Smart Wealth Building Strategy

Step-Up SIP Calculator

Accelerate your wealth creation by increasing your SIP investments annually

See how stepping up your SIP investment by a fixed percentage each year can significantly boost your returns and help you reach your financial goals faster.

Calculate Step-Up SIP

Your investment will increase by this % every year

Pro Tip: Step-Up SIP is ideal for salaried professionals expecting regular income growth. By increasing your investment along with your income, you maintain financial discipline while accelerating wealth creation.

Understanding Step-Up SIP

What is Step-Up SIP?

A Step-Up SIP is an advanced version of regular SIP where your investment amount increases periodically (typically annually) by a predetermined percentage.

  • Aligns with income growth
  • Accelerates wealth creation
  • Combats lifestyle inflation

Why Choose Step-Up SIP?

  • Higher Returns: Significantly outperforms regular SIP
  • Inflation Beating: Keeps pace with rising costs
  • Goal Achievement: Reach targets faster
  • Disciplined Approach: Automatic increments
10-15%

Recommended annual step-up percentage

15+ years

Ideal investment horizon

2-3x

Potential additional wealth vs regular SIP

How Step-Up SIP Works

1

Start with Initial Amount

Begin your SIP with a comfortable monthly investment amount (e.g., ₹5,000)

2

Set Step-Up Percentage

Choose an annual increment rate (typically 10-15% matching salary growth)

3

Automatic Annual Increase

Your monthly investment grows each year (Year 1: ₹5,000 → Year 2: ₹5,500 → Year 3: ₹6,050...)

4

Accelerated Wealth Creation

Benefit from higher investments in later years, compounding significantly over time

Ideal For

Salaried professionals with regular increments
Young investors with long time horizons
Those seeking to beat inflation
Goal-oriented investors (retirement, education)

Important Considerations

  • Ensure the step-up rate is sustainable based on your expected income growth
  • Review and adjust your step-up percentage annually if needed
  • Past performance doesn't guarantee future returns - choose realistic return expectations
  • Continue for the long term to maximize the benefits of compounding