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SIP (Systematic Investment Plan)

SIP (Systematic Investment Plan) News

An automatic monthly investment strategy popular in India for building wealth via mutual funds over time.

What is SIP (Systematic Investment Plan)?

A Systematic Investment Plan (SIP) is an automated way to invest a fixed amount in a mutual fund every month, regardless of market conditions. SIPs were popularized in India and are now offered globally. The investor sets a monthly amount, frequency, fund choice, and duration. The amount is auto-debited from the bank account on the chosen date and invested at that day's NAV.

Why it matters for investors

SIPs benefit from rupee-cost averaging โ€” when markets fall, your fixed amount buys more units; when markets rise, you buy fewer. Over long periods, this smooths out volatility and removes timing decisions. SIPs also enforce discipline (auto-debit prevents skipping contributions in fearful markets) and harness compounding (small monthly amounts grow significantly over 15+ years).

Frequently asked questions

What returns can I expect from a SIP?

Long-term Indian equity SIPs have historically delivered 11-13% CAGR; debt SIPs 6-7%. Past performance not indicative. Use our SIP calculator at /tools/sip-calculator to project specific scenarios.

How long should I run a SIP?

Equity SIPs work best over 7+ year horizons to smooth out market cycles. Many financial planners suggest 15-20+ year horizons for retirement-oriented goals. Discontinuing during a bear market locks in losses.

SIP vs. lumpsum investment?

Lumpsum can outperform SIP if markets rise immediately after investment. SIP wins if markets are volatile or fall. SIP is psychologically easier (no timing stress) and matches most people's monthly cash flow.

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