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WealthJot.ai
📈 SIP Calculator
Project wealth from monthly SIP investments with compounding

A SIP of ₹10,000/month for 15 years at 12% grows to ₹50.46 L.

Formula

Future Value = P × {[(1 + r)^n − 1] ÷ r} × (1 + r), where P = monthly SIP amount, r = monthly return rate (annual ÷ 12 ÷ 100), n = number of months

Worked example
InputValue
Monthly SIP Amount₹10,000
Expected Annual Return12%
Investment Period15 yr
Annual Step-Up0%
Total Corpus₹50,45,760
Total Invested₹18,00,000
Total Gains₹32,45,760
Wealth Multiplier2.8×
Absolute Return180.32%
Expected Annual Return12%

How the SIP calculator works

A SIP grows through two engines at once: the money you add every month, and the compoundingEarning returns on your returns — growth that accelerates over time. on everything already invested. The calculator applies your expected annual return (converted to a monthly rate) to each instalment for exactly as long as that instalment stays invested — your first month’s ₹10,000 compounds for the full tenure, the last one for barely a month.

FV = P × [((1 + i)^n − 1) / i] × (1 + i)
P = monthly SIP, i = monthly return (annual ÷ 12), n = number of instalments. Each instalment compounds for the months it remains invested.
Example₹10,000 a month for 20 years at 12%: you invest ₹24 lakh, but the projected corpus is about ₹1 crore — three-quarters of the final amount is growth, not contribution. Stretch it to 25 years and the corpus roughly doubles to ~₹1.9 crore: the last five years add more than the first fifteen, because compoundingEarning returns on your returns — growth that accelerates over time. back-loads its rewards.
Common mistakeTreating the projection as a promise. The 12% default is a long-run historical average for Indian equityA unit of ownership in a company. — real returns arrive in lumps and droughts, and a 5-year SIP can even be negative. Plan at 10-11%, celebrate anything above it, and judge outcomes only over 7+ year horizons.
✓ You learnedSIP maths rewards time far more than amount — start early, stay through crashes (that’s when instalments buy cheap units), and step the SIP up with every raise.
FAQs
Is 12% a realistic SIP return?

As a long-run planning average for diversified Indian equity funds, 11-13% is the historically honest range — but it is an average across crash years and boom years, not an annual rate. Use 10-11% for goal planning so surprises are pleasant, and expect any single year to look nothing like the average.

Does a SIP guarantee returns?

No. A SIP guarantees only discipline and rupee-cost averaging — returns come entirely from the fund it buys. Equity SIPs can show losses for 2-3 year stretches; the mechanism’s edge is that instalments during falls buy more units, which pays off when you hold through the recovery.

What happens if I increase my SIP every year?

Dramatically more than intuition suggests: a 10% annual step-up on a ₹10,000 SIP at 12% roughly doubles a 20-year corpus (from ~₹1 crore to ~₹2 crore). Use the step-up SIP calculator to model it — matching your SIP to salary growth is the single strongest lever you control.