Disclaimer: The calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. This tool is created to explain basic financial / investment related concepts to investors. The tool is created for helping the investor take an informed investment decision and is not an investment process in itself. Mutual Fund does not provide guaranteed returns. Past performance may or may not be sustained in future and the same may not provide a basis for comparison with other investments. Investors are advised to seek professional advice from financial, tax and legal advisor before investing in mutual funds.
About Lumpsum Calculator
There are two main ways to invest in a mutual fund. One is through an SIP and the other is through lumpsum investments. For lumpsum investments, you can invest a bigger sum of money, larger than an SIP, in a mutual fund through a one-time payment. Such payments don’t have to be made at a frequency like SIPs. But before you make such an investment, it is advisable to use a lumpsum investment calculator because it:
- Helps you understand the expected returns on your investment over a period.
- Helps with picking the suitable tenure for the investment if you already know the amount to invest
- Allows you to see the returns over your chosen time period and adjust them to find a more suitable tenure
- Helps chose investment horizons that match your financial goals