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SIP TOP-UP CALCULATOR

Calculate your returns with increased monthly SIP amount using Top-Up Calculator.

FIND OUT HOW MUCH MORE YOUR WEALTH CAN GROW BY TOPPING UP YOUR SIP

Monthly investment amount
₹500
₹1,00,000
Tenure in years
1 year
30 years
Expected rate of return (%)
1%
30%
Yearly top-up amount
₹500
₹1,00,000
RETURN ON INVESTMENT WITH TOP-UP
Total Value of Investment
₹13,28,613
SIP Amount Invested
₹12,00,000
Estimated Returns
₹1,28,613
If you invest ₹10,000 per month for a period of 5 years with a top-up of ₹5,000 every year, your SIP amount will grow to ₹13,28,613
rupee

All you need to know about SIP top-up calculator


Introduction To Top-Up SIP Calculator

In mutual funds, top-up SIP is a type of facility that allows the investor to increase the SIP instalment amount by a fixed sum at pre-determined intervals. The facility will help you understand your future requirements and accordingly plan to achieve your life goals.


What is Top-Up SIP Calculator?

A systematic investment plan is a facility for investing in mutual funds. A SIP allows the investment amount to be debited from a savings account and credited to a mutual fund account at pre-determined intervals.

As a tool, the top-up SIP mutual fund calculator allows you to estimate the growth of the investment. If you wish to raise your investment every year, you may make use of this calculator to know the results.

Reasons to Opt for Top-Up SIP

Four major reasons to invest using the Top-Up SIP facility include the following:
i. Increases your investment with increasing income
ii. Gives you an opportunity to create more wealth
iii. Helps you achieve your financial goals faster
iv. It is easy and simple to use

How Does Top-Up SIP Calculator Work?

Top-Up calculator is a tool that allows you to calculate the future worth of your SIP investment, if you increase your SIP amount by a certain percentage on a regular basis. When you enter the required data into the calculator, the resulting amount will help you decide if you are on track to achieve your life goals.

Disclaimer
The calculator, based on assumed rate of returns, is meant for illustration purposes only. Please get in touch with a professional advisor for a detailed suggestion. The calculations are not based on any judgments of the future return of the debt and equity markets / sectors or of any individual security and should not be construed as promise on minimum returns and/or safeguard of capital. In the preparation of the calculator, AMC has used information that is publicly available and information developed in-house. Information gathered and material used in this calculator is believed to be from reliable sources. AMC however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, AMC does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator. The examples do not purport to represent the performance of any security or investments. In view of individual nature of tax consequences, each investor is advised to consult his/ her own professional tax advisor before taking any investment decision. The sponsor, the AMC, the Trustee or any of their directors, employees, affiliates or representatives (“entities & their affiliates”) do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such information.
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
WANT TO KNOW MORE?
PGIM India Asset Management Private Limited
(CIN - U74900MH2008FTC187029)
Toll Free Number: 1800 266 7446
Email: care@pgimindia.co.in
This is an Investor Education and Awareness Initiative by PGIM India Mutual Fund.
All the Mutual Fund investors have to go through a one-time KYC (Know Your Customers) process. Investor should deal only with the Registered Mutual Funds (RMF). For more info on KYC, RMF and procedure to lodge/redress any complaints, visit https://www.pgimindiamf.com/ieid.
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. Read more
The information contained herein is provided by PGIM India Asset Management Private Limited (the AMC) on the basis of publicly available information, internally developed data and other third-party sources believed to be reliable. However, the AMC cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed. The information contained herein is current as of the date of issuance* (or such earlier date as referenced herein) and is subject to change without notice. The AMC has no obligation to update any or all of such information; nor does the AMC make any express or implied warranties or representations as to its completeness or accuracy. There can be no assurance that any forecast made herein will be actually realized. These materials do not take into account individual investor's objectives, needs or circumstances or the suitability of any securities, financial instruments or investment strategies described herein for particular investor. Hence, each investor is advised to consult his or her own professional investment / tax advisor / consultant for advice in this regard. The information contained herein is provided on the basis of and subject to the explanations, caveats and warnings set out elsewhere herein. The views of the Fund Manager should not be construed as an advice and investors must make their own investment decisions regarding investment/ disinvestment in securities market and/or suitability of the fund based on their specific investment objectives and financial positions and using such independent advisors as they believe necessary.
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