FinCalc Bharat

RD vs SIP Calculator

Compare the guaranteed safety of a Bank Recurring Deposit against the wealth-creation potential of a Mutual Fund SIP.

5 Yrs
7%
12%

Total Principal Invested

₹3,00,000

Wealth Generation Gap

SIP earns +₹52,768 more

Bank RD

Guaranteed Maturity Value

₹3,59,664

Interest Earned:+₹59,664

Mutual Fund SIP

Expected Maturity Value

₹4,12,432

Wealth Gained:+₹1,12,432

Wealth Projection Over 5 Years

Frequently Asked Questions

What is an RD (Recurring Deposit)?

A Recurring Deposit is a term deposit offered by banks where you deposit a fixed amount every month for a fixed tenure and earn guaranteed interest, usually similar to FD rates.

What is a Mutual Fund SIP?

A Systematic Investment Plan (SIP) is a method of investing a fixed sum regularly into a mutual fund. Unlike RDs, returns are not guaranteed and depend on market performance, but historically equity SIPs offer much higher returns over the long term.

Which one is safer?

An RD is extremely safe as it offers fixed, guaranteed returns backed by the bank and DICGC limits. A SIP (especially in equity funds) is subject to market risks and the value can fluctuate, especially in the short term.

What about tax on Returns?

RD interest is fully taxable as per your income tax slab every year. Equity SIP gains are taxed at 12.5% (LTCG) if held for more than a year and if the gain exceeds ₹1.25 Lakh. This tax efficiency makes SIPs even better for long-term wealth creation.