Lumpsum Calculator

Investments in Mutual Funds can be broadly classified into two types- lumpsum and SIP. A lumpsum investment is when the depositor invests a significant sum of money on a particular mutual fund scheme. SIP or Systematic Investment Plan, on the other hand, entails the investment of smaller amounts on a monthly basis.

Both these type of mutual fund investment strategies have their fair share of benefits. Lumpsum investments are particularly preferred by a majority of investors, as there are lesser variables involved and returns are generally on the higher side. To find out the estimated returns on your lumpsum mutual fund investment, you may use a mutual fund lumpsum calculator available online.

How can a Lump sum Calculator Help You?

Mutual fund investors can use this calculator to figure out the estimated returns on their investments. Before getting into the benefits of using this calculator, one must know the types of return for a lumpsum investment.

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

It's paramount that an investor understands all these types of returns in details to avail the maximum benefits from their mutual fund investments.

Benefits of Using a Lumpsum Calculator

• This calculator provides you with the estimated returns on your lumpsum investment
• It helps you plan your financial goals better
• You can compare different investment options
• It saves time and eliminates manual calculation errors