Configure Step-Up SIP

₹5K
₹500₹1 L
10%
0%50%
12%
1%30%
10 yr
1 yr40 yr

Estimated Maturity Value

₹0

Total Invested

₹0

Est. Returns

₹0

vs Flat SIP

+₹0

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Step-up SIP works best when you increase SIP with each annual salary hike. A 10% annual step-up on a ₹5,000 SIP over 20 years can deliver 2x more than a flat SIP.

How the Step-Up SIP Calculator Works

Like a regular SIP, but your monthly instalment increases by a fixed percentage every year (usually matching your expected salary increment). Later years contribute larger instalments, so total invested amount and final corpus both grow faster than a flat SIP of the same starting amount.

Example Scenarios

Scenario Result
₹10,000/month, 10% annual step-up, 15 years at 12% 30-50% more corpus than a flat ₹10,000 SIP
₹5,000/month, 8% step-up, 20 years at 12% Meaningfully higher corpus at similar starting comfort
₹15,000/month, 10% step-up, 10 years at 12% Faster goal completion vs flat SIP

* Illustrative estimates assuming constant annual returns. Actual results vary with market conditions.

Frequently Asked Questions

Common Mistakes to Avoid

  • Setting a step-up percentage higher than your realistic future income growth, making the SIP unsustainable.
  • Forgetting to actually increase the SIP amount each year if it isn't set up to auto-escalate.
  • Assuming the same 12% return for the entire tenure regardless of market conditions.

Related Calculators

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* Calculations assume constant annual returns. Actual mutual fund returns vary. Past performance is not indicative of future results. FD comparison uses 7% p.a. SIP returns are compounded monthly.

Discussion

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