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SIP calculator

Put in a monthly amount, a return you expect, and a number of years. See what it turns into before tax, after tax, and after inflation — three very different numbers.

%
yrs

How long you keep investing every month.

%

Used to convert the maturity value into today's purchasing power.

Maturity value (before tax)
₹0
Total invested₹0
Wealth gained₹0
Maturity value₹0
Estimated LTCG tax (equity)₹0
Post-tax maturity value₹0
Same value, today's rupees₹0

Invested vs. value, year by year

Nominal, before tax
Portfolio value Amount invested
Tax assumption: equity mutual funds held over a year qualify for long-term capital gains — taxed at 12.5%, with the first ₹1.25L of gains in a financial year exempt. This calculator applies that exemption once, to the whole gain, as a simplification; a real SIP redeemed as one lump sum has each instalment's gain taxed on its own holding period, and some of your most recent instalments may still count as short-term (taxed at 20%) if you redeem within a year of investing them. Debt funds and non-equity instruments are taxed differently. This is not tax advice — check current rules or a CA before relying on the number.
Inflation assumption: "today's rupees" divides the post-tax maturity value by 6% compounded annually over the full term. It tells you what that future amount would be worth if prices kept rising at this rate — it does not change the maturity value itself.