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Lumpsum Calculator

Free lumpsum calculator: estimate the future value of a one-time mutual fund investment based on expected annual return and investment period.

Invested Amount
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Estimated Returns
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Total Value
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Assumes a constant annual return for the full period, which real investments never deliver exactly. This is an estimate, not a guarantee or investment advice.

Frequently Asked Questions

How is lumpsum future value calculated?

Using compound interest: FV = P x (1 + r)^n, where P is the initial investment, r is the expected annual return, and n is the number of years. This assumes a constant annual return for the full period, which real markets never actually deliver, so treat the result as an estimate, not a guarantee.

NAV data sourced from AMFI. For information only; not investment advice. Mutual fund investments are subject to market risks.