SIP Calculator

Estimate returns on your mutual fund Systematic Investment Plan (SIP) investments based on expected growth rate.

fact_check Reviewed by Senior Editor
verified Reviewed: Jul 28, 2026
update Updated: Jul 28, 2026
commit v2.0.0
schedule 6 min read

lightbulb When to use this tool

  • check_circle Calculating how much a specific monthly SIP amount will grow to over 10, 15, or 20 years for a retirement or education planning goal.
  • check_circle Determining what monthly SIP amount you need to reach a target corpus (e.g., ₹1 crore in 15 years).
  • check_circle Comparing the impact of starting a SIP now versus starting five years later — the 'cost of delay' in compounding terms.
  • check_circle Evaluating whether to invest a lump sum or a SIP by comparing their projected maturity values.
  • check_circle Setting realistic expectations about mutual fund SIP returns across different time horizons.

Why use our tool?

Year-by-Year Growth Visualisation

Wealth Created vs Amount Invested — Side by Side

Goal-Based Reverse Calculation

Multiple Return Scenarios

Completely Private — No Investment Data Shared

How it works

1

Enter your monthly SIP investment amount in rupees.

2

Enter your expected annual return rate (%). For Indian equity mutual funds, historical long-term CAGR ranges from 10%–15% — use 12% as a moderate assumption for planning.

3

Enter the investment duration in years.

4

The calculator displays: Total amount invested, Estimated returns (wealth created), Total maturity value.

5

View the year-by-year breakdown to see the growth curve — notice how the corpus accelerates significantly in later years.

6

Use the reverse calculator mode to input a target corpus and duration to find the required monthly SIP amount.

Examples

science Retirement Corpus Planning at 45

science Cost of Delay — Starting Now vs 5 Years Later

Frequently Asked Questions

Are the SIP returns shown by this calculator guaranteed? expand_more
No. This calculator projects future value based on a constant assumed annual return rate you input. Actual mutual fund returns are not guaranteed and vary based on market performance, fund selection, economic conditions, and investment period. Equity funds may deliver significantly more or less than the projected rate in any given period. The calculation is a mathematical illustration of compound growth at a specified rate — it is not a prediction or promise of returns. As required by SEBI, past performance does not guarantee future returns.
What expected return rate should I use for equity mutual fund SIPs in India? expand_more
Indian equity mutual funds, as a category, have delivered approximately 12%–15% CAGR over long investment horizons (15+ years), though past performance does not guarantee future results. For conservative planning, 10%–11% is a reasonable assumption. For moderate planning, 12% is commonly used by financial planners. For optimistic scenarios, 14%–15% can be modelled. It is advisable to run the calculation at multiple rates (say, 8%, 12%, and 15%) to understand the range of potential outcomes rather than anchoring to a single number.
What is the difference between SIP and lump sum investment? expand_more
A SIP invests a fixed amount at regular intervals (monthly, quarterly), regardless of market level. A lump sum invests the entire amount at once. The key difference is market timing risk: a lump sum invested at a market peak suffers full drawdown; SIP investments average your purchase cost over time (called rupee cost averaging), which reduces the impact of volatility. SIPs are generally better for regular salaried investors without a large corpus to deploy upfront. Lump sum investments can outperform SIPs if the market rises consistently after the investment date.
How does SIP benefit from rupee cost averaging? expand_more
Rupee cost averaging means that when markets are down, your fixed monthly SIP amount buys more units of the mutual fund (because NAV is lower). When markets are up, it buys fewer units. Over time, your average purchase cost per unit tends to be lower than the average NAV over the period — you automatically 'buy more when cheap, buy less when expensive'. This mechanical averaging is one of the main advantages of SIP investing for retail investors who cannot or do not want to time the market.
Are SIP returns in India taxable? expand_more
Yes. For equity mutual funds: gains from units held for more than 12 months are Long-Term Capital Gains (LTCG), taxed at 12.5% (no indexation, as per the Union Budget 2024 update). LTCG up to ₹1.25 lakh per year is exempt. Gains from units held for less than 12 months are Short-Term Capital Gains (STCG), taxed at 20%. In a SIP, each monthly installment is treated as a separate purchase for tax calculation — so when you redeem, the holding period is calculated individually for each installment's units.
What happens to my SIP if I miss a payment? expand_more
Missing a SIP installment typically does not terminate your SIP. Most fund houses and platforms (Zerodha, Groww, Kuvera) simply skip the installment if your bank account has insufficient funds. Your bank may charge a bounce/ECS return fee (₹100–₹500 typically). Three or more consecutive missed installments may cause the SIP mandate to be paused or cancelled depending on the fund house's policy. If you face financial difficulty, most platforms allow you to pause a SIP for 1–3 months rather than cancelling and restarting.

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