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SIP Calculator

Estimate SIP maturity value, total invested amount, and gains from monthly investments and expected returns.

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Version 1.0.0 · Last reviewed

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Result

Live output from your inputs

Enter values and calculate to see results.

How it worksShow guide

Introduction

A Systematic Investment Plan (SIP) invests a fixed amount every month. This calculator estimates maturity value using expected annual return with monthly compounding.

Disclaimer: This tool is for informational purposes only and is not professional medical, financial, or tax advice.

Formula

SIP future value assumes a fixed monthly investment with monthly compounding. r is the monthly rate and n is the number of months.

FV=P×(1+r)n1r×(1+r)FV = P \times \frac{(1+r)^{n}-1}{r} \times (1+r)
  • P Monthly investment amount
  • r Monthly rate (annual rate ÷ 12 ÷ 100)
  • n Number of months
  • FV Estimated maturity value

Step-by-step

  1. Enter how much you will invest each month.
  2. Enter the expected annual return as a percent.
  3. Enter the investment tenure in years.
  4. Future value uses the standard SIP annuity formula with monthly compounding.

Worked example

Investing $5,000 monthly for 10 years at 12% expected return grows to roughly $11.6 lakh-scale maturity (exact figure depends on monthly compounding).

Use cases

  • Plan a monthly mutual fund contribution
  • Compare tenures and expected returns
  • Estimate long-term wealth building goals

Frequently asked questions

Is the return guaranteed?

No. This is an estimate based on a constant expected rate. Real mutual fund NAVs fluctuate.

When is the installment assumed?

The formula used here assumes end-of-period contributions with the (1+r) factor — a common SIP future-value convention.

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Version 1.0.0 · Last updated: