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SIP Calculator

Calculate how your monthly SIP investment grows over time with compound returns. Works for mutual funds, ETFs, index funds, and any regular investment.

Enter Your SIP Details

1 yr10 yrs20 yrs30 yrs40 yrs

Future value after 10 years

₹11.62 L

Total invested

₹6.00 L

5,000 × 120 months

Returns earned

₹5.62 L

94% gain on capital

Invested (52%)Returns (48%)

Growth Milestones

After 1 year
₹64,047+7%
After 3 years
₹2.18 L+21%
After 5 years
₹4.12 L+37%
After 10 years
₹11.62 L+94%

Returns assume a fixed annual rate of 12% compounded monthly. Actual mutual fund returns vary. Past performance is not indicative of future results. This is for educational purposes only — not financial advice.

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What is SIP and How Does It Work?

A Systematic Investment Plan (SIP) is a method of investing a fixed sum of money regularly (usually monthly) into a mutual fund. It harnesses the power of rupee/dollar cost averaging — you buy more units when prices are low and fewer when prices are high, reducing the impact of market volatility.

SIP Formula

The future value of a SIP is calculated using the compound interest formula for annuities:

FV = P × [((1 + r)^n − 1) / r] × (1 + r)

Where: P = monthly investment, r = monthly interest rate (annual rate ÷ 12), n = total number of months.

Benefits of SIP Investing

  • Compounding effect: Returns earn returns over time, exponentially growing your wealth.
  • Discipline: Automated monthly investment removes emotional decision-making.
  • Rupee cost averaging: Market dips become buying opportunities, not reasons to panic.
  • Flexible amounts: Start with as little as ₹500/month and increase as income grows.
  • Tax benefits: ELSS (Equity Linked Savings Scheme) SIPs qualify for ₹1.5L deduction under Section 80C.

Typical SIP Returns by Category

  • Liquid/Debt funds: 6–8% CAGR (low risk, short-term)
  • Balanced/Hybrid funds: 9–11% CAGR (moderate risk)
  • Large-cap equity funds: 10–13% CAGR (moderate-high risk)
  • Mid/Small-cap funds: 12–18% CAGR (high risk, long-term)
  • Index funds (Nifty 50): ~12% CAGR historical average
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