SIP & step-up projection

SIP calculator with post-tax & real value

Project your SIP three honest ways — the headline figure, what survives LTCG, and what it's worth in today's rupees — with a full year-by-year breakdown.

SIP projection · step-upLive

Educational tool — not investment advice. Figures are estimates based on your inputs, not predictions. Details

₹25,000
15 years
12%
10%
6%

On a total invested of ₹—:

Nominal
₹—
The headline figure
Post-tax
₹—
After LTCG on gains
Real value
₹—
In today's rupees

LTCG tax deducted: ₹— · Inflation erodes of the headline.

Total valueAmount invested
YearInvestedGainsValue

Turn it into a pension

What monthly income can this corpus generate?

₹— a month, forever — without touching the principal
Preserve principal · forever
₹—
Spends only the real (after-inflation) return at a year. The corpus keeps its purchasing power indefinitely — you could leave it to your family.
Spend it down · 30 years
₹—
A higher a year, rising with inflation, that draws the corpus to zero by the end. More income now, nothing left after.

The honest catch most calculators skip: a withdrawal that lasts forever is far lower than people expect — usually 3–5% a year, not 6–8%. Drawing more means spending your principal. Both figures rise with inflation so your income keeps its value. Model a custom withdrawal →

Questions

Frequently asked

Why is your maturity figure lower than other SIP calculators?

We use the geometric monthly rate, (1+r)^(1/12)-1, not the simpler r/12 that many calculators use. The r/12 shortcut compounds to more than the stated annual return and inflates the result. Our figure is the mathematically correct one for a stated annual rate.

What tax does this apply?

Equity LTCG at 12.5% on gains above Rs 1.25 lakh per financial year, per the 2024-25 regime. Toggle it off to see the pre-tax figure other calculators show.

What does real value mean?

Your post-tax corpus discounted back to today's purchasing power at the inflation rate you set. It answers what your future money is actually worth now.

Are returns guaranteed?

No. Mutual funds are market-linked. This is a mathematical projection on the assumptions you enter, not a prediction or advice.