JJivantax

Lumpsum Calculator

Find out what your one-time investment grows to over time with compounding.

Investment details

₹5,00,000
12.0%
10 yrs
Invested
₹5,00,000
Returns
₹10,52,924
Future Value
₹15,52,924

Year-by-year growth

Y1
₹5,60,000
Y2
₹6,27,200
Y3
₹7,02,464
Y4
₹7,86,760
Y5
₹8,81,171
Y6
₹9,86,911
Y7
₹11,05,341
Y8
₹12,37,982
Y9
₹13,86,539
Y10
₹15,52,924

Frequently asked questions

What is a lumpsum investment?

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A lumpsum is a one-time investment in a mutual fund, stock, FD or other instrument. Unlike SIPs spread over months, a lumpsum puts the entire amount to work on day one and compounds from there.

How does this calculator work?

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It uses the compound interest formula FV = P × (1 + r)^n where P is principal, r is expected annual return (decimal), n is number of years. Returns compound annually.

Is lumpsum better than SIP?

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When markets are low, lumpsum can outperform SIP because you buy more units upfront. When volatile, SIPs average cost. Many investors use both — lumpsum when there is a windfall, SIPs for regular savings.

What return should I assume?

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Equity MFs: 12% is the long-term Nifty 50 average. Debt funds: 6–8%. FDs: use the prevailing rate. Always keep it as an estimate; actual returns vary.