Home Tools About Us ♥ Support Us
📈 SIP Planner

Plan your SIP,
lumpsum & goals

Weekly to quarterly SIPs, step-up contributions, multiple lumpsums, year-wise charts, and a goal-based reverse calculator — all estimated instantly in your browser.

Estimate only. Real markets don't deliver returns evenly every period — actual results will differ from this projection, which assumes a constant return throughout the entire duration.

Quick Presets

SIP Details

Range 0–50%. Default 8%. Long-term equity averages have historically ranged roughly 8–14% before inflation — treat any number you enter as a planning assumption, not a promise.
Increases your contribution by this % every year.

⏳ Cost of Delaying

See how much starting late could cost you, using your current SIP inputs above.

🕘 Local History

Saved only on this device — never uploaded anywhere.

No saved plans yet.

How to use every option

  1. Pick a mode — SIP for recurring investments, Lumpsum for one or more one-time investments, or Goal Planner to reverse-solve the SIP needed to hit a target.
  2. Set the SIP amount and frequency — weekly, biweekly, monthly, every 2 months, or quarterly; all math converts your annual return into the matching periodic rate automatically.
  3. Add a step-up percentage (optional) to increase your contribution automatically every year, matching rising income.
  4. Add lumpsum top-ups — turn on "Add one-time lumpsum investments" inside the SIP panel to layer extra one-time amounts on top of your recurring SIP, each dated by year.
  5. For Lumpsum mode, add each investment's amount and the year it was/will be made — the calculator compounds each independently to the end of your chosen duration.
  6. Use Goal Planner to enter a target corpus, duration, return, and frequency, and get the required periodic investment.
  7. Read the results — total invested, estimated returns, total value, wealth multiplier (total ÷ invested), approximate CAGR, and total installments made.
  8. Toggle inflation adjustment to see your projected corpus in today's purchasing power.
  9. Explore the pie chart — toggle "Year-wise breakup" to split invested and returns into a slice per year, showing how earlier contributions generated more return.
  10. Explore the line chart — three lines (invested, returns, total value) plotted yearly by default, or toggle month-wise for finer detail.
  11. Check the breakdown table — year-wise by default, toggle to month-wise for a full installment-level view.
  12. Compare the cost of delay — enter a delay in years to see the difference in your final corpus if you start later instead of now.
  13. Copy, download, or print your results, and save plans to Local History to revisit later on this device.

Everything in one investment planner

📆
5 SIP Frequencies
Weekly, biweekly, monthly, every 2 months, or quarterly, all mathematically consistent.
📈
Step-Up SIP
Auto-increase your contribution by a fixed % every year.
💰
Multiple Lumpsums
Add several one-time investments, each dated and compounded individually.
🥧
Year-Wise Pie Chart
See exactly how much return each year's contribution generated.
📉
3-Line Growth Chart
Invested, returns, and total value plotted yearly or monthly.
🎯
Goal-Based Planning
Reverse-solve the SIP amount needed to hit a target corpus.
🧮
CAGR & Wealth Multiplier
See your approximate annualized return and total-to-invested ratio.
💹
Inflation Adjustment
Optional real (today's money) value alongside the nominal figure.
Delay-Cost Comparison
See what starting a few years late actually costs you.
📋
Month or Year Breakdown
Toggle any table or chart between yearly and monthly granularity.
Quick Presets
One-click retirement, education, and home-purchase scenarios.
💱
Currency Symbol
Display results in ₹, $, €, or £.
CSV Export
Download the full breakdown as a spreadsheet-ready file.
🖨
Print-Friendly Report
Print a clean summary directly from your browser.
🕘
Local History
Save and revisit past plans, stored only on this device.
🔒
100% Private
Every calculation runs client-side — nothing is ever uploaded.

Frequently Asked Questions

SIP is most commonly associated with mutual funds, but the concept of investing a fixed amount at regular intervals can apply to other investment products too.

No. Returns depend on market performance. This planner uses a constant assumed annual return for estimation only — actual returns will vary and are never distributed evenly over time.

The annual return is converted to a periodic rate using i = (1 + annual return) ^ (1 / periods per year) − 1, so compounding across periods reproduces the stated annual return exactly, instead of simply dividing by the number of periods.

A step-up (or top-up) SIP automatically increases your contribution amount by a fixed percentage every year, helping your investment keep pace with rising income.

Each year's contributions are projected forward to the end of the investment period on their own, showing how much return that specific year's money generated — earlier contributions typically generate more return than later ones.

Yes. Turn on "Add lumpsum investments" in the SIP panel to add one or more one-time amounts at any point during the SIP period, or use the dedicated Lumpsum tab for lumpsum-only planning.

No. Every calculation runs locally in your browser. Local history is stored only in this browser's local storage and is never sent to a server.

Yes, optionally. Turn on inflation adjustment and enter an expected inflation rate to see the estimated real (today's money) value of your future corpus alongside the nominal value.

Related finance tools

Browse Other Categories

Support EaseDev Studios

All tools are free. If they've saved you time, consider supporting us.

Buy Us a Coffee

A quick one-time gesture that means a lot.

Buy a Coffee →
🎗️

Become a Patron

Support us monthly and help build more tools.

Join on Patreon →