Lumpsum Calculator

Calculate returns on your one-time investments with detailed growth analysis

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Lumpsum Investment Examples

Retirement Planning

Investment: ₹25,00,000
Period: 20 years
Return: 12% p.a.

Maturity Amount: ₹1,93,28,425

7.7x growth over investment

Education Fund

Investment: ₹10,00,000
Period: 10 years
Return: 10% p.a.

Maturity Amount: ₹25,93,742

2.5x growth over investment

Short-term Goal

Investment: ₹5,00,000
Period: 5 years
Return: 8% p.a.

Maturity Amount: ₹7,34,664

1.4x growth over investment

Lumpsum Investment Formulas

Future Value Formula

A = P(1 + r)ⁿ

Where:
A = Final Amount
P = Principal Amount
r = Annual Return Rate
n = Number of Years

Inflation Adjusted Value

Real Value = A ÷ (1 + i)ⁿ

Where:
A = Final Amount
i = Inflation Rate
n = Number of Years

Absolute Returns

Returns = A - P

Where:
A = Final Amount
P = Principal Amount

Benefits & Features

Our lumpsum calculator delivers essential benefits for one-time investment planning:

Investment Analysis

  • Future value projection
  • Compound growth calculation
  • Investment horizon planning
  • Return estimation
  • Goal achievement analysis

Wealth Planning

  • Portfolio allocation
  • Risk assessment
  • Investment comparison
  • Tax impact analysis
  • Wealth distribution

Strategic Tools

  • Multiple scenario comparison
  • Investment timing analysis
  • Risk-return evaluation
  • Market impact assessment
  • Goal tracking features

Frequently Asked Questions

What is a Lumpsum Investment?

A lumpsum investment offers several benefits:

  • One-time investment opportunity
  • Power of compounding from day one
  • Lower transaction costs
  • Suitable for windfall gains
  • Market timing flexibility
  • Long-term wealth creation

Lumpsum vs SIP: Which is Better?

Consider these factors:

  • Market timing sensitivity
  • Investment amount availability
  • Risk tolerance levels
  • Investment horizon
  • Regular income requirements

How does inflation impact returns?

Inflation affects your investment by:

  • Reducing purchasing power
  • Impacting real returns
  • Affecting long-term goals
  • Requiring higher nominal returns
  • Necessitating investment strategy adjustments