SIP & Lumpsum Calculator
Investment Details
₹
%
Yr
Advanced Options (Step-up, Inflation, Tax)
%
₹
%
%
Assumption: yearly gains above 1,00,000 are taxed.
Invested Amount
₹ 6,00,000
Estimated Returns Post-Tax
₹ 5,61,695
Total Value Real Value
₹ 11,61,695
Wealth Gained
93.62%
XIRR (annualized)
-
Estimated Tax Paid
₹ 0
Nominal: ₹ 0 total, ₹ 0 returns.
Invested
Returns
Year-by-Year Schedule
| Year | SIP/Period | Total Invested | Returns Earned | Corpus Value |
|---|
Growth Chart (Monthly)
Includes milestone markers.
Standard SIP vs Step-up SIP
Yearly corpus comparison.
Standard SIP Final Value
₹ 0
Step-up SIP Final Value
₹ 0
Extra Corpus from Step-up
₹ 0
| Year | Standard SIP Corpus | Step-up SIP Corpus | Difference |
|---|
SIP vs Lumpsum Comparison
Lumpsum is calculated with the same total invested amount as SIP.
SIP Final Value
₹ 0
Lumpsum Final Value
₹ 0
Break-even Point
Not reached
| Year | SIP Corpus | Lumpsum Corpus | Lead |
|---|
Goal Setup (How much to invest?)
₹
Required Monthly Investment
₹ 20,017