TOOLRIFT

SIP Calculator

Calculate the future returns on your monthly SIP (systematic investment plan). See total invested, estimated returns, and maturity value.

Maturity value1,161,695.38
Total invested600,000
Estimated returns561,695.38

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About the SIP Calculator

A Systematic Investment Plan (SIP) lets you invest a fixed amount into a mutual fund every month instead of a single lump sum. Because you buy units at different prices over time, you average out market ups and downs — a strategy known as rupee-cost averaging — and you benefit from compounding as your returns themselves start earning returns.

This calculator uses the standard future-value-of-an-annuity formula. You enter your monthly investment, the expected annual rate of return, and the number of years, and it shows your total amount invested, the estimated returns earned on top, and the final maturity value. Remember that mutual-fund returns are not guaranteed — the rate you enter is an assumption, so it's worth checking a conservative and an optimistic scenario.

Frequently asked questions

What return rate should I assume for a SIP?

For diversified equity mutual funds, a long-term assumption of 10–12% per year is common, while debt funds are usually modelled at 6–8%. These are estimates, not promises — actual returns vary with the market, so try a few rates to see a realistic range.

Is SIP better than a lump-sum investment?

SIPs reduce timing risk because you invest gradually, which suits most people investing from monthly income. A lump sum can outperform if invested at the right time, but it also carries more risk if the market falls right after you invest.

Can I change my SIP amount later?

Yes. Most funds let you increase, decrease, pause, or stop a SIP. Many investors use a 'step-up SIP', raising the monthly amount each year in line with their salary to reach goals faster.

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