SIP Calculator with Inflation Adjustment

Calculate your SIP returns and understand the real value of your investment after adjusting for inflation

SIP Calculator with Inflation Adjustment

Investment Parameters

₹500₹1,00,000
1 Year50 Years
10 Years
5%20%
12% per annum
0%10%
6% per annum

Investment Results

Total Invested
₹0
Maturity Amount
₹0
Wealth Gained
₹0
Real Value (Today's Worth)
₹0
Purchasing Power Loss₹0
Due to 6% annual inflation over 10 years

Investment Summary

Monthly Investment:₹5,000
Investment Period:10 years
Expected Return:12% p.a.
Inflation Rate:6% p.a.
Why Adjust for Inflation?

Inflation Erodes Purchasing Power

Inflation reduces the purchasing power of your corpus over time. What costs ₹100 today might cost ₹180 after 10 years at 6% inflation. Your investment returns need to beat inflation to maintain real wealth.

Real Return = Nominal Return - Inflation

If your SIP generates 12% returns but inflation is 6%, your real return is only 6%. This calculator shows what your maturity value will actually be worth in today's terms.

Plan for Real Goals

When planning for retirement, children's education, or other long-term goals, consider inflation-adjusted values to ensure you accumulate enough corpus to meet your actual future needs.

Example Impact

A ₹50 lakh corpus after 20 years might only have the purchasing power of ₹15-20 lakhs in today's terms if inflation averages 6% annually. Always consider the real value of your investments!

Key Takeaways

  • Inflation is the silent wealth killer that reduces your money's buying power
  • Always consider real returns (after inflation) when planning investments
  • Higher inflation means you need higher returns to maintain purchasing power
  • Use inflation-adjusted values for realistic financial goal planning
SIP with Inflation - Mathematical Formulas

SIP Maturity Amount Formula

FV = P × [((1 + r)ⁿ - 1) / r] × (1 + r)

Where:

FV = Future Value (Maturity Amount)

P = Monthly SIP Amount

r = Monthly Rate of Return (Annual Rate ÷ 12 ÷ 100)

n = Total Number of Months (Years × 12)

Example Calculation

Monthly SIP: ₹5,000

Duration: 10 years (120 months)

Expected Return: 12% per annum

Monthly Rate (r): 12 ÷ 12 ÷ 100 = 0.01

Maturity Amount: ₹11,61,695

Inflation Adjustment Formula

Real Value = FV ÷ (1 + i)ᵗ

Where:

Real Value = Inflation-adjusted Future Value

FV = Nominal Future Value (from SIP formula)

i = Annual Inflation Rate (as decimal)

t = Time Period in Years

Inflation Impact Example

Maturity Amount: ₹11,61,695

Inflation Rate: 6% per annum

Time Period: 10 years

Inflation Factor: (1.06)¹⁰ = 1.79

Real Value: ₹6,49,273

Purchasing Power Loss: ₹5,12,422

Total Investment

Monthly SIP × Number of Months

Wealth Gained

Maturity Amount - Total Investment

Real Return Rate

Nominal Return - Inflation Rate

Frequently Asked Questions

💡 Pro Tips for SIP Planning

  • Start your SIP early to benefit from the power of compounding over longer periods
  • Consider step-up SIPs that increase your investment amount annually with your income growth
  • Review and adjust your SIP amount periodically to account for inflation and changing goals
  • Diversify across different asset classes to reduce risk and potentially beat inflation consistently