CalzHub

Mutual Funds

SIP Calculator

See how your monthly investments grow through compound returns over time.

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What is SIP and How Does it Work?

A Systematic Investment Plan (SIP) lets you invest a fixed amount in a mutual fund at regular intervals — monthly, weekly, or quarterly. Your money buys more units when prices are low and fewer when high, averaging out the cost over time (rupee cost averaging).

The key growth driver is compounding: returns earned in earlier periods themselves earn returns in later periods. A ₹5,000/month SIP at 12% p.a. for 20 years turns ₹12L invested into over ₹49L — a wealth gain of 311%.

SIP Formula

The maturity value (FV) of a SIP is calculated using the compound interest formula for recurring payments:

FV = P × [ (1 + r)ⁿ − 1 ] / r × (1 + r)

Where P = monthly investment, r = monthly rate (annual rate ÷ 12 ÷ 100), n = total months.

SIP vs Lump Sum

Lump sum investing works better in rising markets; SIP works better in volatile or falling markets due to cost averaging. For most retail investors without the ability to time the market, SIP is the recommended approach — it enforces financial discipline and removes emotional decision-making.

Frequently Asked Questions