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Mutual Fund Lumpsum Calculator

Estimate the future value of your one-time mutual fund investment based on expected annual returns.

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How it works

FV = P × (1 + r)^n, where P is principal, r is annual return rate, and n is number of years.

Common Questions

Is lumpsum better than SIP?

Lumpsum can be better when the market is at a low point. However, SIP is generally safer as it averages out the purchase cost over time.

What returns should I expect?

Historically, Indian equity mutual funds have delivered 12-15% CAGR over a 10+ year period, though past performance doesn't guarantee future results.

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Disclaimer: These calculations are estimates based on standard financial formulas. Actual outcomes may vary due to taxes, market conditions, or policy changes. Consult a financial advisor for critical decisions.