💰 Lumpsum Investment Estimator
Use this Lumpsum calculator to evaluate how a one-time investment grows over time using CAGR. Ideal for investors with bonus, savings, or surplus funds.
📊 Lumpsum Calculator
🎯 Why Consider Lumpsum?
- ✅ Ideal for investors with a large one-time corpus
- ✅ Potentially higher returns if invested during market dips
- ✅ Perfect for long-term capital appreciation
- ✅ Less administrative hassle — one-time execution
- ✅ Easily processed via BSE StAR MF integration
❓ Frequently Asked Questions – Lumpsum
What is a Lumpsum Investment?
A Lumpsum investment is a one-time contribution to a mutual fund scheme.
When is Lumpsum preferred over SIP?
Lumpsum is preferred when you have a large amount ready and market conditions seem favorable.
Are returns guaranteed in Lumpsum?
No. Mutual fund investments are subject to market risk. Read scheme documents carefully.
How is tax calculated on Lumpsum?
Tax depends on fund type and duration. Equity funds have different rules compared to debt funds.
Can I redeem Lumpsum anytime?
Yes, unless it’s a closed-end or ELSS fund with lock-in. Exit load may apply.