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Lumpsum Investment Calculator

Future value, gain and CAGR of a one-time investment — with live sliders and instant results.

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Lumpsum Future Value Calculator

One-time invested × years × rate = future value

Live results — drag any slider to recompute instantly.

📊Your results will appear here
Fill the form and press Calculate — get premium, bonus, maturity & share on WhatsApp instantly.

Power of Compounding on a Lumpsum

Albert Einstein is often (mis)quoted as calling compound interest "the eighth wonder of the world". On a lumpsum, compounding works like this:

Future Value = P × (1 + r/100)^n

₹5,00,000 Lumpsum — Where Does It Grow?

Years@ 8%@ 12%@ 15%
5₹7,34,664₹8,81,182₹10,05,694
10₹10,79,462₹15,52,924₹20,22,786
20₹23,29,779₹48,23,547₹81,83,294
30₹50,31,328₹1,49,79,605₹3,31,20,400

When Lumpsum Beats SIP

  • You receive a windfall (bonus, sale proceeds, inheritance)
  • Markets have corrected sharply — buying cheap NAVs
  • You want exposure to a long-horizon goal immediately
  • You pair it with a small ongoing SIP for discipline
FAQ

Frequently Asked Questions

What is a lumpsum investment?
A lumpsum is a one-time investment of a large amount, as opposed to investing small fixed amounts every month (SIP). Lumpsum works best when you receive a large sum — bonus, FD maturity, property sale, inheritance — and want to put it to work.
Lumpsum or SIP — which is better?
Both have a place. Lumpsum generally outperforms when markets are cheap (invested at a lower NAV), while SIP wins during expensive or volatile markets (rupee-cost averaging). A simple rule: park the long-term core in lumpsum, top up with monthly SIPs.
Where can I invest a lumpsum?
Mutual funds (equity, hybrid, debt), direct stocks, government schemes (PPF, SCSS, RBI Bonds), corporate FDs, NCDs, gold bonds, REITs and InvITs — pick based on horizon and risk tolerance.
Is lumpsum return guaranteed?
No — except in fixed-income products (FD, PPF, bonds), lumpsum returns depend on market performance. Equity and hybrid fund lumpsum returns are projections, not promises.
What return should I assume?
For Indian equity over 10+ years, 10–14% p.a. is a realistic long-term average (post-expense, pre-tax). Debt fund lumpsum: 6–8%. Use the calculator's rate slider to stress-test the math.
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Lumpsum + SIP Is the Smart Combo 💎📈

Use a lumpsum to enter now, and a SIP to keep averaging in.

📈 SIP Calculator