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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.
To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on 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. Research Highlights for DSP World Mining Fund Below is the key information for DSP World Mining Fund Returns up to 1 year are on 1. HDFC Long Term Advantage Fund
HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. DSP World Mining Fund
DSP World Mining Fund
Growth Launch Date 29 Dec 09 NAV (11 Nov 26) ₹30.1308 ↓ -0.57 (-1.86 %) Net Assets (Cr) ₹176 on 30 Sep 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.14 Sharpe Ratio 1.05 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 31 Oct 21 ₹10,000 31 Oct 22 ₹9,981 31 Oct 23 ₹10,267 31 Oct 24 ₹12,008 31 Oct 25 ₹16,345 31 Oct 26 ₹21,095 Returns for DSP World Mining Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month -8.4% 3 Month -11% 6 Month -12.6% 1 Year 29.4% 3 Year 28.7% 5 Year 16.5% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 79% 2024 -8.1% 2023 0% 2022 12.2% 2021 18% 2020 34.9% 2019 21.5% 2018 -9.4% 2017 21.1% 2016 49.7% Fund Manager information for DSP World Mining Fund
Name Since Tenure Kaivalya Nadkarni 1 May 25 1.42 Yr. Data below for DSP World Mining Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Basic Materials 95.46% Energy 0.85% Asset Allocation
Asset Class Value Cash 3.68% Equity 96.32% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -97% ₹171 Cr 139,088 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -3% ₹5 Cr Net Receivables/Payables
Net Current Assets | -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 HDFC Long Term Advantage Fund