Calculators/Investment Growth

Estimate based on your assumptions

Investment Growth

Project recurring investments, SIPs, lumpsums and step-up contributions.

Planning only accumulation-1.0.0
USD
USD
years
%
Optional scheduled deposits

Add one-off amounts at the end of a chosen year (for example a bonus or inheritance). Leave empty if you only use the monthly plan.

Advanced assumptions · timing, fees and inflation

Contribution timing

Fee style

%

Subtracted from expected return before monthly compounding.

%
Estimated future value
$193K

Net return ~7.60% · future money

Amount contributed
$100K
Estimated growth
$93,362
Value in today’s money
$124K

At 3% inflation

Wealth multiple
1.93×

Future value ÷ amount contributed

Balance vs amount invested
Projected balance Amount invested
Balance vs amount investedYear 0Year 15
Recurring contributions are added at month end. Fee style: 0.4% subtracted from expected return. Scheduled deposits land at year-end. Tax and market volatility are not modeled.
Compare SIP vs lumpsum (same total invested)

Equalizes total cash invested ($100,000). Timing of contributions still differs—educational, not a market-timing forecast.

SIP (current)
$193K
Lumpsum of same total
$300K
Lumpsum advantage
$107K
SIP vs lumpsum — same total invested
SIP balance Lumpsum balance
SIP vs lumpsum — same total investedYear 0Year 15
Annual breakdown
YearMonthly SIPContributedBalanceGrowth
0$10,000$10,000$0.00
1$500.00$16,000$16,966$966.24
2$500.00$22,000$24,462$2,462
3$500.00$28,000$32,527$4,527
4$500.00$34,000$41,206$7,206
5$500.00$40,000$50,543$10,543
6$500.00$46,000$60,591$14,591
7$500.00$52,000$71,402$19,402
8$500.00$58,000$83,035$25,035
9$500.00$64,000$95,552$31,552
10$500.00$70,000$109,020$39,020
11$500.00$76,000$123,512$47,512
12$500.00$82,000$139,105$57,105
13$500.00$88,000$155,883$67,883
14$500.00$94,000$173,936$79,936
15$500.00$100,000$193,362$93,362

Read the result clearly

Projection, not prediction.

Finance Sparrow applies the assumptions you enter consistently over the selected period. Real-world returns, inflation, fees and cash flows vary. Use scenarios and sensitivity—not a single headline number—to understand the range of outcomes.