Investment

SIP

Systematic Investment Plan — fixed monthly investments into a mutual fund that build wealth via rupee-cost averaging and compounding.

Definition

A Systematic Investment Plan (SIP) is a way to invest in mutual funds where you contribute a fixed amount at fixed intervals — typically ₹500 to ₹50,000 monthly. The fixed contribution buys more units when prices are low and fewer when prices are high, averaging your purchase price (rupee-cost averaging).

The compounding effect over 10-20 years is dramatic: ₹10,000/month at 12% expected return grows to ~₹50 lakh in 15 years and ~₹1 crore in 20 years. SIPs remove the burden of market timing and enforce monthly savings discipline — the behavioural benefit that beats the math.

Formula

FV = P × ((1 + r)ⁿ − 1) / r × (1 + r)

Example

₹10,000 monthly at 12% for 15 years (180 months) → FV ≈ ₹50.5 lakh on ₹18 lakh invested. Wealth multiplier ≈ 2.8×.

Calculators that use this

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