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SIP & Lump Sum Wealth Calculator

Calculate expected returns on Systematic Investment Plans (SIP) and Lump Sum investments with compounding growth charts and inflation-adjusted real purchasing power.

Quick Answer & Summary

A SIP Calculator estimates the future maturity value of monthly mutual fund investments based on compounding interest rates and investment durations client-side.

Compounding SIP Formula
M = P x [((1 + i)^n - 1) / i] x (1 + i)

Where P = Monthly Amount, i = Monthly Rate (Annual / 12), n = Total Months.

Investment Parameters
Compounding Engine
Calculate compounding wealth growth for mutual funds, stocks, and SIPs.
5,000
12%
%
10 Years
Wealth Projection SummaryAfter 10 Years
Total Expected Corpus
11,61,695.38
Estimated Wealth Gain: 5,61,695.38
Invested Amount:
6,00,000
Wealth Gained:
5,61,695.38
Year-by-Year Growth Progression
Invested Wealth Gained
Yr 1
0.6L
Yr 2
1.4L
Yr 3
2.2L
Yr 4
3.1L
Yr 5
4.1L
Yr 6
5.3L
Yr 7
6.6L
Yr 8
8.1L
Yr 9
9.7L
Yr 10
11.6L

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Documentation & Guide

How to Use SIP & Lump Sum Wealth Calculator

1

Select Investment Mode

Choose "Monthly SIP" to model periodic monthly contributions or "One-Time Lump Sum" for a single initial investment.

2

Set Investment Amount & Expected Returns

Use the sliders to adjust your investment amount, expected annual return rate (% p.a.), and target time horizon in years.

3

Toggle Inflation Adjustment & Inspect Chart

Optionally enable the inflation adjustment toggle to calculate the real purchasing power of your final corpus in today’s money.

Pro Tips
Use the inflation toggle to see realistic purchasing power of future wealth.
Hover over the year-by-year progression bars to see accumulated principal vs gains.
Switch between SIP and Lump Sum tabs to compare periodic vs one-time investing.

Practical Examples & Conversions

Input
Monthly SIP: ₹10,000 | Expected Return: 12% | Period: 10 Years
Output
Invested: ₹12,00,000 | Wealth Gained: ₹11,23,391 | Total Corpus: ₹23,23,391

Frequently Asked Questions (PAA)

Related Tools & Converters

Authoritative Standards & Citations

Calculations and algorithms on this page are implemented and verified in strict accordance with the following official technical specifications: