Lumpsum Calculator

Project how a one-time investment could grow at an assumed annual return, and compare it with investing the same amount through a SIP.

₹1,000₹10,00,00,000
%
1%30%
yr
1 yr40 yr

Estimated Value

₹15,52,924

≈ ₹15.53 Lakh · illustration at 12% p.a.

Amount invested

₹5,00,000

Estimated gains

₹10,52,924

Growth multiple

3.11×

Same amount via SIP (₹4,167/mo)

₹9,68,079

  • Invested
  • Est. Gains

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Growth over time

  • Est. Gains
  • Invested
12345678910₹0₹4 L₹8 L₹12 L₹16 L

Year-by-year value

YearEst. GainsValue
1₹60,000₹5,60,000
2₹1,27,200₹6,27,200
3₹2,02,464₹7,02,464
4₹2,86,760₹7,86,760
5₹3,81,171₹8,81,171
6₹4,86,911₹9,86,911
7₹6,05,341₹11,05,341
8₹7,37,982₹12,37,982
9₹8,86,539₹13,86,539
10₹10,52,924₹15,52,924

Example calculation

Investing ₹5,00,000 once and leaving it for 10 years at an assumed 12% annual return gives an estimated ₹15,52,924 — about 3.11 times the original amount. Spreading the same ₹5,00,000 as a monthly SIP over the same period would illustrate at ₹9,68,079, because later instalments have less time to compound.

What is a lumpsum investment?

A lumpsum investment puts a single amount to work at once, rather than spreading it over time. The whole amount is exposed to market movement from day one, which can help in a rising market and hurt if prices fall soon after investing.

Lumpsum formula

The projected value uses annual compounding:

A = P × (1 + r)t

where P is the amount invested, r is the assumed annual return (as a decimal), and t is the number of years.

Lumpsum vs SIP

With a lumpsum, all your money compounds for the full period. With a SIP, later instalments have less time to grow, so for the same total amount and a steadily rising market a lumpsum ends higher — but a SIP reduces the risk of investing everything at a market peak. Read our SIP vs lumpsum guide for the trade-offs.

Assumptions & Limitations

  • Assumes a constant annual return compounded once a year.
  • Expense ratios, exit loads, and taxes are not modelled.
  • Actual market returns vary year to year; this is an illustration only.

Frequently asked questions

Please note: Returns and values shown are illustrations based on the assumptions you select and are not guaranteed. This tool is for education only and is not investment, tax, or financial advice.

Methodology last reviewed: 1 June 2026