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Free Financial Calculator

SIP Calculator (Systematic Investment Plan)

Calculate your estimated mutual fund wealth from disciplined monthly investments with compounding returns in India.

₹500₹75,000₹1,50,000
5% (Conservative)12% (Equity Index)25% (High Growth)
1 Year15 Years35 Years
Annual Step-Up Increment (% per year)0%

Increasing your monthly investment annually in tandem with appraisals significantly accelerates your terminal corpus.

Estimated Maturity Corpus
50,45,760
Total Capital Invested18,00,000
Estimated Compounded Gains+₹32,45,760
Invested (36%) Gains (64%)
*Projections are mathematical illustrations based on monthly compounding. Mutual fund investments are subject to market risks.
Interpretation

What does this number actually mean?

Over 15 years, your total out-of-pocket contribution of ₹18,00,000 generates an estimated gain of ₹32,45,760, growing into a final estimated corpus of ₹50,45,760.

  • Your money multiplies by roughly 2.8x over this timeframe.
  • Compounding accelerates heavily in the final third of your investment period; patience is what creates the majority of the wealth.
  • This estimate assumes a constant rate of return. Real equity returns fluctuate year to year, but long-term averages have historically rewarded disciplined investors.
Calculation Methodology

How This Calculator Works

SIP returns are calculated using the future value of an annuity due formula. Each monthly installment compounds for the exact number of months remaining in your investment horizon.

M = P × ({[1 + i]^n - 1} / i) × (1 + i)

Variables in Formula:

M: Total future maturity amount accumulated
P: Monthly investment installment (₹)
i: Periodic monthly rate of return (Annual Rate / 12 / 100)
n: Total number of monthly installments (Years × 12)
Real-World Scenario

Worked Step-by-Step Example

Suppose you invest ₹10,000 per month in a broad market index fund (such as Nifty 50) compounding at an illustrative 12% annual rate for 15 years.

Total Invested₹18,00,000
Estimated Wealth Gain₹32,45,760
Final Estimated Corpus₹50,45,760

Key takeaway: More than 64% of your final ₹50.4 Lakhs maturity amount came entirely from compounding returns rather than your own salary contributions.

Common Traps

Common Mistakes to Avoid

Pausing SIP during market crashes

Market downturns allow your monthly SIP to purchase mutual fund units at lower NAVs (Rupee Cost Averaging). Pausing during dips destroys this core compounding advantage.

Ignoring annual salary increments

As your salary grows, keeping your SIP static erodes its relative impact. Increasing your SIP by even 10% annually can nearly double your eventual corpus.

Expecting straight-line monthly returns

The 12% calculation is an annualized CAGR expectation over a decade or more. Individual years may deliver +25% or -15%.

Failing to check expense ratios

Investing in Direct plans instead of Regular plans saves up to 1% annually in commission drag, compounding into lakhs over 15+ years.

Next Logical Step

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