Should Invest in Shriram Mutual Funds for Wealth Creation?

  • Individuals who aspire to build substantial wealth over time.
  • Individuals with specific financial milestones or dreams.
  • Individuals willing to invest with long-term growth.
  • Investors who are comfortable with market fluctuations and volatility and willing to take calculated risks.
  • Individuals aiming for financial security and independence.
  • Individuals aspiring to achieve life goals and retire comfortably
Who Should Investin MutualFund for Retirement big size

Roadmap for Wealth Creation with Shriram Mutual Fund

Identify your financial goals

  • Short-term and long-term financial objectives
  • Specific goals like retirement, education and buying a dream home

Decide on your investment horizon

  • Short-term (1-3 years)
  • Medium-term (3-4 years)
  • Long-term (5+ years)
  • Ensure that your investments are aligned with the time needed to attain your goals.

Choose mutual funds based on your risk tolerance and investment goals

  • Low risk for short-term, higher risk for long-term
  • Diversify among equity, debt and hybrid funds

Decide on the amount of investment and frequency of investment

  • Set a budget; start with what you can afford
  • Choose between Systematic Investment Plans (SIPs) or lump sum investment

Monitor and review your investments regularly

  • Track performance and returns regularly
  • Reassess investment strategy when required

Achieve your wealth creation goals

  • Stay disciplined and focused on your goals
  • Increase investments over time as income grows

How to Invest in Shriram Mutual Funds for Wealth Creation?

  • Step 01
    Use our wealth creation calculator to find out investment.
  • Step 02
    Register and create a folio by completing KYC verification and bank account authentication.
  • Step 03
    Select the mutual fund you wish to invest in.
  • Step 04
    Choose SIP or lump sum and make the payment.
  • Step 05
    Receive a confirmation of your investment.

Frequently Asked Questions


What is the process of wealth creation through mutual fund investments?

Wealth creation through mutual fund investments is a long-term process that involves investing a fixed amount of money regularly over an extended period. By investing in mutual funds, you can benefit from the power of compounding, professional management, and equity market returns. This can help you grow your investment portfolio and achieve your financial goals. It is essential to have a well-planned wealth creation strategy in place that aligns with your investment objectives and risk appetite.


What are the important considerations for wealth creation through mutual funds?

Wealth creation through mutual funds requires careful consideration of various factors. These include your investment goals, risk appetite, time horizon, and investment strategy. Your investment goals should be specific, measurable, achievable, realistic, and time bound. Your risk appetite should be aligned with your investment objectives, and you should choose a mutual fund that fits your investment profile. Additionally, having a long-term investment horizon and a disciplined approach to investing can help you achieve your wealth creation goals.


What is the role of Systematic Investment Plans (SIPs) in wealth creation?

SIPs can be an effective tool for wealth creation through mutual funds. By investing a fixed amount of money regularly over an extended period, you can benefit from the power of compounding and rupee cost averaging. This can help you achieve your financial goals and build a sizable investment portfolio over time. However, it is essential to have a disciplined approach to investing, maintain a long-term investment horizon, and choose the right mutual fund that aligns with your investment objectives and risk appetite.


How can a wealth creation calculator assist in planning investments?

A wealth creation calculator can be a helpful tool in planning your investments. By using the calculator, you can estimate the amount you need to invest in mutual funds and the time horizon required to achieve your financial goals. For instance, if you want to save for a down payment on a house in five years, you can use a wealth creation calculator to determine how much you need to invest monthly in mutual funds to achieve your goal.


What is the time horizon for creating wealth with mutual funds?

Creating wealth with mutual funds is a long-term process that requires patience and discipline. The exact time it takes to create wealth with mutual funds varies based on individual investment goals, time horizon, and investment strategy. However, it is generally recommended to have a long-term investment horizon of at least 5-10 years for wealth creation with mutual funds.


What are the risks involved in investing in mutual funds for wealth creation?

Like all investments, mutual funds carry some level of risk. The value of your investment may fluctuate based on market conditions and the performance of the underlying securities. However, by diversifying your portfolio and investing in the long-term, you can manage these risks and potentially generate higher returns.

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