Investments

Lumpsum Calculator

Calculate the future value of a one-time mutual fund investment. Drag the sliders to see your wealth compound year-by-year.

Inputs

₹1.0 K₹5.00 Cr
%
1%30%
yr
1 yr40 yr
Future value
₹27,36,783
Invested
₹5,00,000
Returns
₹22,36,783

Wealth growth

One-time investment compounding annually

Lumpsum vs SIP

Lumpsum works best when markets are correcting and you have surplus capital. SIP works best when you want rupee-cost averaging through volatility. Both have their place — many investors do both.

Formula

FV = P × (1 + r)^n