SIP Calculator with Inflation

See how a monthly contribution could grow under an assumed return, then what that corpus is worth in today’s rupees if you include inflation.

Invested Amount

₹30.00L

Est. Returns

₹28.08L

Total Value

₹58.08L

Real Value (today's ₹)

₹32.43L

Visual Analysis

What compounding is doing
Investment doubles in
6 years
Based on Rule of 72
Returns beat principal
Beyond horizon
Compounding crossover point
Avg monthly profit
₹23,404
Over the investment period
Real value in today's ₹
₹32.43L
56% of nominal at 6.00% inflation

TER drag and skipped SIPs

Main results above stay on the typed return. These two sliders only show what TER and missed debits do to the same formula.

As typed
₹58.08L
After 1% TER
₹54.75L
₹3.34L left with the AMC, not you
0 skipped months
₹58.08L
Shorter annuity, same monthly debit

Fisher real return and a crude LTCG haircut

Main SIP cards stay pre-tax. 12.5% above ₹1.25 lakh is the post-2024 equity LTCG illustration if you redeemed everything in one year — not a filing engine.

Fisher real rate
5.66%
(1+12%)/(1+6%) − 1
Gains above ₹1.25 lakh
₹26.83L
12.5% of that (illustration)
₹3.35L
Surcharge/cess omitted; instalments have their own clocks

Year-by-Year Breakdown

YearAmount InvestedFuture ValueReal Value (Today's ₹)
1₹3,00,000₹3,20,233₹3,02,107
2₹6,00,000₹6,81,080₹6,06,159
3₹9,00,000₹10,87,691₹9,13,246
4₹12,00,000₹15,45,871₹12,24,475
5₹15,00,000₹20,62,159₹15,40,965
6₹18,00,000₹26,43,926₹18,63,863
7₹21,00,000₹32,99,475₹21,94,339
8₹24,00,000₹40,38,164₹25,33,594
9₹27,00,000₹48,70,538₹28,82,864
10₹30,00,000₹58,08,477₹32,43,423

SIP vs Lumpsum Comparison

Same total invested amount, different strategy

What if you could invest the same total amount ₹30.00L in one shot as lumpsum vs spreading it via monthly SIP over 10 years at 12% p.a.?

Monthly SIP · ₹25,000/mo

₹58.08L

invested gradually over 10 years

Lumpsum · ₹30.00L at start

₹93.18L

invested all at once on day one

In this constant-rate illustration, lumpsum finishes ₹35.09L higher because the full amount compounds from day one. Use SIP when the cash arrives monthly.

Inflation-adjusted real value: SIP ₹58.08L is about ₹32.43L in today's rupees; lumpsum ₹93.18L is about ₹52.03L (at 6.00% inflation over 10 years). Inflation discounts both strategies the same way.

Goal Calculator

Target is in today's rupees; SIP is sized after inflation

Today's Goal

₹1.00Cr

Future Cost (6.00%)

₹1.79Cr

Required Monthly SIP

₹77,079/mo

At 12% for 10 Yrs

10 Years

Without inflation, the same today's goal would need ₹43,041/mo. The SIP above funds the inflated future cost using the return and tenure sliders.

What this SIP page actually computes

Monthly contribution, a constant assumed return, and tenure go into the future-value-of-annuity formula with monthly compounding. Inflation, if you leave it on, deflates that corpus into today's rupees. It does not pull live NAVs, subtract expense ratio, or pause the SIP when markets fall.

Default 12% is an illustration. ₹10,000 a month for 20 years at 12% is about ₹99.9 lakh nominal and about ₹31.2 lakh in today's goods at 6% inflation. Run 8% as well. Why 12% is not a forecast and how inflation is applied are the method notes. This page is the worksheet.

Nominal Rs 99.9 lakh versus about Rs 31.2 lakh of today's goods for a Rs 10,000 monthly SIP over 20 years at 12 percent with 6 percent inflation
The statement headline is future rupees. The smaller box is what it still buys. Same SIP formula as this page. Open image

Watch the gap: invested vs 8% vs 12%

InvestedRs 24 L
8%Rs 59.3 L
12%Rs 99.9 L

Motion is the same maths as the worksheet. Reduced-motion browsers skip the grow.

Calculator education

When to use this calculator

Use this page when you want to see how a monthly contribution could grow under a return and inflation rate you choose. It is a planning worksheet for salary-funded investing, not a fund picker.

How to read your result

Invested amount is what you put in (monthly SIP × months). Estimated returns are the gap between that sum and the illustrated total value. Total value is the future-value-of-annuity result at a constant monthly rate. Real value (if inflation is on) is that total deflated into today’s rupees.

At a 12% assumed annual return the illustration can look large. That is the slider, not a market forecast. Run a lower rate on the same tenure before you treat the screenshot as a plan.

Key assumptions and limitations

  • Return and inflation are constant rates you type; they do not follow live NAVs or CPI prints.
  • Contributions are modelled monthly with monthly compounding in the SIP formula used on this site.
  • The SIP never pauses, and expense ratio, exit load, and tax are outside the main result (tax notes on the page are separate illustrations).

Common mistakes

  • Treating the default 12% as a forecast instead of an illustration.
  • Planning from the nominal crore and ignoring the inflation-adjusted line.
  • Comparing this SIP path with a lumpsum you do not actually have today.

Related guides

Related calculators

The SIP result is a mathematical illustration at the rates you entered. It cannot predict market returns or future inflation. Full disclaimer.

Author / methodology

What I check on this SIP illustration

  1. I run 8% as well as 12%. If the plan only works at 12%, it is not a plan.
  2. I look at the inflation-adjusted line, not the crore. ₹10,000 a month for 20 years at 12% is about ₹99.9 lakh nominal and about ₹31.2 lakh of today’s goods at 6%.
  3. I ask whether the debit still fits next year’s rent. The formula never pauses the mandate.

Who you are actually dealing with in a mutual-fund SIP

The AMC is not a bank. The distributor is not the fund. This page models neither of their contracts.

CounterpartyWhat they can doWhat they cannot guarantee
Asset management companyRun the scheme, charge TER, change the fund manager, follow the SIDA 12% screenshot, a floor NAV, or DICGC cover
Registrar / platformDebit the SIP, allot units, show a folioThat the debit will fire in a market halt or a failed mandate
YouPause, skip, or stop without a court caseThat skipping months still matches this annuity formula

Read the SID and TER of the scheme you will actually buy. This worksheet is a constant-rate annuity, not that scheme.

₹10,000 a month for 20 years — same SIP formula

You contribute ₹24 lakh in every bar. Only the constant rate changes. Not market history.

Frequently Asked Questions