Mutual Fund Lump-sum Calculator

Amount Invested

Profit Earned

Expected Amount

Lump-sum Calculator

Lump-sum Calculator is a tool which is used to make a lump-sum investment. Using this tool you can calculate the amount of gain you will get if you invest a certain amount of money for certain period in a mutual fund. This calculator lets you enter your one time investment amount, total duration of your investment in years, and your expected annual return. Using these three inputs from the user, it generates the amount (maturity amount) and the gain that you can expect in return from your mutual fund investments.

Like traditional FDs, mutual funds house invest in stocks to gain market returns. One has to invest even a small amount of money according to his/her goal of what they want to achieve. It is a passive approach to earn compound money over the years without knowing anything about the market.

Why to invest in Mutual Funds? - Mutual fund companies take the money from the investors and invest their money into the market. Customer does not have to care about the market fluctuations. These investments are generally best suited for long term investments, which helps the customer to earn maximum Compound Interest.

Benefits of Lump-sum investment:

  • Investor does not have to know very much about the market technicality.
  • One can invest according to their own requirements and earnings.
  • Better returns than many other ways of saving money like Fixed Deposits, Recurring Deposits etc.

Why you should invest in Lump-sum rather than opting for any other investment plan - Lum-sum is one of the better option to start investing for someone who want to invest in certain scheme which can give him better return. There are several other factors plays while we talk about why lump-sum is a better option then any other investment. Let’s have a look at them:

  • Less term and condition: With Lump-sum investment the term and condition are not that complex as compare to others. Here you simply select a mutual fund scheme with the fixed amount that you want to invest, for a particular period of time.
  • Suitable for Middle class people: The investment is more popular among all classes of people because you can invest any amount from ₹5000 to any amount you want.
  • Penalty on discontinuing the plan: You can withdraw your investment anytime you want. There are no penalties for discontinuing the plan.

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