Lumpsum Investment Calculator

Calculate one-time investment returns, understand tax implications, and compare with SIP strategy. Plan your lumpsum investments effectively for wealth creation.

Investment Details

Min: ₹1,000 | Max: ₹10,00,00,000

1%25%
1 years30 years
0%15%

Calculation Formula

Maturity Amount: P × (1 + r)^n

Inflation Impact Formula

Inflation-Adjusted Value: P × (1 + i)^n

Purchasing Power Loss: Inflation-Adjusted Value - Principal

Real Returns: Net Maturity Amount - Inflation-Adjusted Value

Where: P = Principal Amount, r = Rate of Return, n = Time Period

Note: This calculator shows pre-tax returns. Actual returns may vary based on tax implications and market conditions.

Choose Lumpsum If You

  • Have surplus funds available for immediate investment
  • Want maximum capital efficiency and compounding benefits
  • Have received a windfall, bonus, or inheritance
  • Believe markets are at attractive valuations
  • Have a long investment horizon (5+ years)

Consider SIP Instead If You

  • Don't have large amounts available upfront
  • Want to reduce market timing risk
  • Prefer disciplined monthly investing
  • Are new to investing and want to start small
  • Want to benefit from rupee cost averaging

Frequently Asked Questions

Everything you need to know about lumpsum investments

A lumpsum investment is a one-time investment of a large amount in financial instruments like mutual funds, stocks, or fixed deposits, as opposed to systematic investments over time.