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SIP Calculator

Calculate returns on your Systematic Investment Plan (SIP).

SIP Details

A one-time lump sum invested at the start, on top of your regular SIP.

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Increase your SIP amount by this % every year as your income grows.

Total Value
Invested Amount
Estimated Returns

SIP formula

M = P × ( [ (1 + i)n − 1 ] ÷ i ) × (1 + i)

  • M — maturity / future value
  • P — amount invested each period (e.g. every month)
  • i — periodic rate = annual rate ÷ 12 for a monthly SIP (12% p.a. → i = 0.01)
  • n — number of instalments (10 years monthly → n = 120)

Example: ₹5,000/month for 10 years at 12% p.a. → you invest ₹6,00,000, which grows to about ₹11.6 lakh (≈ ₹5.6 lakh estimated returns).

Add a one-time lump sum and it grows separately as L × (1 + i)n, added on top. With an annual step-up, each year's instalment is raised by your chosen % before compounding continues.

This is a projection at a fixed return. To measure the actual annualised return of a real SIP from its real dates, use the XIRR Calculator. Comparing with fixed-return schemes? See the PPF and FD calculators.

About SIP Calculator

Estimate the future value of a mutual-fund SIP (Systematic Investment Plan). See how regular monthly investments grow over time through compounding and rupee-cost averaging.

How to Use

  1. Enter your monthly SIP amount.
  2. Enter the expected annual return rate (equity funds are often assumed at 10–12%).
  3. Enter the investment duration in years.
  4. See the total invested, estimated returns, and projected corpus.

Why Use This Tool?

Frequently Asked Questions

How are SIP returns calculated?

Each instalment compounds for the remaining months using the future-value-of-annuity formula: M × ((1+i)^n − 1) ÷ i × (1+i), where M is the monthly amount, i the monthly return, and n the number of instalments.

Are SIP returns guaranteed?

No. SIPs invest in market-linked mutual funds, so returns vary. The figure here is a projection based on the return rate you enter — actual results depend on market performance.

What is rupee-cost averaging?

Because you invest a fixed amount regularly, you buy more units when prices are low and fewer when high. Over time this averages out your purchase cost and reduces the impact of market timing.

What is the SIP formula?

Maturity M = P × ([(1 + i)^n − 1] ÷ i) × (1 + i), where P is the amount invested each period, i is the periodic return (annual rate ÷ 12 for a monthly SIP) and n is the number of instalments. For example, ₹5,000/month for 10 years at 12% p.a. grows to about ₹11.6 lakh.

Can I add a one-time lump sum to my SIP?

Yes. Use the 'Initial Investment' field to add a lump sum invested at the start — it grows separately as L × (1 + i)^n and is added on top of your regular SIP corpus.

What is a step-up SIP?

A step-up (or top-up) SIP increases your instalment by a fixed percentage every year as your income grows. Enter a percentage in the 'Annual Step-up' field to see how even a 10% yearly increase significantly raises your final corpus.

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