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SIP Calculator Guide: Project Monthly Mutual Fund Growth

Project the future value of systematic monthly investments with a yearly growth chart, invested vs gains, and target planning. Free, private, browser-based.

Published August 28, 20264 min read
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What does the SIP Calculator do?

The SIP Calculator projects the future value of systematic monthly investments in mutual funds. It shows your invested amount, the returns earned, and a yearly growth chart so you can see how the power of compounding builds your corpus over time — and plan a monthly amount to hit a specific target.

Common uses

  • Wealth building — estimate how much a fixed monthly SIP will grow to over 10-30 years at an assumed return
  • Target planning — work backwards from a goal (wedding, education, retirement) to find the monthly investment needed
  • Invested vs gains — see the split between the money you actually put in and the returns it generated
  • Lumpsum vs SIP — compare making a one-time investment with spreading the same money across monthly SIPs

Key features

  • Yearly growth chart — a year-by-year chart shows your corpus growing as contributions and compounding stack up
  • Invested vs gains — a clear split of the final value into the principal you invested and the returns it earned
  • Target planning — enter a goal amount and the tool tells you the monthly SIP needed to reach it at an assumed return

How it works

Enter your monthly investment, a time horizon, and an expected annual return (12% is a common planning assumption for equity mutual funds). The tool compounds each monthly contribution over the period using a standard future-value formula. It then splits the result into the total invested versus the gains, and charts the growth year by year so you can see how compounding accelerates the later years.

Verdict

The SIP Calculator turns a monthly amount into a realistic future corpus, showing invested vs gains on a yearly chart and letting you plan toward a specific target.

Free tools to do it now

Frequently asked questions

What rate of return should I assume?

Many planners use around 12% per year for equity mutual fund SIPs. Use a conservative figure if you prefer a lower projection.

Can I see my invested amount versus the gains?

Yes. The result splits your final corpus into the total you invested and the returns that money earned.

Can I plan for a specific financial target?

Yes. Enter the goal amount and the tool works out the monthly SIP required at your chosen return and horizon.

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