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22 April 2024

How Much SIP Should You Do Based on Your Salary? (India Guide)

The most common question from new investors: "How much SIP is right for me?"

The answer follows one simple rule: invest 20% of your take-home salary.

The 50-30-20 Rule for Indians

Bucket% of Take-homePurpose
Needs50%Rent, EMI, groceries, bills
Wants30%Dining, entertainment, travel
Investments20%SIP, PPF, emergency fund

SIP Amount by Salary Level

₹25,000/month Take-home

  • SIP: ₹5,000/month
  • At 12% CAGR for 15 years: ₹25.2 lakh
  • "I can't afford to invest" is a myth. Even ₹500/month compounds significantly.

₹50,000/month Take-home

  • SIP: ₹10,000/month
  • At 12% CAGR for 15 years: ₹50.4 lakh
  • At 20 years: ₹98.9 lakh — close to ₹1 Cr!

₹1,00,000/month Take-home

  • SIP: ₹20,000/month
  • At 12% CAGR for 20 years: ₹1.97 Cr
  • Split: ₹10K equity large-cap + ₹5K mid-cap + ₹5K ELSS (tax saving)

₹2,00,000/month Take-home

  • SIP: ₹40,000–₹60,000/month
  • At 12% CAGR for 20 years: ₹4–6 Cr
  • Add step-up SIP: increase by 10% each year → corpus can reach ₹8 Cr+

The Power of Starting Early

Start AgeMonthly SIPCorpus at 60Total Invested
25₹5,000₹1.76 Cr₹21L
35₹5,000₹49.9L₹15L
45₹5,000₹11.6L₹9L

Starting at 25 vs 35 gives 3.5x more corpus for the same monthly investment.

Step-Up SIP — The Wealth Multiplier

Every year, increase your SIP by 10%:

  • Year 1: ₹10,000/month
  • Year 5: ₹14,641/month
  • Year 10: ₹23,579/month

A step-up SIP of ₹10,000 at 12% CAGR for 20 years with 10% annual step-up creates a corpus of ₹3.65 Cr vs ₹98.9 lakh flat SIP.

Use our SIP Calculator to model your exact scenario.