Plan smarter, invest better. Sampathasetu brings you powerful calculators, mutual fund insights, and curated advice — in plain language you can trust.
*Illustrative. Actual returns vary. Not investment advice.
From first-time investors to seasoned portfolio builders — Sampathasetu has the right tools for every stage.
Visualise how your money grows over time with our interactive calculators. Adjust returns, tenure, and amounts to find your ideal plan.
Try it now →Compare top-performing mutual funds side by side across categories — equity, debt, hybrid, and ELSS — with clear metrics that matter.
Compare funds →Jargon-free articles on personal finance, tax-saving tips, market trends, and investment strategies written for Indian investors.
Read articles →As an AMFI Registered MF Distributor, we can help you start and grow your mutual fund portfolio with zero commission funds.
Get advice →See the power of compounding. Adjust the sliders and watch your wealth grow in real time.
Plan your SIP, Lumpsum, SWP & STP investments with our comprehensive calculator suite.
Invest a fixed amount monthly and watch compounding build wealth.
| Year | Invested (Yr) | Total Inv. | Returns | Value |
|---|
One-time investment — see how it multiplies over time.
| Year | Opening | Returns | Closing |
|---|
Withdraw monthly from corpus while the remainder keeps growing.
| Year | Opening | Returns | Withdrawn | Closing |
|---|
Transfer monthly from debt/liquid fund to equity for rupee cost averaging.
| Month | Source | Transferred | Target | Total |
|---|
⚠ For illustrative purposes only. Mutual fund investments are subject to market risks. Returns are estimates based on assumed rates. Past performance is not indicative of future returns.
Handpicked funds across categories for different investor profiles. Always verify with fund house before investing.
Stable, blue-chip companies. Lower risk, steady long-term returns. Suitable for conservative equity investors.
| Fund | 3Y CAGR | 5Y CAGR |
|---|---|---|
| Mirae Asset Large Cap | 15.2% | 16.8% |
| Axis Bluechip | 13.4% | 15.1% |
| HDFC Top 100 | 17.6% | 14.9% |
Save up to ₹46,800 in taxes under 80C while growing your wealth. 3-year lock-in, equity returns.
| Fund | 3Y CAGR | 5Y CAGR |
|---|---|---|
| Quant ELSS | 32.1% | 28.4% |
| Mirae ELSS | 16.3% | 18.7% |
| Parag Parikh ELSS | 21.8% | 22.1% |
Best of both worlds — equity growth with debt stability. Ideal for moderate risk tolerance and first-time investors.
| Fund | 3Y CAGR | 5Y CAGR |
|---|---|---|
| HDFC Balanced Advantage | 19.7% | 17.3% |
| ICICI Pru Equity & Debt | 22.4% | 18.9% |
| Kotak Equity Hybrid | 14.8% | 15.6% |
Capital protection with better-than-FD returns. Ideal for emergency funds and near-term financial goals.
| Fund | 3Y CAGR | 5Y CAGR |
|---|---|---|
| HDFC Short Term Debt | 6.8% | 7.2% |
| Axis Short Duration | 6.4% | 7.0% |
| SBI Short Term Debt | 7.1% | 7.4% |
* Returns shown are approximate historical data for illustration only. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance is not indicative of future results.
Practical insights for every Indian investor — from beginners to experts.
The magic of compounding explained with real numbers — and why starting early matters more than investing big.
A clear comparison of the three most popular 80C investments, with pros, cons, and when to pick each.
A step-by-step plan: emergency fund → insurance → investments → review. Actionable and realistic.
Whether you're investing your first ₹500 or managing a ₹50 lakh portfolio, we're here to guide you — with no jargon, no pressure, and no hidden charges.