SmartMoneyToolsPrecision Financial Planning
Category · 26 tools

Investment & SIP Calculators

SIP, lumpsum, step-up SIP and goal-based mutual fund planners.

Systematic Investment Plans (SIPs) are the cornerstone of Indian retail wealth building — automated, disciplined, and powerful when compounded over decades. This category brings together every SIP variant Indian investors actually use: classic monthly SIPs, step-up SIPs that scale with your salary, goal-based SIPs for milestones like ₹1 Cr or a child's education, and comparison tools for SIP vs RD or NPS. Every calculator here uses Indian mutual fund return assumptions (10-12% long-run equity CAGR) and adjusts for the 6% inflation that erodes nominal returns over long horizons.

SIP Calculator

Best SIP Calculator for mutual fund return projections with inflation adjustment.

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Lumpsum Calculator

Precision lumpsum investment calculator for mutual fund wealth estimation.

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Step Up SIP Calculator

Advanced step-up SIP calculator to boost your long-term wealth creation.

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SIP Calculator for Retirement

Plan your retirement corpus with a dedicated SIP retirement calculator.

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Child Education SIP Calculator

Plan a corpus for your child's higher education using a targeted SIP plan.

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SIP Calculator for NRIs

Project NRI SIP returns in INR with currency and tax considerations.

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₹1000 Monthly SIP Calculator

See how a ₹1,000/month SIP grows over decades in Indian mutual funds.

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₹5000 Monthly SIP Calculator

Find out how a ₹5,000/month SIP can take you toward ₹1 Crore.

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₹10000 Monthly SIP Calculator

Project wealth from a ₹10,000/month SIP across return scenarios.

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SIP for ₹1 Crore Target

Calculate the monthly SIP needed to reach a ₹1 Crore corpus.

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Early Retirement SIP Planner

Plan SIPs to retire early using India-specific return and inflation inputs.

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Inflation-Adjusted SIP Calculator

See real returns from your SIP after Indian inflation.

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Monthly Pension SIP Calculator

Plan a SIP to fund a recurring monthly pension after retirement.

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SIP for Higher Education

Build a corpus for college and post-graduate education in India or abroad.

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PMS vs SIP Calculator

Compare returns from Portfolio Management Services vs mutual fund SIPs.

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Beginner's SIP Calculator

Start small from ₹500 — see how it compounds over time.

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SIP vs RD Calculator

Compare mutual fund SIPs against bank recurring deposits.

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NPS vs SIP Calculator

Decide between NPS and equity SIPs for your retirement plan.

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Vacation Fund SIP

Plan a dedicated SIP for your dream vacation in India or abroad.

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House Downpayment SIP

Save up for a home downpayment using a goal-based SIP.

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Aggressive Wealth SIP

An aggressive SIP planner for long-term wealth creation in equities.

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ELSS Tax Saving SIP

Save tax under 80C while building wealth through ELSS SIPs.

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SIP for Your Future Car

Plan a SIP to fund your next car without an EMI burden.

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Daily vs Monthly SIP

Compare daily SIPs against the classic monthly SIP option.

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20-Year SIP Planner

Plan a 20-year horizon SIP for a comfortable retirement corpus.

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50-Year Intergenerational SIP

See the staggering power of compounding over 50 years.

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Who these tools are for

  • First-time investors starting their journey with ₹500-₹5,000 SIPs
  • Salaried professionals planning long-term goals (retirement, child education, home)
  • Existing investors evaluating step-up, daily vs monthly, or alternative vehicles like PMS and NPS

India-specific things to know

  • Equity SIPs over 1 year qualify for LTCG at 12.5% above ₹1.25L/year (post Budget 2024)
  • Debt-fund SIPs post 1 Apr 2023 are taxed entirely at slab rate
  • ELSS SIPs lock in 3 years per instalment but give 80C deduction (old regime)
  • Step-up SIPs of 10% per year can roughly double your 25-year corpus

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