How SIP Calculator Works

Estimate your mutual fund returns with compound interest using regular monthly investments.

SIP Calculation Formula

A SIP (Systematic Investment Plan) calculator shows how your monthly investments grow over time through compounding. It uses the following formula:

FV = P × [(1 + r)n – 1] × (1 + r) / r

Where:

  • FV = Future Value of investment
  • P = Monthly investment amount
  • r = Monthly interest rate (Annual Rate ÷ 12 ÷ 100)
  • n = Total number of months

The calculator computes your total invested amount, the interest earned via compounding, and the final maturity value—helping you plan SIPs more effectively.

Plan Your Investments with Ease

Understanding SIP investments for long-term wealth creation in India

Investing can sometimes feel confusing, especially when you're thinking about mutual funds and long-term financial planning. That's where a SIP Calculator online becomes your best friend.

A SIP (Systematic Investment Plan) is one of the simplest and most effective ways to invest in mutual funds. Instead of investing a large amount all at once, you contribute a fixed amount every month. Over time, this money grows through the power of compound interest.

Our Mutual Fund SIP Calculator helps you estimate how much your investments could grow in the future. With just a few inputs—monthly investment, expected return rate, and duration—you'll instantly see your total investment, estimated returns, and final value.

💡 What is a SIP Calculator?

A SIP calculator online is a tool that projects the future value of your investments. It helps you answer:

  • How much wealth can I build if I invest ₹5,000 every month for 10 years?
  • How much of my final corpus is from my contributions, and how much is from returns?
  • How does compounding affect my money over time?

This clarity makes it easier to set financial goals—whether it's retirement planning, children's education, or buying your dream home.

📊 How Does a SIP Calculator Work?

The SIP calculator uses this formula:

Formula:

FV = P × [(1 + r)n – 1] × (1 + r) / r

Where:

FV = Future Value of investment

P = Monthly investment amount

r = Monthly interest rate (Annual Rate ÷ 12 ÷ 100)

n = Total number of months

👉 In simple words, the calculator adds your monthly investments and applies compound interest to show the growth of your money.

🔎 Example Calculations

Let's see two real-life scenarios:

Example 1: ₹5,000/month for 10 years at 12% return

Total Investment: ₹6,00,000

Estimated Returns: ₹4,70,000

Final Value: ~₹10,70,000

Example 2: ₹10,000/month for 15 years at 12% return

Total Investment: ₹18,00,000

Estimated Returns: ₹33,00,000

Final Value: ~₹51,00,000

👉 These examples show how small but consistent monthly investments can create wealth over time.

📌 SIP vs Lump Sum Investment

Feature SIP (Systematic) Lump Sum
Investment Style Small amounts monthly One-time big amount
Risk Lower (rupee-cost averaging) Higher (depends on market timing)
Best For Salaried people, regular income Investors with large capital
Market Volatility Less impact More impact
Long-term Growth Consistent & disciplined Depends on timing

💡 For most people, SIPs are safer and more practical compared to lump sum investing.

💰 SIP Calculator with Inflation

One important factor people often ignore is inflation.

While a Mutual Fund SIP Calculator shows you the future value of your money, inflation reduces the real value of that money. For example, if your SIP gives you ₹1 crore in 20 years, inflation at 5–6% means the buying power may feel like only ₹30–40 lakhs in today's terms.

That's why you should always plan SIPs considering inflation and increase your SIP amount gradually (called a step-up SIP).

🎯 Why Use a SIP Calculator Online?

  • Set Realistic Goals – Know exactly how much to invest for your target amount.
  • Track Progress – Compare different durations and amounts.
  • Understand Compounding – See how your returns multiply over time.
  • Better Planning – Adjust investments as your income grows.

🔑 Tips for Smart SIP Investing

  • Start early: The earlier you start, the more compounding works in your favor.
  • Stay consistent: Never stop SIPs during market downs; it balances out in the long run.
  • Increase gradually: Raise your SIP amount whenever your income increases.
  • Choose wisely: Select mutual funds with a proven track record.
  • Factor in inflation: Always think in terms of future value, not just today's amount.

⚠️ Disclaimer

The results from this SIP calculator are estimates only. Mutual fund returns are subject to market risks and are not guaranteed. Please consult a certified financial advisor before making investment decisions.

Frequently Asked Questions

Answers to common questions about SIP (Systematic Investment Plan) and how it works

A SIP or Systematic Investment Plan is a method of investing a fixed amount in mutual funds at regular intervals, typically monthly. It promotes disciplined investing and benefits from compounding over time.

SIPs suit those who prefer smaller, regular investments and reduce the risk of market timing. Lump sum is better in bullish markets if timed well, but SIP offers rupee-cost averaging and lower risk over time.

Yes, you can stop your SIP any time through your mutual fund platform. There are no penalties, but stopping early may affect your long-term returns from compounding.

No, SIP returns are not guaranteed. They depend on the fund's market performance, although long-term SIPs in quality funds have historically given healthy returns.

Occasional missed payments don't incur mutual fund penalties, but your bank might charge for a failed auto-debit. Repeated misses may lead to SIP cancellation.

Most mutual funds allow you to start a SIP with just ₹500 per month, making it accessible for all types of investors.

SIPs are best for long-term wealth creation. For short-term goals, consider low-risk options like debt mutual funds or fixed deposits instead.

Yes, you can modify your SIP by either changing the amount in your existing plan or starting a new SIP with a different amount.

Tax benefits are available only in SIPs under ELSS (Equity Linked Saving Scheme) funds. Investments in ELSS qualify for tax deduction up to ₹1.5 lakh under Section 80C.

SIP returns are calculated using the compound interest formula based on monthly contributions, tenure, and expected interest rate. SIP calculators help visualize this growth.