SIP / Mutual Fund Return Calculator

Project the future value of a monthly SIP / mutual fund investment.

Monthly investment ($)

Duration (years)

Expected annual return (%)

Annual step-up (%)

Future value

$4,341,925

Total invested

$1,906,349

Wealth gain

$2,435,576

Year-by-year growth

Year	Invested	Value	Gain
1	$60,000	$64,047	$4,047
2	$126,000	$142,621	$16,621
3	$198,600	$238,205	$39,605
4	$278,460	$353,661	$75,201
5	$366,306	$492,285	$125,979
6	$462,937	$657,867	$194,930
7	$569,230	$854,764	$285,533
8	$686,153	$1,087,978	$401,824
9	$814,769	$1,363,250	$548,482
10	$956,245	$1,687,163	$730,918
11	$1,111,870	$2,067,258	$955,388
12	$1,283,057	$2,512,171	$1,229,114
13	$1,471,363	$3,031,783	$1,560,420
14	$1,678,499	$3,637,395	$1,958,896
15	$1,906,349	$4,341,925	$2,435,576

About this tool

Enter your monthly investment, expected annual return, and time horizon. See the invested amount, the gain, and the absolute final value. The single most-asked question on r/IndiaInvestments and a useful tool for any monthly-investment plan.

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