Lumpsum Calculator

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Total value of your investment:

  • Invested Amount
  • Est. Returns

Invested Amount


Estimated Returns


Total Returns

₹ 1,76,234

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What is Lumpsum Calculator

Lumpsum calculator helps the investor to estimate the returns that will be made by a lump sum mutual fund investment. A lump sum calculator helps to calculate the maturity amount for a given lump sum investment made today. It shows the probable wealth gain during the tenure of investment for the amount invested at the beginning of the period.

Just enter the amount you are willing to invest, expected rate of return per annum you think the investment will generate and the time period (in years) you are willing to stay invested.

For example, let’s say that you plan to invest ₹1 lakh for a period of 30 years and expect a return of 12% per annum. The online calculator will calculate the return generated i.e ₹28,95,992 and the maturity amount i.e. ₹29,95,992.

Please note that the expected returns is just an estimation based on the figures entered and does not assure the values calculated. Actual returns might vary depending on the performance of the mutual fund.

This calculator is meant to be used for indicative purposes only. It is designed to assist you in determining the appropriate amount of prospective investments. This calculator alone is not sufficient and shouldn’t be used for the development or implementation of any investment strategy. Upstox does not take the responsibility/liability nor does it undertake the authenticity of the figures calculated therein. Upstox makes no warranty about the accuracy of the calculators/reckoners. The examples do not claim to represent the performance of any security or investments. In view of the individual nature of tax consequences, each investor is advised to consult his/her own professional tax advisor before making any investment decisions on the basis of the results provided through the use of this calculator.