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Step-up SIP Calculator

Realistic long-term SIP — grows every year with your salary. Compares against a flat SIP so you see the step-up advantage.

Inputs
₹10,000

How much you raise your SIP each year — often tied to salary hike

For the 'in today's ₹' preview only

Final value
₹1.99 Cr
~₹51.40 L in today's ₹ · 20 yrs, +10%/yr step-up
Total invested₹68.73 L
Wealth gained₹1.30 Cr
Advantage over flat SIP₹98.97 L
(flat SIP would give)₹99.91 L
Value in today's ₹₹51.40 L
If withdrawn as a single lump
LTCG tax (12.5% above ₹1.25L exempt)−₹16.11 L
Post-tax value₹1.83 Cr

For lower tax total, redeem via SWP over multiple years — you get the ₹1.25L exemption every year.

Partner · Investing

Set up a step-up SIP that increases automatically each year.

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Want the full picture?

The main NetCorpus India planner rolls this into a 50-year retirement plan alongside your loans, EPF, taxes, trips, and life goals.

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Simple estimate for step sip. Rates & taxes will vary — verify before acting.

A step-up (or 'top-up') SIP increases your monthly investment by a fixed percentage every year — typically matched to an expected salary hike — instead of staying flat for the whole tenure.

How it's calculated

The monthly instalment for year N is the year-1 instalment compounded by your step-up percentage, N−1 times. Each year's higher instalment then compounds at your expected return for its remaining time in the market. Because later, larger instalments have less time to compound, a step-up SIP front-loads more of its final value from the early years than intuition suggests — but it still comfortably out-grows a flat SIP of the same starting amount because the total invested is much higher.

Worked example

Starting at ₹10,000/month, stepping up 10% every year, at 12% return over 20 years, invests substantially more than a flat ₹10,000 SIP over the same period and produces a proportionally larger corpus — because your invested amount is tracking your rising income instead of staying fixed in nominal terms while inflation erodes it.

Frequently asked
How much should I step up my SIP by each year?

Matching your expected annual salary hike (commonly 8–12% for salaried professionals in India) is a reasonable default — it keeps your savings rate roughly constant as a share of income rather than shrinking every year as your salary grows and the SIP doesn't.

Is a step-up SIP better than just starting with a higher flat SIP?

If you can genuinely afford the higher flat amount today, that usually wins on total corpus since the money compounds longer. Step-up SIPs exist for the realistic case where you can't afford the bigger number yet but will be able to as your salary grows.

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