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Lumpsum Calculator

Use Bajaj Finserv AMC’s Lumpsum Calculator to instantly estimate the potential future value of investments and enhance long-term financial planning.

Investment Amount

₹ 1000

₹ 10,00,000

Time Period (in year)

1 Year

30 Years

Expected Return (in %)

2%

13%

Invested Amount  
Future Value  

Returns
Returns
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Explore Our Mutual Fund Schemes

Bajaj Finserv Consumption Fund
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Bajaj Finserv Flexi Cap Fund
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Bajaj Finserv Large Cap Fund
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Bajaj Finserv Arbitrage Fund
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Bajaj Finserv Balanced Advantage Fund
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Bajaj Finserv Multi Asset Allocation Fund
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Bajaj Finserv Money Market Fund
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Bajaj Finserv Banking and PSU Fund
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Bajaj Finserv Overnight Fund
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Disclaimer: The calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. This tool is created to explain basic financial / investment related concepts to investors. The tool is created for helping the investor take an informed investment decision and is not an investment process in itself. Mutual Fund does not provide guaranteed returns. Past performance may or may not be sustained in future and the same may not provide a basis for comparison with other investments. Investors are advised to seek professional advice from financial, tax and legal advisor before investing in mutual funds.

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What is a lumpsum investment?

 

There are two main ways to invest in a mutual fund. One is through a Systematic Investment Plan (SIP) and the other is in a lumpsum. A lumpsum investment is a one-time payment into a mutual fund scheme. A sizeable sum of money is typically invested in one go and payments don’t have to be made at regular frequencies as in the case of SIPs.

Lumpsum investments can help investors potentially get the full benefits of the power of compounding when market conditions are favourable. Compounding happens if the returns on an investment, when reinvested, earn further returns. In a lumpsum investment, the entire invested capital gets the opportunity for potential compounded growth from the beginning of the tenure. In the right conditions, this can optimise return potential.

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Disclaimer: The calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. This tool is created to explain basic financial / investment related concepts to investors. The tool is created for helping the investor take an informed investment decision and is not an investment process in itself. Mutual Fund does not provide guaranteed returns. Past performance may or may not be sustained in future and the same may not provide a basis for comparison with other investments. Investors are advised to seek professional advice from financial, tax and legal advisor before investing in mutual funds.

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