Skip to content

SIP Calculator

Investment

Project mutual-fund wealth with monthly SIP investments.

Investment plan
10,000
12 %
%

Equity mutual funds have historically returned ~11–13% over the long term.

10 years
years

Estimated value

₹23,23,391

Wealth gained₹11,23,391
  • Invested
  • Returns
Invested amount
₹12,00,000
Estimated returns
₹11,23,391
Total value
₹23,23,391

About the SIP calculator

A SIP (Systematic Investment Plan) calculator projects how much wealth your regular monthly investments could grow into. It accounts for monthly compounding at your expected rate of return, so you can plan goals like a house, education or retirement with confidence.

The formula behind it

We use the future value of an annuity-due (investments made at the start of each month):

FV = P × (((1 + i)ⁿ − 1) / i) × (1 + i)

  • P - monthly investment
  • i - monthly rate of return (annual ÷ 12 ÷ 100)
  • n - total number of monthly instalments

SIP vs lumpsum

A SIP spreads investment over time, smoothing out market ups and downs through rupee-cost averaging. A lumpsum invests everything at once and can outperform when markets rise steadily. Use the toggle above to compare both.

Why starting early matters

Thanks to compounding, time matters more than amount. Starting a modest SIP a few years earlier can dramatically increase your final corpus - the returns themselves start earning returns.

Frequently asked questions

How does a SIP calculator work?
It models a monthly investment compounding at your expected annual return. We use the future value of an annuity-due: FV = P × (((1+i)^n − 1) / i) × (1+i), where P is the monthly amount, i the monthly return and n the number of months.
Are the returns guaranteed?
No. Market-linked investments like mutual funds do not offer guaranteed returns. The calculator assumes a constant rate for projection only - actual returns will vary year to year.
What return rate should I assume?
For long-term equity mutual funds, many investors model 11–13% per annum. Debt funds and hybrid funds are typically lower. Use a conservative number for safer planning.

Keep going - these pair well with what you just calculated.