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Rajkumar Anguluri·Software Engineer · Founder, Artha Engine·Last reviewed 8 April 2026·Methodology

Independent decision-support tool. Artha Engine is not a financial services provider, does not sell loans or insurance, and has no commission relationships with banks or insurers.

Calculator

SIP Calculator

Will a steady SIP actually grow into the corpus you need? See the final number, what drives it, and whether your plan is aggressive, balanced, or lagging.

SIP details

Enter your monthly SIP, expected return, and horizon. Step-up matches annual income growth.

₹10K

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Verdicthigh confidence

Final corpus

₹98.9L

₹0.99Cr final corpus

You invest ₹24.0L over 20 years. Compounding adds ₹74.9L on top.

Most long-term SIP wealth comes from the final 5-7 years — plan the exit carefully.

Total invested

₹24L

Estimated returns

₹74.9L

Final corpus

₹98.9L

Wealth multiplier

4.12x

Final corpus divided by total invested.

Invested vs corpus per year

Year-by-year growth of your investment and total corpus.

₹1Cr₹50L₹0
Yr 1Yr 5Yr 9Yr 12Yr 16Yr 20

Benchmarks

  • Conservative (8% return)

    +67.9%

    You

    ₹98.9L

    Benchmark

    ₹58.9L

    Debt-fund-like returns.

  • Aggressive (15% return)

    -33.9%

    You

    ₹98.9L

    Benchmark

    ₹1.5Cr

    Small-cap-heavy equity returns.

  • With 10% annual step-up

    -49.8%

    You

    ₹98.9L

    Benchmark

    ₹2Cr

    Matching income growth compounds dramatically.

What moves the result most

Holding everything else fixed, here is how the headline shifts when each input swings by a typical range.

Horizon-₹41.4L ₹66.7L
-20% years+20% years
Expected return-₹26.8L ₹38.7L
-20% return+20% return
Monthly SIP-₹24.7L ₹24.7L
-25%+25%
Annual step-up₹0 ₹16.3L
-5%+5%

Compounding multiplies your money 4.12x

The corpus is more than double what you invested. This is what long tenures + steady returns compound into — the difference is entirely gains, not principal.

Wealth multiplier

4.12x

A 20+ year SIP unlocks true compounding

Most of the wealth in a long SIP is earned in the final 5-7 years. Stopping early loses the most valuable compounding window.

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At a glance

What it does
Projects the final corpus of a monthly mutual fund SIP over any horizon, with optional annual step-up.
Typical output
₹10,000/month at 12% over 20 years becomes ~₹1 Cr, of which ₹76 L is compounding gains and ₹24 L is your contribution.
Step-up effect
A 10% annual step-up on the same SIP pushes the corpus to ~₹1.6 Cr over the same 20 years.
Best used for
Planning retirement corpus, goal funding, or long-term wealth creation through equity mutual funds.

How It Works

This is the drill-down layer. The flagship flow leads with a recommendation, and this page lets you inspect the underlying model.

  • SIP corpus = Σ over each month of (monthly contribution × (1 + monthly rate)^(remaining months)).
  • Step-up SIP raises the contribution by the step-up % every 12 months.
  • Wealth multiplier = final corpus / total invested.

Assumptions

The recommendation stays blunt, but the assumptions remain visible.

  • Return is assumed constant; real markets vary year to year.
  • Step-up happens once a year, not continuously.
  • Corpus is nominal — not adjusted for inflation.

FAQ

The follow-up questions people usually ask after the main recommendation is already clear.

Is 12% a reasonable return assumption?

For long-horizon Indian equity SIPs (20+ years), 11-13% has been the historical range for diversified equity funds. Stress-test at 10% to see a conservative outcome.

How does step-up SIP compare to flat SIP?

A 10% step-up SIP can produce 40-60% more corpus than a flat SIP over 15-20 years, because the extra contributions also compound. It matches income growth and keeps the effective savings rate steady.

Should I use SIP or lump sum?

Lump sum wins if you have the money today and the market is not overheated. SIP wins for salaried earners who invest from monthly income — it removes timing risk and enforces discipline.

Calculations and decision frameworks, not personalised financial advice. The numbers on this page are based on the inputs you supplied and the regulatory rules in effect when this page was last reviewed. They are not a recommendation to buy, sell, hold, port, or surrender any specific financial product. Consult a SEBI-registered investment advisor, a qualified tax professional, or a licensed insurance broker before acting on a financial decision involving your money.

Artha Engine is an educational decision-support website. We do not offer loans, sell insurance, distribute mutual funds, provide regulated investment advice, collect loan applications, or receive commissions from banks, insurers, AMCs, brokers, or other financial providers. References to RBI, SEBI, IRDAI, Income Tax Department, or other authorities are source citations only. Artha Engine is not affiliated with, endorsed by, or sponsored by any government authority, regulator, bank, insurer, AMC, or broker. Artha Engine does not charge users fees for using calculators, comparison tools, articles, or financial health scoring. Mailing address: India.

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