Lumpsum Calculator

Switch between Lumpsum and SIP to plan your investments smartly

SIP Lumpsum Calculator

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Smart Tip

Start investing early to maximize your compounding benefits over time.

Lumpsum and SIP Calculator - Plan Your Mutual Fund Investments Smartly

Use our free Lumpsum Calculator and SIP Calculator to estimate potential returns from your mutual fund investments. Compare both investment strategies, understand the power of compounding, and make informed decisions to achieve your financial goals.

What is a Lumpsum Investment?

A lumpsum investment involves investing a significant amount of money in one go, typically in mutual funds. This approach is ideal for investors who have a large corpus available and want to potentially maximize returns through the power of compounding from day one.

What is SIP (Systematic Investment Plan)?

SIP allows you to invest a fixed amount regularly (usually monthly) in mutual funds. It's perfect for salaried individuals and beginners who want to build wealth gradually through disciplined investing while benefiting from rupee cost averaging.

Lumpsum vs SIP: Key Differences

FeatureLumpsumSIP
Investment StyleOne-time, large amountRegular, fixed smaller amounts
Best ForInvestors with large corpusSalaried individuals & beginners
Market Timing RiskHigherLower (rupee cost averaging)
Compounding BenefitImmediate full benefitGradual benefit

Frequently Asked Questions

Q1. Which is better - Lumpsum or SIP?
There's no one-size-fits-all answer. Lumpsum works better when you have a large amount and market timing is favorable. SIP is better for disciplined, regular investing and managing market volatility.
Q2. What is the minimum amount for lumpsum investment?
Most mutual funds allow lumpsum investments starting from ₹1,000 to ₹5,000, but it varies by fund.

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.

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