Calculator

Step-up SIP Calculator

See the effect of increasing your SIP by a fixed percentage every year.

Estimated result

Illustration only. It uses the return you enter, assumes it stays constant, and ignores tax, exit load and expense changes. Mutual fund returns are not guaranteed.

How this calculator works

The step-up calculator raises the monthly amount by your chosen percentage at the start of each year and compounds every instalment monthly at the annual rate divided by 12, with instalments made at the start of each month.

Change the assumptions to see a range. Choosing a lower return gives a more cautious picture. For a plan fitted to your situation, talk to us.

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