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Mutual Fund SIP Calculator Step Up

In a traditional SIP, you invest a fixed amount at regular intervals. A Step-Up SIP allows you to increase this investment amount periodically, often annually, by a certain percentage. For example, if you start with a monthly SIP of ₹5,000 and choose to increase it by 10% each year, in the second year, your monthly investment would be ₹5,500, in the third year ₹6,050, and so on. This strategy leverages the power of compounding and aligns with increasing income levels to help achieve financial goals more efficiently.

  • Investment Tenure
  • Trusted & Experience
  • Expected Rate of Return
  • Annual Step-Up Percentage
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How much you can invest through monthly SIP? (Rs)
500
How many months will you continue the SIP?
1
What rate of return do you expect? (% per annum)
1
How much percentage step up monthly SIP? (% per annum)
1
Rs. 2,16,09,712
Total SIP Amount Invested with out step up
30 Years
Total Growth with out step up
Rs. 2,483
Total Future Value
(Your SIP Investment Amount + Growth) with out step up
Rs. 2,483
Total SIP Amount Invested with step up
Rs. 2,483
Total Growth with step up
Rs. 2,17,10,408
Total Future Value
(Your SIP Investment Amount + Growth) with step up
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FAQ

Frequently Asked Question

What is a mutual fund?
A mutual fund is a pooled investment vehicle that collects money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. It is managed by professional fund managers.
How do mutual funds work?
Investors buy units of a mutual fund, and their money is combined with others. The fund manager uses this pool to invest in various assets. Any gains or losses are distributed proportionally among the investors based on their units.
Are mutual funds safe?
Mutual funds are subject to market risks. However, the risk level varies depending on the type of fund. For example, equity funds are higher-risk, while debt funds are relatively safer.
Can I lose money in mutual funds?
Yes, mutual funds are linked to market performance, so there is a risk of loss. The extent of loss depends on the type of fund and market conditions.
What is the expense ratio?
The expense ratio is the annual fee charged by the mutual fund to manage your investments, expressed as a percentage of the fund's assets.