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Lumpsum Return Calculator

Project growth of a one‑time investment. Adjust return & duration – see value vs principal and compounded gain.

Inputs

Enter principal, expected annual return & years.

Compounding

Value grows geometrically: P×(1+r)^n.

Return Assumption

Model a conservative % (e.g. 8–12% equities).

Tips
  • Invest early
  • Diversify
  • Rebalance
Maturity Value
₹0

Projected value (tax & fees ignored).

Principal
₹0
Total Gain
₹0

i Lumpsum Investing Guide

Educational only – ignores volatility, sequencing risk, taxation & fees.

Formula

Future Value ≈ P × (1 + r)n. Gain = FV − P.

When Use Lumpsum?

Ideal for bonus / inheritance capital you can deploy long‑term; complements SIPs.

Risks & Caveats
  1. Market timing risk if invested just before drawdown.
  2. Inflation erodes real return.
  3. Behavioural panic may cause premature exit.
Improvement Tips
  1. Stagger entry if volatility high (phased deployment).
  2. Review return assumption every few years.
  3. Blend with SIP for steady rupee‑cost averaging.