Investment Calculator

Calculate returns for SIP and one-time investments

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How to Use Our SIP Calculator

  1. Select your investment type - Choose between SIP (monthly investments) or one-time lump sum investment.
  2. Enter your investment amount - For SIP, enter the monthly amount you plan to invest. For lump sum, enter the one-time investment amount.
  3. Input the expected annual return - This is the average annual return you expect from your investment.
  4. Specify the investment tenure - Enter the number of years you plan to stay invested.
  5. Click the "Calculate Returns" button to see your investment growth projection.
  6. Review the results including your total investment, returns, and visual breakdown of your investment growth.

Why Use Our SIP Calculator?

Accurate Projections

Get precise investment growth projections using standard financial formulas.

Visual Breakdown

Visualize how your investment grows over time with interactive charts.

Financial Planning

Plan your financial goals by understanding potential investment returns.

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Understanding SIP Investments

What is SIP?

SIP stands for Systematic Investment Plan. It is an investment strategy where you invest a fixed amount regularly (usually monthly) in mutual funds or other investment vehicles. SIPs help in rupee cost averaging and compounding, which are powerful wealth-building concepts.

How SIP Works?

When you invest through SIP, you buy units of a mutual fund at different market levels. When markets are down, your fixed investment buys more units, and when markets are up, you buy fewer units. This averages out your purchase cost over time, reducing the impact of market volatility.

Benefits of SIP

SIP vs. Lump Sum Investment

While SIPs are excellent for regular investors, lump sum investments can be beneficial when you have a large amount to invest and the market is at a low point. Our calculator helps you compare both approaches to make informed investment decisions.

Tips for Successful SIP Investing

  1. Start early to maximize the power of compounding.
  2. Increase your SIP amount periodically as your income grows.
  3. Stay invested for the long term to ride out market volatility.
  4. Diversify your investments across different fund categories.
  5. Review your portfolio annually and rebalance if necessary.

Frequently Asked Questions

What is the difference between SIP and lump sum investment?

SIP involves investing a fixed amount regularly (usually monthly), while lump sum investment means investing a large amount at once. SIP helps in averaging purchase costs and reduces the impact of market timing, while lump sum can be more beneficial when markets are low.

How does compounding work in SIP?

Compounding means earning returns on your returns. In SIP, the returns you earn are reinvested, which then generate their own returns. Over time, this creates a snowball effect that significantly grows your investment.

What is a realistic expected return for SIP investments?

Historical data suggests that equity mutual funds in India have delivered returns of 12-15% annually over the long term. However, returns can vary based on market conditions, fund performance, and economic factors.

Can I withdraw my SIP investment anytime?

Yes, most SIP investments in mutual funds are open-ended, meaning you can redeem your units anytime. However, there might be exit loads if you withdraw within a specified period (usually 1 year).

Is SIP better than fixed deposits?

SIPs in equity mutual funds have the potential to generate higher returns than fixed deposits over the long term, but they also come with higher risk. Fixed deposits offer guaranteed returns with capital protection, while SIP returns are market-linked.

What happens if I miss an SIP installment?

Most mutual funds have a grace period for SIP payments. If you miss an installment, your bank may charge a penalty, and the SIP might be canceled if multiple installments are missed. It's best to ensure sufficient balance in your account.