Finance

Lumpsum Calculator

Project the future value of a one-time (lumpsum) mutual fund investment at any expected return.

1,0001,00,00,000
%
1%30%
yrs
1 yrs40 yrs

Estimated maturity value

₹3,10,585

Invested
₹1,00,000
Est. gains
₹2,10,585

Invested vs gains

  • Invested32.2%
  • Gains67.8%

What is Lumpsum?

A lumpsum investment is a one-time deposit into a mutual fund (or any compounding instrument). Unlike SIP, the full amount compounds from day one, which can be powerful in rising markets — and equally exposed in falling ones.

Formula

Standard compound interest formula:

FV = P × (1 + r)^t

P = principal (one-time investment)
r = expected annual return
t = years

How to use this calculator

Enter the amount you'll invest, an expected annual return (10–14% for long-term equity mutual funds in India) and the holding period. Returns are projected — actual returns vary with markets.

Frequently asked questions

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