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Required SIP Calculator

Working backwards from your goal. Tell us what you want — retirement corpus, child's education, home down payment — and we'll tell you the exact monthly SIP you need to start today.

📚 Understand This Calculator

Required SIP: work backwards from your goal, not your leftovers

Most people invest whatever is left at the end of the month. That's why most people don't reach their goals. Smart investing works the other way: decide your goal first, then calculate exactly what monthly SIP gets you there — and treat it like an EMI you pay yourself first.

This calculator does the reverse SIP math for you. Tell it your goal amount, your timeline, and your expected return — it tells you the exact SIP you need to start today.

🇮🇳 Real-Life Example

Kavya has a 7-year-old daughter. She wants ₹50 lakh ready for her college and wedding expenses 15 years from now. She has zero savings right now. How much SIP?

📌 At 12% expected return: ₹8,750/month

📌 At 10% expected return: ₹11,000/month

📌 At 8% expected return: ₹13,600/month

Now imagine Kavya says "let me think about this for a year." After just 1 year of delay, the required SIP jumps to ₹10,200/month — ₹1,450 more every single month, forever. The cost of waiting 12 months is ₹1,450 × 168 remaining months = ₹2.43 lakh in extra contributions. Plus she misses compounding.

💡 The Key Insight

Higher expected returns mean lower required SIP. But resist the temptation to assume 15–18% returns just to make the number look affordable. Plan at 10–12%. If markets deliver more, you'll have a pleasant surplus. If you over-assume, you'll reach your goal year short of your target.

⚠️ Common Mistake

Not accounting for inflation in the goal amount. If you want "₹1 crore for retirement" in 20 years, remember that ₹1 crore in 20 years will only buy what ₹30–35 lakh buys today (at 6% inflation). Your real goal should be ₹3 crore. Use the Inflation Calculator to find the right inflation-adjusted target before using this calculator.

🎯 Your Financial Goal
🏖️
Retirement
₹1 Cr / 20Y
🎓
Education
₹50L / 15Y
🏠
Home Down
₹25L / 10Y
💍
Marriage
₹30L / 12Y
🚗
Vehicle
₹15L / 5Y
✈️
Dream
₹50L / 10Y
How much do you want to accumulate?
When do you need this money?
Conservative 10% · Moderate 12% · Aggressive 14–15%
Should your goal grow with inflation too?
🎯

Set your goal — we'll do the math

Choose a goal preset or enter custom values. We'll show you the exact monthly SIP needed, with and without inflation adjustment.

SIP Requirements at Different Return Rates

Frequently Asked Questions

What return rate should I assume for my SIP?
For long-term equity mutual funds (10+ years), 10–12% is a reasonable assumption based on Nifty 50's historical CAGR. For 5–7 year goals, use 10% to be conservative. For goals under 3 years, equity mutual funds are not appropriate — use debt funds at 6–7.5%.
Should I target the nominal goal or the inflation-adjusted goal?
Always plan for the inflation-adjusted target if it's a future expense. If your child's education costs ₹50 lakh today but you need the money in 15 years, at 8% education inflation that cost will be ₹1.59 crore. Planning for ₹50 lakh will leave you massively short. Use the inflation-adjusted SIP amount.
Can I start with a lower SIP and increase it over time?
Yes — this is called a Step-up SIP. If you start with a lower SIP amount and increase it by 10% every year, you can reach the same corpus while paying less in the early years. Use our Step-up SIP Calculator to plan this strategy.

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BullWiser's MF Analyser helps you find Direct-plan mutual funds with the right return profile for each of your goals — at lowest possible cost.