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SIP Calculator

Plan your systematic mutual fund investments. Drag sliders to adjust your monthly savings, expected growth rate, and duration to see potential maturity wealth in real-time.

Parameters

$
%
Yr

Results Summary

Invested Amount
$1,200,000
Est. Returns
$1,123,391
Total Value
$2,323,391
Mathematical Formula

This calculator determines the results based on the following standard financial formula for Systematic Investment Plan (SIP):

M = P * [ ( (1 + i)^n - 1 ) / i ] * (1 + i)

Variables Glossary

M
Maturity value or future wealth accumulated
P
Monthly investment amount
i
Monthly interest rate (expected annual rate / 12 / 100)
n
Total number of months (years × 12)

Since payments are made at the beginning of each period (monthly), the entire bracket is multiplied by (1 + i) to account for interest earning on the first day.

Frequently Asked Questions
What is a Systematic Investment Plan (SIP)?

A Systematic Investment Plan (SIP) is an investment route offered by mutual funds where you invest a fixed amount of money at regular intervals (monthly, quarterly) rather than making a one-time lumpsum investment.

How does compound interest work in an SIP?

SIPs benefit from the power of compounding. The returns earned on your investment are reinvested, meaning you earn returns on your returns over time. The longer you continue your SIP, the greater the compounding effect.

Can I increase my SIP amount in the future?

Yes, most mutual funds allow you to start a 'Step-up SIP' where you can automatically increase your monthly contribution by a fixed percentage or amount every year as your income grows.

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