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This is to inform you that scheme names have been changed for Nippon India ETFs with effect from 1st July 2022, for more details click on the Addendum. Thank you for your patronage!

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SIP With Annual Increase Calculator

Want to understand how much to increase your investments by but finding the math too complex? Here’s a readily available tool that helps you determine the annual increase you should prefer for your SIP.

How much you can invest through
monthly SIP? (Rs)
How many months will you
continue the SIP?
What rate of return
do you expect?(P.A)
How much annually increase
monthly SIP? (% per annum)
  • Total SIP Amount Invested with out Annual increase

  • Total Growth with out Annual increase

  • Total Future Value
    (Your SIP Investment Amount + Growth) with out Annual increase

  • Total SIP Amount Invested with Annual increase

  • Total Growth with Annual increase

Total Future Value

(Your SIP Investment Amount + Growth) with Annual increase

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SIP with Annual Increase
Amount Invested

Everything demands growth in life- your income, your capabilities, the economy and even your investments. How much you invest is often a factor of how you are professionally placed, what personal life stage you are in and how your monthly expenses fluctuate. But in order to keep up with inflation and to ensure that your goals are met in time, your investments also demand growth.

A Systematic Investment Plan (SIP) is about investing a fixed amount in mutual funds regularly. If you already have a SIP, now may be the time to put your investment in the next gear to reach your financial goals smoothly. When you start a traditional SIP, you cannot increase the periodic instalments during the entire investment tenure. You can solve this issue with a Step-up SIP. It allows investors to increase the SIP amount in their already ongoing SIPs.

You need to calculate an amount that should be increased every year in your SIP. You may find it tough to figure out, especially for a SIP investment for the long term. Our calculator - SIP with Annual Increase makes it easy for you. Let us explain how it works.

SIP with Annual Increase Amount Invested

Like a SIP calculator online, SIP with Annual Increase Calculator is a readily available tool that helps you determine the annual increase you should prefer for your SIP. Following are the input it needs from you:

  • The amount of money you can invest through monthly SIP.
  • The duration (months) for which you will continue the SIP.
  • Expected rate of return from investment.
  • The amount for the annual increase in a monthly SIP.

It will show you the outcome based on your above input as:

  • The total SIP amount invested without an annual increase
  • The total growth without the yearly increase
  • Total Future Value without the yearly increase
  • The total SIP amount invested with the yearly increase
  • The total growth with the yearly increase
  • Total Future Value with the yearly increase

And finally, you will get the summary for SIP with Annual Increase Amount Invested for every year in a tenure that is easy to understand.

Disclaimer: The above results are for illustration purpose only. Please get in touch with a professional advisor for a detailed suggestion. The calculations are not based on any judgments of the future return of the debt and equity markets / sectors or of any individual security and should not be construed as a promise on minimum returns and/or safeguard of capital. While utmost care has been exercised while preparing the calculator, NIMF does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator. The examples do not purport to represent the performance of any security or investments. Given the individual nature of tax consequences, each investor is advised to consult his/her professional tax/financial advisor before making any investment decision.

The information/illustrations provided herein is meant only for general reading purposes and the views being expressed only constitute opinions and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers. The document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. The sponsor, the Investment Manager, the Trustee or any of their directors, employees, affiliates or representatives (“entities & their affiliates”) do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such information. Recipients of this information are advised to rely on their own analysis, interpretations & investigations. Readers are also advised to seek independent professional advice in order to arrive at an informed investment decision. Entities & their affiliates including persons involved in the preparation or issuance of this material shall not be liable in any way for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including on account of lost profits arising from the information contained in this material. Recipient alone shall be fully responsible for any decision taken on the basis of this document.

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

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