A Systematic Investment Plan invests a fixed amount monthly into a mutual fund, smoothing out market timing via rupee/dollar-cost averaging.

Compound Annual Growth Rate — the smoothed annualized return that grows the initial amount to the final value.

Mutual Fund SIP Calculator

Calculate maturity value of a Systematic Investment Plan (SIP) combined with a lump-sum investment in a mutual fund at an expected CAGR.

Project mutual fund maturity from a lump-sum + monthly SIP at an expected CAGR.

Lump-sum investment

Monthly SIP

Expected CAGR

Duration

Maturity amount

$279,769

Total invested

$95,000

Wealth gained

$184,769

Frequently asked questions

Project portfolio value with monthly contributions and dividend reinvestment.

Model ETF returns net of expense ratio and tax drag.

APY, monthly compounding for savings & FD/CD accounts.

Yield-to-maturity, coupon income, total return.