Finance · 6 min read

Step-Up SIP vs Flat SIP

A **flat SIP** invests the same amount monthly. A **step-up SIP** raises contributions annually (e.g. 10% more each year), matching salary growth and fighting lifestyle inflation drag on savings rate.

Step by step

1. Set base contribution

Start with an amount you can sustain in a bad year.

2. Choose step-up %

5–15% annual increases are common—align with expected raises.

3. Compare maturity value

Step-up dramatically increases total invested over long horizons.

Step-up vs flat SIP

Step-up wins on corpus size if you actually increase transfers when due.

  • Flat SIP: Easy to automate; predictable cash flow.
  • Step-up SIP: Higher terminal wealth; requires discipline each January.

Common mistakes

  • Step-up % above raise rate
  • Canceling after first market dip

FAQ

Does every fund offer step-up?

Many broker SIP mandates support annual increase instructions—verify yours.