Goal SIP Calculator

Finance & Investment

Work backwards from a target — what monthly SIP reaches ₹1 crore in the time you have?

Runs entirely in your browser — nothing is uploaded

Most SIP calculators ask what you can invest and tell you where you end up. This runs the other way: name the amount you need and the time you have, and it finds the instalment that gets there. It also shows what a single lump sum today would have to be to reach the same target, which is a useful sanity check — and lets you add an annual step-up, since an instalment that rises with your income is usually easier than a large flat one.

What people do next

Features

  • Solves for the monthly investment, rather than the final value.
  • Handles an annual step-up, and shows what it saves against a flat SIP.
  • Gives the equivalent single lump sum today.
  • Splits the target into what you invest and what returns contribute.

How to use the Goal SIP Calculator

  1. 1Enter the amount you are aiming for.
  2. 2Set how long you have.
  3. 3Set an expected return, then run it again at a lower one.
  4. 4Optionally add an annual step-up to lower the starting instalment.

Frequently asked questions

How much SIP do I need for ₹1 crore?

Over fifteen years at 12%, roughly ₹20,000 a month. Over twenty years the same target needs about ₹10,000, and over ten it needs about ₹43,000 — time does far more work than the amount does. Those figures assume the return holds, which is why running the same goal at 9% or 10% is worth doing before committing.

How does this calculate the instalment?

It searches for it. With a flat SIP the maths inverts cleanly, but an annual step-up changes the instalment every twelfth month and has no clean inverse — so the calculator narrows in on the answer by bisection, which works because the final value always rises with the instalment.

Is a step-up SIP better than a flat one?

For reaching a fixed target it needs a smaller starting instalment, because later years carry more of the load. Whether that is better depends on whether your income actually rises as assumed. Check the final instalment before committing — a 10% annual step-up over twenty years ends at nearly seven times where it began.

What return should I assume?

For equity funds over a long horizon, 10-12% is a common planning assumption, and lower for anything shorter or more conservative. The honest use of this tool is to try a pessimistic rate and see whether the goal still works — a plan that only survives at 14% is telling you something.