Lumpsum Calculator

Estimate returns on a one-time lumpsum mutual fund investment.

Lumpsum vs SIP

A lumpsum invests your whole amount at once, so it compounds on the full principal from day one — powerful when markets rise, riskier if you invest at a peak. SIPs spread the risk across time.

The formula

Future value = P × (1 + r)ⁿ, where P is your principal, r is the annual return, and n is the number of years. Every extra year compounds on a bigger base.

Frequently asked questions

When is a lumpsum better than a SIP?

When you have a large amount ready and markets are reasonably valued or falling. If you fear investing at a high, staggering it via a STP or SIP reduces timing risk.