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📈 SIP Calculator

Project the corpus from a monthly SIP, with optional annual step-up, then see it post-tax and inflation-adjusted. Switch to Advanced for goal planning, asset allocation and tax-impact analysis.

ROI & Returns Calculator

Quick CAGR & return estimate

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SIP Details

Monthly Investment

Asset Type

Expected Annual Return

% p.a.

Investment Period

yrs

Annual Step-Up

Increase SIP by % each year (optional)

%

Your Tax Slab

Inflation Assumption

%

Tax: 10% LTCG above ₹1L (≥1yr)

SIP Returns

Enter details to see returns

Investment Returns — Answered Directly

25 questions on SIP, mutual funds, PPF, FD, NPS, gold, and real estate. India-specific, updated for Budget 2024 and FY 2025-26.

SIP & Mutual Fund ROI

PPF, FD & Guaranteed Returns

ROI — Core Concepts

Real Estate & Gold ROI

General Investment ROI

What This SIP Calculator Does

  • Monthly SIP projection across equity, debt, gold and RD
  • Annual step-up SIP to model rising income
  • Post-tax corpus using correct LTCG/STCG rules per asset (Budget 2024)
  • Inflation-adjusted (real) corpus alongside the nominal figure
  • Year-by-year invested vs value breakdown

SIP — Frequently Asked Questions

How is SIP return calculated?

A SIP grows each monthly instalment by the periodic return until the end date. The future value formula is FV = P × [((1+i)ⁿ − 1) / i] × (1+i), where P = monthly amount, i = monthly return (annual ÷ 12) and n = months. A ₹10,000 SIP at 12% for 15 years grows to about ₹50L on ₹18L invested.

What is a step-up SIP and why does it help?

A step-up (or top-up) SIP increases your monthly contribution by a fixed percentage each year, usually in line with salary growth. A 10% annual step-up on a ₹10,000 SIP can add 30–50% more to the final corpus over 15–20 years versus a flat SIP, because higher contributions compound for longer.

How are SIP returns taxed in India?

For equity funds: long-term capital gains (held >1 year) above ₹1.25L/year are taxed at 12.5%; short-term gains at 20% (Budget 2024). Each SIP instalment has its own holding period (FIFO). Debt fund gains are taxed at your slab rate post-April 2023.

Other Calculation Modes

Each mode has its own calculator. The all-in-one ROI Calculator hub lets you pick any mode and switch freely, plus the full 6-module advanced analysis.