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TheFinancePlans
Global tool · works in every currency

Step-Up SIP Calculator

Plan investments that grow as your salary grows, and see both the future value and what it will buy today.

Step-Up SIP Calculator: quick answer

Quick answer: Starting at $1,000/month and raising it 10% every year for 25 years at an 8% annual return, your SIP grows to $2,576,201 on paper. After 3% inflation in a typical global scenario, that's really worth $1,230,408 in today's money, about 52% less than the headline. Stepping up beats a flat SIP because each raise compounds for longer. Adjust the inputs below for your own plan. See methodology →

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Default inflation rate for Other: 3.0% per year, based on long-run global CPI averages data (2026). You can override it in each calculator’s advanced options. See data sources for full citations.

How We Work It Out

A Step-Up SIP adds up your contributions month by month, raising the monthly payment every 12 months:

For each year y:
Py = Py-1 × (1 + stepUp%)

Real-World Examples

10% step-up vs a flat SIP

A $1,000 monthly SIP at 10% return over 20 years grows to $765,654. Stepping it up by 10% each year lifts the final total to $1,595,296.

Frequently Asked Questions (FAQ)