📈 SIP Calc India

Step-up SIP

A variant of SIP where the monthly investment amount increases by a fixed percentage each year, aligning investment growth with income growth.

Step-up SIP (also called Top-up SIP) is an enhanced version of regular SIP where the monthly investment amount automatically increases by a fixed percentage at the end of each investment year.

**How it works**: If you start a ₹5,000/month SIP with 10% annual step-up:

  • Year 1: ₹5,000/month
  • Year 2: ₹5,500/month
  • Year 3: ₹6,050/month
  • Year 10: ₹11,796/month
  • The wealth multiplication effect

    Regular ₹5,000 SIP for 20 years at 12%:

  • Total invested: ₹12,00,000
  • Maturity: ~₹49,95,740
  • ₹5,000 SIP with 10% step-up for 20 years at 12%:

  • Total invested: ~₹34,36,500
  • Maturity: ~₹1,49,87,000
  • The step-up strategy generates 3× the wealth for 2.9× the investment — a significantly better return per rupee invested.

    **Why step-up works so well**: The additional investment in later years has compounding operating on a larger base, creating an accelerating wealth effect.

    **How to set up**: Most major platforms (Zerodha Coin, Groww, Paytm Money) support automatic step-up during SIP setup. You select the step-up percentage (typically 5%, 10%, or 15%) and it auto-executes annually.

    Choosing the right step-up percentage

  • 5%: Conservative, below inflation
  • 10%: Recommended — matches average salary growth in India
  • 15%: Aggressive — for early career when income growth is high
  • Use our [Step-Up SIP Calculator](/) to model different step-up percentages for your investment amount and goal.

    Use our Free SIP Calculator to see how Step-up SIP applies to your investment scenario.