RupeeMath

SIP Calculator ₹5000 Per Month

See exactly how much a ₹5,000 monthly SIP grows over 10, 15, 20, 25, and 30 years. Adjust the return rate to model different market scenarios.

Investment Details

500₹5,0002,00,000
%
1%12.0%30%
yrs
1 yrs10 yrs40 yrs

Maturity Amount

₹11.62 L

93.6% total returns

Total Invested

₹6.00 L

Wealth Gained

₹5.62 L

Monthly SIP

₹5,000

Maturity Amount

₹11.62 L

⚡ Live
Monthly SIP
₹5,000
Total Invested
₹6.00 L
Estimated Returns
₹5.62 L
Maturity Value
₹11.62 L

Growth Over Time

₹5,000 Monthly SIP Returns at 12%

Projected corpus at 12% annual return (historical equity average)

DurationAmount InvestedReturns CreatedTotal Value
5 years₹3L₹1.12L₹4.12L
10 years₹6L₹5.61L₹11.61L
15 years₹9L₹16.23L₹25.23L
20 years₹12L₹37.96L₹49.96L
25 years₹15L₹79.88L₹94.88L
30 years₹18L₹1.58 Cr₹1.76 Cr

Illustrative projections at 12% p.a. Mutual fund returns are not guaranteed. Past performance is not indicative of future results.

₹5,000 SIP at Different Return Rates (20 Years)

How the final corpus changes with return rate — total invested: ₹12 lakh

Annual ReturnTotal ValueReturns Created
8%₹29.45L₹17.45L
10%₹38.28L₹26.28L
12%₹49.96L₹37.96L
14%₹65.24L₹53.24L
15%₹75.79L₹63.79L

20-year projection. Monthly SIP: ₹5,000. Amounts are approximate.

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The Power of Compounding with ₹5000/month

The most remarkable thing about a ₹5,000 SIP is how dramatically the corpus grows in the later years — not the early ones. This is the power of compounding, and it requires time to show its full effect.

In the first 10 years, you invest ₹6 lakh and create ₹5.61 lakh in returns — a respectable 93% gain on your invested amount. But in the next 10 years (years 11–20), you invest another ₹6 lakh, yet the corpus grows from ₹11.6 lakh to ₹49.96 lakh — adding ₹38.4 lakh. Nearly 7× more wealth created from the same ₹5,000/month investment. That acceleration is compounding at work: your returns from year 1–10 themselves start earning returns in years 11–20.

This is why starting early is more important than starting with a large amount. A 25-year-old investing ₹5,000/month for 30 years will retire with dramatically more wealth than a 35-year-old investing ₹15,000/month for 20 years — despite investing less total money.

Best Mutual Funds for ₹5000 SIP in India

For a ₹5,000 monthly SIP, the fund category matters more than the specific fund name. Here is how to choose:

  • Index funds (Nifty 50 / Nifty 500): Lowest cost (expense ratio under 0.2%), market-linked returns of 12–14% historically. Best for beginners and long-term (15+ years) investors.
  • Flexi-cap funds: Fund manager invests across large, mid, and small-cap stocks based on opportunity. Good for 10–15 year horizons with moderate risk tolerance.
  • Large-cap funds: Lower volatility, invest in top 100 companies by market cap. Suitable if you want equity exposure with slightly lower downside risk.
  • ELSS (Tax Saving) funds: Same as equity funds but with 3-year lock-in. Qualifies for ₹1.5 lakh deduction under Section 80C — useful if you need tax saving along with wealth creation.

SIP vs RD vs FD — Best Option for ₹5000/month

SIP (Equity)

₹49.96L

20 yrs · 12% est.

  • · Market-linked returns
  • · Tax-efficient LTCG
  • · Flexible, pause anytime

RD (Bank)

₹30.2L

20 yrs · 7% est.

  • · Guaranteed returns
  • · Fully taxable interest
  • · Fixed tenure

FD (Lump sum)

~₹25L

20 yrs · 7% est.

  • · Guaranteed returns
  • · Fully taxable interest
  • · Requires lump sum

Illustrative projections. SIP returns are not guaranteed. RD/FD returns are approximate.

Frequently Asked Questions