SolveItByTechCalculators

Lumpsum Calculator

Calculate the expected maturity value of one-time mutual fund investments

5,000 1,00,00,000
%
Years
Calculation Result
Total Maturity Value
₹3,10,585
Loading visualization...
Invested Capital
₹1,00,000
Est. Gains
₹2,10,585

How this calculator works

1

Enter your one-time capital investment.

2

Enter the expected annual compound growth rate.

3

Select the investment horizon in years.

Formula & Mathematics

Lumpsum Future Value Formula
FV = P × (1 + r)ⁿ

Where P is the initial investment amount, r is the expected annual return rate, and n is the investment period in years.

Worked Example

₹2,00,000 invested for 10 years at 12%

Lump sum deposit in an index fund for 10 years.

FV = 2,00,000 × (1 + 0.12)¹⁰ = ₹6,21,169
Total wealth gained = ₹4,21,169
Your ₹2 Lakhs investment triples to ₹6.21 Lakhs.

Frequently Asked Questions

SIP is ideal when investing monthly income to mitigate market volatility, whereas Lumpsum is best when you have excess idle cash and a long time horizon.

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