Calculator is a tool that helps you calculate the estimated return on the whole investment period for the mutual fund investment. With paisa calculator, an investor can plan his finances based on the estimated returns at the end of the period.
I WANT TO INVEST (Rs.)
FOR A PERIOD OF (Years)
AT AN EXPECTED RETURN OF
Invested Amount

₹10000

Wealth Gained

₹11589

Expected Amount

₹21589

Use Investment calculator for fund of your choice

Choose from our top performing funds to start investment

Tata Large & Mid Cap Fund - Regular (G)

  • Sectoral / Thematic
  • Very High
  • 3
  • 54.87% 1 Year
  • 19.71% 3 Year
  • 14.70% 5 Year
  • 2635.78 Cr AUM (₹)

UTI-Mastershare (G)

  • Sectoral / Thematic
  • Very High
  • 3
  • 56.49% 1 Year
  • 17.18% 3 Year
  • 15.21% 5 Year
  • 9292.71 Cr AUM (₹)

Frequently Asked Questions

Usually, an investment in Mutual Funds can be done through two ways - SIP and Lumpsum. When a depositor invests a specific amount of money on a particular mutual fund scheme once, that’s referred as lumpsum investment.

A lump sum amount is defined as a single complete sum of money. 

A lumpsum calculator helps you calculate the estimated returns on your investment for the whole investment period. You may calculate your investments’ 1-year, 3-year and 5-year returns using this calculator.

Lumpsum investment returns are calculated with the use of a specific method. Essentially a compound interest formula is used with one of the variables being the number of times the interest is compounded in a year.

Lumpsum Calculator Formula –

Estimated Returns = Present Value (1 + r/100)^n

The types of returns in lumpsum investment includes:

  • Absolute return
  • Total return
  • Annualized return
  • Rolling return
  • Trailing return
  • Point to point return

A lump sum amount is a single complete sum of money while an SIP or Systematic Investment Plan, as the name suggests is a way of making a specific amount of investment regularly at a specific interval. The amount in SIP is usually small.

5paisa Lumpsum Calculator is extremely easy to use. All you need to do is –

  1. Enter the amount you wish to invest a
  2. Punch in the returns
  3. Provide expected returns from the Scheme you choose

And your lumpsum investment returns will be calculated as per the inputs.

Happy Investing!

You must have an operational Demat account with a verified KYC, and you must be willing to invest the minimum amount needed for lumpsum investment.

Mutual funds schemes can demand a minimum lumpsum investment of anything from Rs. 1000 to Rs. 10,000.

There is no limit to the maximum amount a person can invest in a lumpsum mutual fund.
 

You can withdraw a lumpsum amount through a redemption request. Mutual fund schemes have a minimum withdrawal amount limit mentioned in their disclosure document.

According to 5paisa’s extensive research, AXIS Midcap and UTI-Flexi Cap Fund are currently the top-performing lumpsum mutual funds you can invest in.

Absolutely. All mutual fund investments are subject to market risk, and you must read all the scheme-related information carefully before investing. 
 

The formalities required for a lumpsum investment are:
1. A duly completed application form
2. KYC Compliance
3. Proof of identity
4. Proof of address
5. A cheque for the lump sum amount
6. Third-party declaration for minors (if applicable)