KyaTax

SIP Calculator Mutual Fund · Step-up

See what your monthly SIP could grow to — maturity value, amount invested and estimated returns.

Estimated maturity value

₹0
Invested
₹0
Est. returns
₹0
Maturity
₹0

Year-by-year growth

YearInvested (cumulative)Value (cumulative)

Estimates only — mutual fund returns are market-linked and not guaranteed.

How SIP returns are calculated

A monthly SIP compounds each instalment using the future value of an annuity: FV = P×(((1+i)n−1)/i)×(1+i), where P is the monthly amount, i the monthly return (annual ÷ 12 ÷ 100) and n the number of instalments. A step-up SIP raises P by a fixed percentage each year. Note that long-term capital gains on equity funds above ₹1.25 lakh a year are taxable — estimate yours with the tax calculator.

FAQs

Is the maturity value guaranteed?

No. The figure is an estimate based on the return rate you enter. Actual mutual fund returns vary with the market.

How does a step-up SIP help?

Increasing your SIP a little each year (as your income grows) can significantly boost the final corpus thanks to compounding.

Are SIP returns taxable?

Yes. Equity fund long-term capital gains above ₹1.25 lakh per year are taxed at 12.5%; debt fund gains are taxed at slab rates. Rules can change — verify before filing.

Capital gains on your funds? File ITR with KyaTax

Capital gains, SIP redemptions and dividends handled — from ₹99.

File ITR →