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What is wealth accumulation calculator?
To secure a more financially stable future, one needs to have financial discipline in his younger formative years. Wealth accumulation is one of the most satisfactory things that can be achieved with the money which a person has currently. Suppose, you are 30 now and you have 30 more years to invest towards your retirement. To accumulate wealth for retirement, you need to decide for how long you want to receive the annuities from the plan. Say, you want to receive an annuity of Rs. 50,000 for a period of 30 years – up to age 90 – (50,000*30), you need to calculate how much you must invest as a corpus at the rate of the current interest. This is where a wealth accumulation calculator can help you
Investment Amount:₹400,000 Interest Earned:₹115,720.87 Maturity Amount: ₹515,720.87Savings Calculator
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Why should you have a financial plan in place
Other than a comprehensive Financial plan, there is no shortcut to secure a comfortable financial future. After working all these years, you deserve that comfort and peace of mind. You can spend your golden years travelling and catch up with your peers or enjoy a laid back life with your loved ones. financial planning is all about chasing your dreams (short or long term) without having to think about the money. Financial planning will prepare you for any emergency (that money can solve) and give you peace that even if something unfortunate happens to you, your family will not suffer.
Analyze your current situation: Do you have your insurances (medical, vehicle or Life Insurance) in place? Are you able to put aside a certain amount regularly after expenses? Do you have a plan B for emergency situations? What about outstanding loans and dues, if any? Answers to these can help you analyze this
Existing Debts: Nothing gives the financially conscientious a bigger nightmare than debts. With credit card companies, banks and NBFCs issuing unsecured loans to people from all income class, people rely a lot on instant loans to take care of their immediate needs. This has to change. Start by paying off a little more than required and close the debts at the earliest
Allocate Assets Wisely: When you choose assets to invest in, understand the purpose of the particular product. For instance, if you balance your equity investments with debt funds or a safer financial tool like FD, it can spread the risks. Balancing is a key step to wealth accumulation
To build wealth or save tax: You must focus on a diversified investment Portfolio that can do both – then only you can accumulate wealth. Do you know which tax slab you belong to and what are the legal options (including 80c deductions) you have to save tax? There are excellent opportunities like ELSS which will help you to build wealth and save tax at the same time
Fund Selection Methodology used to find 2 funds
Top Funds for 2026
*Best funds based on 1 year performance.
The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may
constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. Below is the key information for DSP World Mining Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies Research Highlights for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Below is the key information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Returns up to 1 year are on 1. DSP World Mining Fund
DSP World Mining Fund
Growth Launch Date 29 Dec 09 NAV (21 Jul 26) ₹29.537 ↑ 0.26 (0.88 %) Net Assets (Cr) ₹164 on 30 Jun 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.14 Sharpe Ratio 1.74 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,282 30 Jun 23 ₹10,814 30 Jun 24 ₹11,032 30 Jun 25 ₹11,747 30 Jun 26 ₹20,331 Returns for DSP World Mining Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 26 Duration Returns 1 Month -7.5% 3 Month -12.3% 6 Month -4.4% 1 Year 64.9% 3 Year 21% 5 Year 16% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 79% 2023 -8.1% 2022 0% 2021 12.2% 2020 18% 2019 34.9% 2018 21.5% 2017 -9.4% 2016 21.1% 2015 49.7% Fund Manager information for DSP World Mining Fund
Name Since Tenure Kaivalya Nadkarni 1 May 25 1.17 Yr. Data below for DSP World Mining Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Basic Materials 93.17% Energy 1.11% Asset Allocation
Asset Class Value Cash 5.71% Equity 94.28% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -96% ₹180 Cr 141,035 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹7 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 2. Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Growth Launch Date 7 Jul 14 NAV (21 Jul 26) ₹28.0113 ↑ 0.50 (1.81 %) Net Assets (Cr) ₹259 on 30 Jun 26 Category Equity - Global AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.04 Sharpe Ratio 2.2 Information Ratio -0.41 Alpha Ratio 6.3 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹7,234 30 Jun 23 ₹7,605 30 Jun 24 ₹8,447 30 Jun 25 ₹9,445 30 Jun 26 ₹15,783 Returns for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jul 26 Duration Returns 1 Month -4.8% 3 Month 6.5% 6 Month 22.9% 1 Year 59.9% 3 Year 25.8% 5 Year 10% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 41.1% 2023 5.9% 2022 5.5% 2021 -16.8% 2020 -5.9% 2019 21.7% 2018 25.1% 2017 -7.2% 2016 30% 2015 9.8% Fund Manager information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Name Since Tenure Bhavesh Jain 9 Apr 18 8.23 Yr. Bharat Lahoti 1 Oct 21 4.75 Yr. Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Technology 35.88% Financial Services 20.6% Consumer Cyclical 10.01% Communication Services 7.79% Industrials 5.82% Energy 5.13% Basic Materials 2.8% Consumer Defensive 1.98% Utility 1.27% Health Care 0.52% Asset Allocation
Asset Class Value Cash 6.04% Equity 93.14% Debt 0.01% Other 0.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity JPM Emerging Mkts Opps I acc USD
Investment Fund | -96% ₹241 Cr 102,137
↑ 3,897 Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -4% ₹10 Cr Net Receivables/(Payables)
CBLO | -0% -₹1 Cr Accrued Interest
CBLO | -0% ₹0 Cr
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for DSP World Mining Fund