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About SharmaStox Financial Services Lumpsum Calculator

 
1) What is a Lumpsum Investment?

Lumpsum investment or one-time investment is a style of investment in which you invest once (lumpsum) and allow your invested money to generate compounding returns over a given time frame.

2) What Is Lumpsum Calculator?

With a Lumpsum calculator, you can calculate the maturity value of your investment. In other words, the Lumpsum Calculator tells the future value of your investment made today at a certain rate of interest.

For example: If you invest ₹1 lakh for 60 years at 15% rate of interest, then according to the Lumpsum calculator, the future value of your investments will be a mindboggling ₹43.8 crore after 60 years.

3) How does this Lumpsum Calculator work?

Our Lumpsum calculator is so convenient to use that even a layman can use it. You just need to enter the required inputs such as:

  • The amount you are willing to invest
  • The time period (in years) you are willing to stay invested
  • The expected rate of return per annum
After entering the required variables, the calculator will give you the future value of your investments.

Formula used: Value = Investment × (1 + R)N

4) When should one prefer Lumpsum Investment?

Ideally, any investment (whether lumpsum or SIP) should be done keeping in mind various things like current income, risk profile, age, tax constraints, liquidity needs, time frame, and other unique constraints.

Lumpsum investment is preferred when one has a large amount of surplus funds and more importantly if they think that the market has majorly corrected or won’t fall just after making the investment. Lumpsum investment done over a longer period helps generate a compounding rate of returns.

5) What’s the difference between Lumpsum and SIP?

In Lumpsum investment, one needs to invest only once. Whereas in SIP (Systematic Investment Plan), one invests a fixed amount periodically.

In the Lumpsum investment style, the market condition plays a huge role. If the market makes a major correction after your investment, it might take a few years to reach your original investment amount.

On the other hand, in SIP or systematic investment style, one need not worry about timing the market as investment is made during both ups and downs. Therefore, the return generated is a weighted average return.

6) Where can I park my funds for Lumpsum investment?

For Lumpsum investment, one can choose various instruments like:

  • Mutual Funds
  • Equity Shares
  • Exchange Traded Funds
  • Liquid Funds
  • Bonds
  • Fixed Deposits
But again, you should select these instruments for Lumpsum investment only after considering your risk profile, financial goals, and liquidity needs.