Dadu's Calculator Portal

Fixed Return and Mutual Fund Calculator

Calculate monthly withdrawals from the fixed-return portion while the mutual-fund portion grows independently.

Investment Details

₹
₹2,00,00,000
%
Mutual fund allocation will be calculated automatically.
%
%
Annual return, converted to a monthly rate.
%
Annual return applied once at the end of each year.
₹
₹1,00,000 per month
Years
Allocation ratio: 50% Fixed / 50% Mutual Fund Annual planned withdrawal: ₹12,00,000

Calculation Summary

Initial Fixed Return Investment
₹0
Initial Mutual Fund Investment
₹0
Allocation Ratio
0 : 0
Total Successfully Withdrawn
₹0
Total Fixed Interest Earned
₹0
Remaining Fixed Balance
₹0
Final Mutual Fund Value
₹0
Total Remaining Corpus
₹0
Remaining fixed balance plus mutual-fund value.
Withdrawals Plus Remaining Corpus
₹0
Total money withdrawn plus the remaining investments.
Fixed Fund Status
Active
Fixed Return Used
0%
Compounded monthly.
Mutual Fund Return Used
0%
Compounded annually.
Calculation assumptions: Fixed-return interest is added monthly, and the withdrawal is made at the end of each month. Mutual-fund growth is applied once at the end of each completed year. Tax, inflation, and expense ratio are not considered.

Year-by-Year Details

Year Opening Fixed Balance Fixed Interest Earned Amount Withdrawn Closing Fixed Balance Mutual Fund Value Combined Corpus
This calculator is for financial planning and illustration only. Actual investment returns may vary.