🚀Investments

Step-Up SIP Calculator

Annual SIP top-up — see how much extra wealth you create

₹10,000
+10%/yr

% by which SIP increases each year — matches salary growth

12%
0.5%

Direct plans: ~0.1–0.5%. Regular plans: 1–2%.

20 yrs

SIP grows to by Year 20

₹67,280/month

Starting at ₹10,000/month today

Total invested (step-up)₹68.73 L
Corpus (step-up)₹1.87 Cr
Flat SIP corpus₹92.51 L
Extra from step-up₹94.27 L

Step-Up vs Flat SIP (12% return, 0.5% ER)

Step-Up (+10%/yr)
Flat SIP

Post-Tax Comparison

Step-UpFlat
Total invested₹68.73 L₹24.00 L
Gross corpus₹1.87 Cr₹92.51 L
LTCG tax (equity, est.)₹15.18 L₹8.74 L
Post-tax value₹1.72 Cr₹83.77 L

→ A 10% annual step-up means you only start at ₹10,000/month and adjust with income growth — you never feel the pinch.

→ Net return = gross return − expense ratio. The gap compounds hugely over 20+ years. Direct plan NAV > Regular plan.

→ LTCG of ₹1.25L per year is exempt. Phased withdrawal in multiple years optimises post-tax gains.

Step-up SIP on a direct plan beats everything. Start here.

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FAQ

Step-Up SIP Calculator — FAQ

Common questions about this calculator

A step-up SIP automatically increases your monthly SIP amount by a fixed % every year (e.g., 10%). It aligns with salary hikes and significantly boosts long-term wealth.

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