SIP Calculator

Plan your Systematic Investment Plan (SIP) and see how your monthly investments grow over time with compound returns.

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About SIP Calculator

SIP (Systematic Investment Plan) is a method of investing a fixed amount regularly in mutual funds. It helps average out cost and build discipline. The formula used is: FV = P × [((1+r)^n - 1) / r] × (1+r), where P is monthly investment, r is monthly rate, and n is total months.

How to Use This Tool

1

Enter Monthly Investment

Set the fixed amount you plan to invest every month via SIP.

2

Set Expected Return Rate

Enter the expected annual return rate of the mutual fund (historical average is 12-15% for equity funds).

3

Choose Time Period

Set the number of years you plan to continue the SIP investment.

4

View Projections

See the total investment value, amount invested, estimated returns, and wealth gain multiplier.

Key Features

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Wealth Growth Projection

See how your regular monthly investments grow over time with compound returns.

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Returns Breakdown

Clear separation of invested amount vs. returns earned for transparency.

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Wealth Multiplier

See how many times your invested amount has multiplied (e.g., 2.5x, 3x).

Instant Results

Change any input and see updated projections immediately.

Common Use Cases

  • Planning mutual fund SIP investments for long-term wealth creation
  • Comparing SIP returns across different fund categories (equity, debt, hybrid)
  • Setting monthly savings targets for retirement or child's education
  • Understanding how small monthly investments compound into large sums

Frequently Asked Questions

What is SIP?

SIP (Systematic Investment Plan) is a method of investing a fixed amount regularly (usually monthly) in mutual funds. It helps build wealth over time through disciplined investing and rupee cost averaging.

How is SIP return calculated?

SIP returns use the formula: FV = P × [((1+r)^n - 1) / r] × (1+r), where P is the monthly investment, r is the monthly rate of return, and n is the total number of months.

What return rate should I use?

For equity mutual funds, historical returns have averaged 12-15% annually over 10+ year periods. For debt funds, expect 6-8%. Use conservative estimates for financial planning.

Is SIP better than lump sum investing?

SIP reduces risk through rupee cost averaging — you buy more units when prices are low and fewer when prices are high. For most investors, SIP is a safer approach than timing the market with lump sums.

Can I change my SIP amount?

In real mutual fund SIPs, yes — most fund houses allow you to increase, decrease, pause, or stop your SIP at any time. Use this calculator to model different scenarios.

What is the minimum SIP amount?

Most mutual funds in India allow SIPs starting from ₹500 per month. Some funds have minimums as low as ₹100. This calculator has no minimum — use any amount to explore scenarios.