Lumpsum Calculator

Calculate your mutual fund lumpsum investment growth and estimated returns

Investment Details

Investment Amount ₹1,00,000

Expected Return (% p.a.) 12%

Investment Period 10 Years

Investment Result

Estimated Maturity Value

₹3,10,585

Based on the expected annual return

Invested Amount ₹1,00,000

Estimated Returns ₹2,10,585

Return Rate 12%

Yearly Investment Growth

Year	Opening Value	Estimated Growth	Closing Value

Lumpsum Calculator Formula

A = P × (1 + r)ⁿ

A = Estimated maturity value

P = Initial investment amount

r = Expected annual return rate

n = Investment period in years

For example, if you invest ₹1,00,000 for 10 years and expect a 12% annual return, the estimated maturity value is calculated using the compound growth formula.

What is a Lumpsum Investment?

A lumpsum investment means investing a large amount of money in a mutual fund or other investment product at one time instead of investing a fixed amount every month.

The Lumpsum Calculator helps you estimate how your initial investment may grow over a selected period based on an assumed annual rate of return.

The actual returns from mutual funds are market-linked and can be higher or lower than the estimated value shown by this calculator.

Disclaimer: This calculator provides an estimated illustration based on the investment amount, expected annual return and investment period entered by the user. Mutual fund returns are market-linked and are not guaranteed. Actual returns may vary.