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Comparison

SIP vs RD: Which Monthly Investment Wins?

SIP (12%) vs RD (6.5%) compared side by side — the differences, the numbers, and which to choose.

By Aarav Mehta, CFA, MBA Finance · Updated Jun 2026 · 1 min read

Both a SIP and a recurring deposit (RD) let you invest a fixed amount every month. The difference is where the money goes — an RD into a guaranteed bank deposit, a SIP into market-linked funds. Here is ₹5,000 a month for 10 years.

Scenario: ₹5,000 a month for 10 years — an equity SIP assumed at 12% versus an RD at 6.5%.

Side-by-side comparison

MetricSIP (12%)RD (6.5%)
Maturity value₹11,61,695₹8,46,577

SIP (12%) vs RD (6.5%) at a glance

SIP (12%)RD (6.5%)
Where it investsMarket-linked mutual fundsGuaranteed bank deposit
ReturnsHigher potential, variableLower, fixed
RiskMarket riskVirtually none
Lock-inNone — pause or stop anytimeFixed term; penalty for early exit
TaxationCapital-gains tax on equity gainsInterest taxed at your income slab
Best forLong-term wealth buildingSafe, short-to-medium goals

The verdict

Over 10 years a SIP has historically built more wealth than an RD thanks to higher market returns and compounding — but it carries risk and no guarantee. An RD gives certainty and capital safety. For long-term goals, most investors favour SIPs; for guaranteed savings over a fixed term, an RD fits. Treat the SIP return as an estimate.

Model your own numbers with the SIP Calculator and the RD Calculator.

Calculators in this guide

Frequently asked questions

For long-term goals a SIP usually builds more wealth because equity funds have historically returned more than RD rates — but with market risk. An RD gives guaranteed, safe returns. Choose based on your horizon and risk appetite.

Yes, in the short term a SIP's value can fall because it is market-linked. Over long periods this risk has historically reduced, but unlike an RD, returns are never guaranteed.

Aarav Mehta · CFA, MBA Finance

Aarav reviews every finance formula on CalcHub for accuracy.