Increasing Contribution Calculator

Calculate how increasing your investments annually accelerates wealth building. Our calculator shows the power of step-up or increasing contribution strategies.

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Increase your SIP every year by this percentage
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Total Wealth (Step-Up SIP)
₹52.3 L
Total Investment
₹38.1 L
Wealth Gained
₹14.2 L

Without Step-Up (Regular SIP)

Final Value
₹33.3 L
Extra Wealth with Step-Up
+₹19.0 L

Step-Up SIP vs Regular SIP Growth

Your SIP Amount Over Years

See how your monthly investment increases with step-up

Why Step-Up SIP Works

📈
Matches Income Growth
As your salary increases, your investments grow proportionally
🎯
Beats Inflation
Annual increases help maintain real value of investments
💪
Disciplined Growth
Small annual increases feel manageable but compound significantly
🚀
57% More
Extra wealth compared to regular SIP

Year-by-Year Breakdown

Year Monthly SIP Annual Investment Step-Up Balance Regular SIP Balance Difference

Key Features

Annual step-up calculation
Percentage or fixed increase options
Comparison with flat contributions
Year-by-year breakdown
Visual growth comparison
Multiple step-up scenarios

How to Use This Calculator

Enter starting investment amount
Set annual increase (% or fixed)
Input expected return rate
Choose investment duration
Click "Calculate" to see results

Understanding Step-Up SIP


An increasing contribution strategy involves systematically raising your investment amount over time, typically annually. This approach aligns with career progression and helps achieve larger financial goals without straining your current budget.

The concept is simple: start with what you can afford today and increase by a fixed percentage each year. A 10% annual increase on a ₹10,000 monthly SIP means investing ₹11,000 next year, ₹12,100 the year after, and so on.

This strategy is particularly powerful because of compound interest. Later contributions, though larger, have less time to compound. But the combination of increasing contributions and compounding creates substantial wealth over time.

Research shows that investors who use step-up strategies accumulate significantly more wealth than those with flat contributions, even when starting with similar amounts. The difference becomes dramatic over 15-20 year periods.

Our calculator helps you visualize this difference and determine the optimal step-up rate. Too high an increase may become unaffordable; too low may not maximize your potential. Find the sweet spot that works for your situation.

Frequently Asked Questions

What is an increasing contribution strategy?
It's a systematic approach where you increase your investment amount annually by a fixed percentage or amount, typically aligned with expected income growth.
What step-up percentage should I use?
Common choices are 10-15%, which align with typical salary increments. Choose a rate you can sustain over the entire investment period.
How much more will I accumulate?
With a 10% annual step-up, you can accumulate 50-70% more than flat contributions over a 20-year period, depending on return rates.
Can I adjust the step-up later?
Yes, review annually and adjust based on your actual income growth and financial situation. The key is consistency, not rigidity.
Is this better than investing more from the start?
If you can afford more from the start, that's mathematically better due to more time for compounding. But step-up makes larger goals achievable for those with growing incomes.