Investment

Step-Up SIP Calculator

Model a SIP that grows with your salary — usually gets you to your goal 2–3× faster.

SIP with annual step-up

10% matches typical Indian appraisals

Future value

₹85,97,871

Final SIP: ₹38.0K/mo

Total invested
₹38,12,698
Wealth gained
₹47,85,173

Each year the SIP grows by 10%. Compounded monthly at 12% p.a.

Invested vs returns

  • Invested
  • Returns

Total: ₹85.98 L

Year-by-year growth

Formula

How the math works

FV = Σ (SIPₖ × [((1+r)ⁿᵏ − 1)/r] × (1+r))
SIPₖ
SIP for year k, growing by step-up %
r
Monthly return
nₖ
Remaining months from year k
Method

How it works

  1. 1

    Enter your starting monthly SIP.

  2. 2

    Choose the annual step-up percentage — 5%, 10% or match your appraisal.

  3. 3

    Pick a return assumption and total years.

  4. 4

    CalcPe simulates each month and compounds every step-up cohort.

Worked example

A quick walkthrough

Inputs

₹10,000/month SIP with 10% annual step-up for 15 years at 12% p.a.

Steps

  • Year 1 SIP = 10,000
  • Year 2 SIP = 11,000
  • Year 15 SIP = 35,950
  • Compound each cohort forward

Result

Future value ≈ ₹85.98 L vs ~₹50.46 L with a flat ₹10k SIP.

Why use it

Why CalcPe’s Step-Up SIP Calculator

  • Match your SIP with your income growth without pain.
  • Nearly doubles the corpus vs a flat SIP over 20 years.
  • Beats inflation without you having to increase SIP manually.
  • Perfect for retirement, kids’ education and long-term goals.
FAQ

Frequently asked questions

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