SIP Calculator

Compute SIP maturity amount, expected returns, and yearly growth

Investment Details

Enter your SIP parameters

Typical equity mutual funds: 10-15% p.a.

Investment Summary

Monthly Investment:₹5,000
Total Months:120
Expected Return:12% p.a.

Maturity Value

After 10 years

₹1,161,695
11.62 Lakhs

Investment Breakdown

Total Invested
₹600,000
Your contribution
Estimated Returns
₹561,695
Wealth gained
Invested Amount51.6%
Returns48.4%

Yearly Growth

Year-by-year accumulation

Year 1₹64,047
Invested: ₹60,000Returns: ₹4,047
Year 2₹136,216
Invested: ₹120,000Returns: ₹16,216
Year 3₹217,538
Invested: ₹180,000Returns: ₹37,538
Year 4₹309,174
Invested: ₹240,000Returns: ₹69,174
Year 5₹412,432
Invested: ₹300,000Returns: ₹112,432
Year 6₹528,785
Invested: ₹360,000Returns: ₹168,785
Year 7₹659,895
Invested: ₹420,000Returns: ₹239,895
Year 8₹807,633
Invested: ₹480,000Returns: ₹327,633
Year 9₹974,108
Invested: ₹540,000Returns: ₹434,108
Year 10₹1,161,695
Invested: ₹600,000Returns: ₹561,695

About SIP Calculator

Systematic Investment Plan (SIP) Calculator

This calculator helps you estimate the maturity value of your SIP investments in mutual funds. SIP is a disciplined way to invest regularly and benefit from rupee cost averaging and the power of compounding.

Features

  • Calculate SIP maturity amount
  • Estimate total returns
  • Year-by-year growth breakdown
  • Visual investment vs returns comparison
  • Interactive sliders for easy input
  • Lakhs conversion for Indian context
  • Compound interest calculation
  • Customizable investment parameters

What is SIP?

A Systematic Investment Plan (SIP) allows you to invest a fixed amount regularly (monthly, quarterly) in mutual funds. Instead of timing the market, you invest consistently regardless of market conditions, which helps average out the cost and reduces the impact of market volatility.

Benefits of SIP

  • Disciplined investing habit
  • Rupee cost averaging - buy more units when prices are low
  • Power of compounding over long term
  • No need to time the market
  • Flexible investment amounts
  • Can start with as low as $500/month
  • Easy to increase or pause
  • Tax benefits under Section 80C (ELSS funds)

Expected Returns

Equity Mutual Funds:
Historical average: 12-15% p.a. (long term). Higher risk, higher potential returns.
Debt Mutual Funds:
Historical average: 7-9% p.a. Lower risk, stable returns.
Hybrid Funds:
Historical average: 9-12% p.a. Balanced risk and returns.

Investment Tips

  • Start early to maximize compounding benefits
  • Stay invested for at least 5-7 years for equity funds
  • Don't stop SIP during market downturns
  • Increase SIP amount annually with salary hikes
  • Diversify across different fund categories
  • Review portfolio annually but don't overtrade
  • Choose direct plans for lower expense ratios

Important Notes

  • Past performance doesn't guarantee future returns
  • Mutual fund investments are subject to market risks
  • Returns shown are estimates based on assumed rate
  • Actual returns may vary based on fund performance
  • Consider your risk appetite before investing
  • Consult a financial advisor for personalized advice
  • Read scheme documents carefully before investing