📈Investments

SIP Returns

Project your mutual fund wealth with compound growth

₹10,000
500200000
12%

Gross — expense ratio will be deducted

424
15 yrs
140
No step-up

Increase SIP amount by this % each year. 0 = flat SIP.

025

Fund Details

Asset Class

0.5%

Annual fund management fee — deducted from returns. Check fund factsheet.

03
1%

Charged if redeemed within 1 year. Most equity funds: 1%.

03
Net return (after exp. ratio)11.50%
Invested₹18.00 L
Corpus Value₹47.65 L
After LTCG Tax₹43.96 L
Multiple2.6×

Wealth Growth — 15 Years

Net return 11.50% p.a. after expense ratio of 0.5%

Return Analysis

Total invested

₹18,00,000

Gross corpus

₹47,65,161

Total gains

₹29,65,161

LTCG / Tax on gains

LTCG equity: 12.5% above ₹1.25L exemption

₹3,69,221

Post-tax corpus

₹43,95,940

Money multiple

2.65×

CAGR (approx.)

6.71%

Tips

→ Expense ratio reduces your effective return every year — even 0.5% difference compounded over 20 years is significant. Choose direct plans over regular plans.

→ Even a 10% annual step-up dramatically increases your final corpus. Try it!

→ LTCG on equity MF: 12.5% above ₹1.25L per year. Systematic withdrawal over multiple years can harvest the annual exemption each year.

→ Exit load typically applies only in the first year. Holding longer eliminates this cost.

Ready to start? Begin your SIP today.

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FAQ

SIP Returns — FAQ

Common questions about this calculator

Equity mutual funds have historically delivered 12–15% CAGR over 10+ year periods.

Calculations are approximate and for educational purposes only. Excludes surcharge for income above ₹50L. Consult a Chartered Accountant for personalised tax advice.