Investment Calculator

Investment Parameters

It’s not a sacrifice. It’s strategy.

You entered: ₹10.00K

What you're putting in today to jumpstart your wealth.This is the balance you have in Savings Account, MF, PPF, EPF, etc

You entered: ₹70.00K per month

Your monthly fuel — the more you invest, the faster you grow.

Choose a return rate based on your risk appetite. Historically, Sensex has averaged ~12% over 30 years.

Time is your secret weapon. The longer you stay, the more you earn.

Investment Summary

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TL;DR - Quick Summary
  • SIP allows you to invest a fixed amount regularly in mutual funds
  • Benefits from rupee cost averaging and compound growth
  • Start early, stay consistent, and invest for the long term
SIP Calculator: Your Guide to Systematic Investment Planning

Calculate your potential wealth creation through systematic investments in mutual funds. Plan your financial future with our comprehensive SIP calculator.

What is a Systematic Investment Plan (SIP)?

A Systematic Investment Plan (SIP) is a smart and methodical approach to investing where you commit a fixed amount at regular intervals (typically monthly) into mutual funds. This disciplined investment strategy helps you build wealth over time while managing market volatility through rupee cost averaging.

SIP investments work similarly to recurring deposits but with the potential for higher returns through market-linked growth. Instead of making a large, one-time investment, you invest smaller amounts regularly, making it more manageable for salaried individuals and long-term investors.

Why Choose SIP for Your Investment Journey?

For New Investors

  • Start with amounts as low as ₹500 per month
  • Learn market dynamics without large commitments
  • Develop disciplined investing habits
  • Automatic investments reduce emotional decisions

For Experienced Investors

  • Portfolio diversification across market caps
  • Strategic asset allocation
  • Tax-efficient wealth creation
  • Long-term wealth compounding

How Our SIP Calculator Works

Our SIP calculator uses advanced compound interest calculations to project your potential wealth creation. It factors in your monthly investment amount, expected returns, and investment duration to provide accurate estimates.

Input Parameters

  • Monthly Investment: Your committed monthly contribution

    This is the amount you'll invest each month. Start with what you can comfortably save.

  • Expected Return Rate: Projected annual returns

    Historically, equity mutual funds have delivered 12-14% annual returns over long periods.

  • Investment Duration: Time horizon in years

    Longer durations typically yield better results due to compound growth.

Understanding Results

  • Total Investment: Cumulative amount invested

    This is your total contribution over the investment period.

  • Expected Returns: Gains from compound growth

    The power of compounding helps your money grow exponentially over time.

  • Final Amount: Total corpus at maturity

    The combined value of your investments and returns.

The Power of Compounding in SIP

Compound interest is often called the eighth wonder of the world, and SIP investments harness this power effectively. When you invest through SIP, not only does your principal earn returns, but those returns also start generating their own returns.

Early Investment Advantage

Starting early with a smaller amount can potentially yield better returns than starting late with a larger investment. For example, investing ₹5,000 monthly for 20 years could grow more than investing ₹10,000 monthly for 10 years, despite investing the same total amount.

Long-term Wealth Creation

The effect of compounding becomes more pronounced over longer periods. A 10-year SIP can grow your money significantly, but a 20-year SIP can multiply it many times over due to the exponential nature of compound growth.

How SIP Helps Navigate Market Volatility

Market volatility is a natural part of investing, but SIP helps you turn this volatility to your advantage through rupee cost averaging. Here's how it works:

During Market Highs

Your fixed amount buys fewer units, protecting you from over-investing at peak prices.

During Market Lows

Your fixed amount buys more units, helping you accumulate at better valuations.

Over Time

This averaging reduces your overall cost of investment and potentially enhances returns.

Comprehensive Benefits of SIP Investment

Disciplined Investing

Develops a regular saving habit and ensures consistent wealth creation. Automated investments help maintain discipline regardless of market conditions.

Rupee Cost Averaging

Reduces impact of market volatility by averaging purchase costs over time. You automatically buy more units when prices are low and fewer when prices are high.

Power of Compounding

Earnings generate their own earnings, accelerating wealth creation. The longer you stay invested, the more powerful this effect becomes.

Goal-based SIP Investment Planning

SIP investments can be aligned with various financial goals. Use our calculator to plan for:

Retirement Planning

Build a substantial corpus for your post-retirement needs.

Children's Education

Prepare for future educational expenses with systematic investing.

Home Purchase

Accumulate the down payment for your dream home.

Wealth Creation

Generate long-term wealth through market-linked returns.

Frequently Asked Questions

Expert Tips for Maximizing Your SIP Returns

Follow these expert-recommended strategies to optimize your SIP investments and achieve your financial goals:

  • Start Early: Maximize the power of compounding by starting your SIP journey as early as possible. Even a small delay can significantly impact your final corpus.
  • Step-up Investments: Increase your SIP amount by 10-15% annually to align with your income growth. This can substantially boost your long-term returns.
  • Stay Invested: Remain invested for the long term to ride out market volatility and benefit from the power of compounding. Avoid premature withdrawals.
  • Diversify Wisely: Spread your investments across different types of mutual funds to balance risk and returns according to your goals.
  • Regular Review: Monitor your portfolio's performance periodically and rebalance if needed to maintain your desired asset allocation.