Goal SIP Calculator

Calculate exactly how much you need to invest monthly to achieve your financial goals. Our Goal SIP Calculator helps you plan for education, home purchase, retirement, and any other financial target.

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Enter inflation if goal amount needs adjustment
Monthly SIP Required
₹12,244
Total Investment
₹7,34,640
Expected Returns
₹2,65,360
Inflation Adjusted Goal
₹10,00,000
Your goal adjusted for inflation
Current Savings Growth
₹0
Gap to Fill via SIP
₹10,00,000

Goal Progress Over Time

Alternative SIP Plans

Choose based on your affordability

3 Years
₹23,790/month
Total: ₹8,56,440
5 Years
₹12,244/month
Total: ₹7,34,640
Selected
7 Years
₹7,648/month
Total: ₹6,42,432
10 Years
₹4,350/month
Total: ₹5,22,000

Key Features

Calculate required SIP for any goal
Account for inflation on goal amount
Multiple goal planning
Step-up SIP recommendations
Visual goal tracking
Compare different scenarios

How to Use This Calculator

Enter your target amount
Set the time horizon in years
Input expected return rate
Add inflation adjustment if needed
Click "Calculate" to see required SIP

Understanding Goal-Based SIP


The Goal SIP Calculator takes a reverse approach to traditional SIP calculators. Instead of seeing how much a fixed SIP will grow, you start with your target amount and calculate the monthly investment needed to reach it.

Goal-based investing is psychologically powerful because it ties your investments to meaningful objectives. Whether it's your child's education, a dream vacation, buying a home, or retirement, having specific goals keeps you motivated and disciplined.

The calculation considers your target amount, time horizon, and expected returns. If you need ₹50 lakhs in 15 years and expect 12% returns, the calculator tells you exactly how much to invest monthly to reach that goal.

Inflation adjustment is crucial for long-term goals. If your child's education costs ₹20 lakhs today, at 6% inflation it will cost ₹48 lakhs in 15 years. Our calculator can automatically adjust your goal amount for inflation.

For larger goals, consider step-up SIP where you increase your investment annually. Starting with a smaller amount that grows with your income makes large goals achievable without straining your current budget.

Frequently Asked Questions

How is Goal SIP different from regular SIP calculator?
Regular SIP calculator shows future value of a fixed investment. Goal SIP calculator does the reverse - it tells you how much to invest to reach a specific target.
Should I adjust my goal for inflation?
Yes, especially for goals more than 5 years away. At 6% inflation, costs double every 12 years. Adjust your target amount to reflect future prices.
What if I cannot afford the calculated SIP?
Consider extending your time horizon, reducing your goal amount, or using step-up SIP starting with what you can afford and increasing annually.
Can I plan for multiple goals?
Yes, create separate SIPs for different goals. This helps track progress and ensures you don't underfund important objectives for less critical ones.
What returns should I expect?
Equity funds historically return 12-15% over long periods. For shorter horizons, use conservative estimates like 8-10%. Higher returns involve higher risk.