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SIP calculator

Estimate what a fixed monthly investment could grow to over time at an expected rate of return.

₹
%
%

Raises the monthly amount by this percentage every 12 months. Leave at 0 for a flat SIP.

Estimated total value
₹11,61,695.38₹11.6 lakh
Total invested
₹6,00,000.00₹6 lakh
Estimated returns
₹5,61,695.38₹5.6 lakh
InvestedEstimated returnsBy year
Invested amount and estimated returns at the end of each year
YearInvestedEstimated returns
1₹60,000₹4,047
2₹1,20,000₹16,216
3₹1,80,000₹37,538
4₹2,40,000₹69,174
5₹3,00,000₹1,12,432
6₹3,60,000₹1,68,785
7₹4,20,000₹2,39,895
8₹4,80,000₹3,27,633
9₹5,40,000₹4,34,108
10₹6,00,000₹5,61,695

Estimates for illustration only. Actual returns and loan terms vary, and market-linked investments carry risk. This is not financial advice.

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How it's calculated

The monthly rate is the expected annual return divided by 12, and each instalment is invested at the start of the month.

Future value = monthly amount × ((1 + monthly rate)^months − 1) ÷ monthly rate × (1 + monthly rate).

With a yearly step-up, the calculator works month by month and raises the monthly amount by the step-up percentage every 12 months.

Questions

Will I actually earn this return?

No. Mutual fund returns depend on the market and change from year to year. The calculator assumes one steady rate so you can compare scenarios; real results will differ.

What is a step-up SIP?

A step-up SIP raises your monthly investment by a fixed percentage each year, for example as your income grows.

Does this include taxes and fund charges?

No. Expense ratios, exit loads and capital-gains tax are not included, so the amount you actually receive will be lower than the estimate.