Mutual Fund Planning

SIP Calculator

Calculate the corpus you'll accumulate through regular monthly SIP investments. Perfect for retirement and long-term goal planning.

SIP Calculator

Kache Invest

How it works

Formula Used

FV = P × [((1+r)^n - 1) / r] × (1+r)

P = SIP amount, r = monthly return, n = number of months

Smart Tips

  • Use 10-12% for equity funds, 6-7% for hybrid/debt
  • Consistent SIP beats trying to time the market
  • Start as early as possible for maximum compounding

Best Used For

Plan retirement, child education, house fund through SIP

FAQs

Is SIP better than lumpsum investment?

In rising markets, lumpsum wins. In volatile/falling markets, SIP wins by averaging cost. For most investors, SIP is better because: (1) reduces timing risk, (2) builds discipline, (3) works with salary pattern.

Should I increase SIP every year?

Yes, if possible. Increase by 10-20% annually matching salary growth. This boosts final corpus significantly without much effort. ₹5k → ₹6k in year 2 → ₹7.2k in year 3 compounds wealth beautifully.

What return should I assume for equity vs debt funds?

Equity: 10-12% (historical average, can vary). Debt: 6-7%. Balanced/Hybrid: 8-9%. Gold: 6-8%. Remember these are estimates. Conservative investors use 1-2% lower. Don't expect guaranteed returns.

Can I pause or withdraw my SIP?

Yes, most funds allow pausing for 3-6 months. Withdrawals are possible but trigger capital gains tax. If forced to withdraw before 1 year, you face short-term capital gains tax (30% for equity). Avoid if possible.

Embed Tool

Want to add this SIP Calculator to your own website? It's free and easy!

Embed this Calculator

Copy and paste this code snippet into your website's HTML where you want the calculator to appear.

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  width="100%"
  scrolling="no"
  style="border: none; border-radius: 12px; box-shadow: 0 4px 6px -1px rgb(0 0 0 / 0.1); min-height: 400px;"
></iframe>
<script src="https://invest.kache.space/embed.js" async></script>