COMPOUNDING CALCULATOR

SIP Return Calculator

Calculate the future value of your monthly Mutual Fund investments and see the true power of compounding.

Investment Details

₹10,000
₹500₹1,00,000
12%
1%30%
10 Years
1 Yr40 Yrs

ESTIMATED TOTAL VALUE

₹23,23,391
Total Invested
₹12,00,000
Wealth Gained
₹11,23,391

How does a SIP Calculator work?

A Systematic Investment Plan (SIP) allows you to invest a fixed amount of money at regular intervals into mutual funds. The true power of a SIP comes from compounding, where your returns start generating their own returns over time.

This free SIP calculator uses the standard compound interest formula to project the future value of your investments in India, assuming a constant rate of return. While mutual funds are subject to market risks, historical data for Indian index funds (like Nifty 50) shows an average long-term return of 12% to 15%.

Frequently Asked Questions (FAQ)

What is a good expected return rate to input?

If you are investing in Indian equity mutual funds or index funds (like the Nifty 50) for a long-term horizon (7+ years), a conservative and realistic expected return rate is typically between 10% to 12% per annum. Small-cap funds may offer higher returns but come with much higher risk.

Are SIP returns taxable in India?

Yes. For equity mutual funds, if you hold the investment for more than 1 year, the gains are classified as Long Term Capital Gains (LTCG). Currently, LTCG over ₹1 Lakh in a financial year is taxed at 10% (plus applicable surcharge and cess) without indexation benefits.

What is the formula used in this SIP calculator?

We use the standard mathematical compounding formula: M = P × ({[1 + i]^n - 1} / i) × (1 + i). Where 'M' is the total maturity amount, 'P' is the monthly investment, 'i' is the monthly interest rate (annual rate / 12 / 100), and 'n' is the total number of months.

Disclaimer: All calculators and tools on KaroTools.in are provided for educational and informational purposes only. While we strive to keep the logic updated with the applicable tax rates where verified (FY 2026-27), the results generated are estimates and do not constitute professional financial, legal, or tax advice. We strongly recommend consulting a certified Chartered Accountant or legal professional before making any business decisions or filing your taxes. KaroTools is not responsible for any financial loss, penalties, or compliance errors resulting from the use of this website.

How does the SIP Calculator work?

The KaroTools SIP Calculator helps you forecast the future value of your mutual fund investments. It uses the compound interest formula to calculate wealth accumulation over time based on your monthly investment, expected return rate, and time horizon. Plan your retirement using our FIRE Calculator.

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

Where P = SIP Amount, r = Monthly Rate of Return, n = Total Months