Formula & Calculation Methodology
Uses the compound interest formula: A = P(1 + r/n)^(nt) assuming annual compounding.
Interactive Mutual Fund Lumpsum Calculator
Loading calculation engine directly in your browser...
Calculate the future value and estimated profits of your one-time (lumpsum) mutual fund or stock investments based on expected return rates.
Uses the compound interest formula: A = P(1 + r/n)^(nt) assuming annual compounding.
Lumpsum is better when you have a large amount ready and the market valuation is low. SIP is better for disciplined monthly investing.