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Lumpsum Calculator

See what a one-time investment grows to. Adjust the amount, return and horizon.

1,0005,00,00,000

The one-time amount you invest today

%
1%25%

Equity ~12%, Hybrid ~9%, Debt ~7%

yrs
1 yrs40 yrs

The longer, the more compounding works

Invested

₹5.00 L

₹5,00,000

Wealth gained

₹10.53 L

₹10,52,924

Future value

₹15.53 L

₹15,52,924

Growth over time

Invested vs returns

Invested32%

₹5,00,000

Returns68%

₹10,52,924

How this is calculated

Formula: Maturity = P × (1 + r)n, where P is the amount invested, r the annual return and n the number of years. The full amount compounds from day one.

Returns shown are indicative. Use ~10–12% for diversified equity, 8–9% for hybrid and 6–7% for debt funds.

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks.

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Frequently asked questions

How is lumpsum maturity calculated?

A lumpsum compounds annually: Maturity = P × (1 + r)^n, where P is the amount invested, r the annual return and n the number of years. All of it is invested on day one, so it compounds for the full period.

Is a lumpsum riskier than a SIP?

A lumpsum exposes the entire amount to the market from day one, so its outcome depends more on your entry point. A SIP spreads entry across months (rupee-cost averaging). For a windfall with a long horizon, many investors deploy gradually via an STP to reduce timing risk.

What return should I assume?

Use ~10–12% for diversified equity funds over long horizons, ~8–9% for hybrid and ~6–7% for debt. These are indicative; actual returns vary with the fund and market cycle and are not guaranteed.

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