Retirement Planning SIP Calculator

Build a substantial retirement corpus through systematic investment planning. Calculate SIP amount for financial independence and a comfortable retired life.

Retirement Planning
Wealth Building
Financial Independence
Security Planning
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Year-wise SIP Breakdown

Detailed annual progress of your SIP investment journey

Year
Monthly SIP
Annual Investment
Cumulative Investment
Portfolio Value
Annual Returns
Total Returns
2025
₹8,500
₹1,02,000
₹1,02,000
₹1,08,120
+₹6,120
₹6,120
2026
₹8,500
₹1,02,000
₹2,04,000
₹2,29,214
+₹19,094
₹25,214
2027
₹8,500
₹1,02,000
₹3,06,000
₹3,64,840
+₹33,626
₹58,840
2028
₹8,500
₹1,02,000
₹4,08,000
₹5,16,741
+₹49,901
₹1,08,741
2029
₹8,500
₹1,02,000
₹5,10,000
₹6,86,870
+₹68,129
₹1,76,870
2030
₹8,500
₹1,02,000
₹6,12,000
₹8,77,414
+₹88,544
₹2,65,414
2031
₹8,500
₹1,02,000
₹7,14,000
₹10,90,824
+₹1,11,410
₹3,76,824
2032
₹8,500
₹1,02,000
₹8,16,000
₹13,29,843
+₹1,37,019
₹5,13,843
2033
₹8,500
₹1,02,000
₹9,18,000
₹15,97,544
+₹1,65,701
₹6,79,544
2034
₹8,500
₹1,02,000
₹10,20,000
₹18,97,369
+₹1,97,825
₹8,77,369
Financial Milestones

Track your journey to key financial goals

₹1 Lakh
Year 1
₹5 Lakh
Year 4
₹10 Lakh
Year 7
₹25 Lakh
Year 12
Progress Summary

6 out of 6 milestones achieved in 30 years

Investment Performance

Key metrics of your SIP investment

Expected Annual Return

12%
Compounded annually

Wealth Multiplier

3.3x
Your money grows by this factor

Returns vs Investment

227%
Returns as % of total investment

Retirement Planning Formulas

Formulas to estimate retirement corpus, post-retirement income, and required savings.

Corpus = Current Expenses × 12 × (1 + Inflation Rate)^Years × (1 / Withdrawal Rate)

Example:

Current monthly expenses of ₹50,000, 6% inflation for 20 years, 4% withdrawal rate

50,000 × 12 × (1 + 0.06)^20 × (1 / 0.04)
= ₹6,41,42,700

Variables:

Current Expenses - Current monthly expenses
Inflation Rate - Expected annual inflation rate (as decimal)
Years - Years until retirement
Withdrawal Rate - Safe annual withdrawal rate (e.g., 4%)

SIP = (Corpus - Current Savings) / [((1 + r)^n - 1) / r] × (1 + r)

Example:

To accumulate ₹6,41,42,700 in 20 years with 12% annual return, starting with ₹50,00,000

(6,41,42,700 - 50,00,000) / [((1 + 0.12/12)^(20*12) - 1) / (0.12/12)] × (1 + 0.12/12)
= ₹50,000

Variables:

Corpus - Target retirement corpus
Current Savings - Existing retirement savings
r - Monthly return rate (Annual rate ÷ 12)
n - Total number of months for investment

These formulas provide the mathematical foundation for the calculations. Actual results may vary based on rounding, compounding frequency, and specific lender policies.

Retirement Planning Strategy for Indians

Retirement Corpus Calculation

  • Target: 25-30x annual expenses
  • Healthcare inflation: 10-12% annually
  • Lifestyle inflation: 6-8% annually
  • Start planning from age 25-30

Investment Strategy

  • Age 25-40: 80% equity, 20% debt
  • Age 40-50: 60% equity, 40% debt
  • Age 50-60: 40% equity, 60% debt
  • Post-retirement: Conservative allocation

Retirement Income Sources

SIP Investments (60%)

Primary wealth builder through equity mutual funds

EPF/PPF (25%)

Government schemes with tax benefits

NPS (10%)

National Pension System for additional corpus

Real Estate (5%)

Property investments for diversification

Beat Inflation Impact
Plan for 6% general inflation and 10-12% healthcare inflation. Build wealth that maintains purchasing power over 30+ years.
Financial Independence
Calculate exact corpus needed for 25-30x annual expenses. Achieve complete financial independence through systematic planning.
Stress-free Retirement
Enjoy retirement without financial worries. Maintain your lifestyle and handle healthcare expenses comfortably.
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