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WealthJot.ai
💰 Lumpsum Calculator
Project growth of a one-time investment over time

A Lumpsum of ₹5,00,000 for 15 years at 12% grows to ₹27.37 L.

Formula

Future Value = P × (1 + r)^n, where P = amount invested today, r = annual return rate, n = years

Worked example
InputValue
Investment Amount₹5,00,000
Expected Annual Return12%
Investment Period15 yr
Maturity Value₹27,36,783
Total Gains₹22,36,783
Wealth Multiplier5.47×
CAGR12%
Doubles in6.1 yr

How lumpsum compounding works

A lumpsum is compoundingEarning returns on your returns — growth that accelerates over time. in its purest form: one principal, growing on itself. The calculator applies your expected annual return for the full tenure — and the result curve bends upward because each year’s growth is earned on all previous years’ growth too.

FV = P × (1 + r)^n
P = amount invested, r = expected annual return, n = years. The exponent is why time matters more than rate tweaks.
Example₹5 lakh at 12%: ~₹15.5 lakh in 10 years, ~₹48 lakh in 20, ~₹1.5 crore in 30. The rule of 72 gives the shortcut — money doubles every 72 ÷ return years, so at 12% every 6 years. The last doubling adds more than all the previous ones combined; interrupting compoundingEarning returns on your returns — growth that accelerates over time. early is what kills it.
Common mistakeDeploying a large lumpsum into equityA unit of ownership in a company. in one shot right after it lands (a bonus, a sale, an inheritance) and discovering your risk appetiteHow much volatility you can emotionally stomach. in the first correction. If the sum is large relative to your portfolio, a 6-12 month STP from a liquid fundA low-risk debt fund for parking cash short-term. trades a little expected return for entry-point protection — a schedule, not a market callThe right, not the obligation, to buy or sell at a set price..
✓ You learnedLumpsum returns are driven by the exponent — years invested — not by finding the perfect entry. Deploy with a plan (now, or via a fixed STP), then leave the money alone.
FAQs
Lumpsum or SIP — which gives higher returns?

When markets rise over the period (the historical majority of the time), a lumpsum invested immediately beats spreading the same money out — more rupees compound for longer. SIP wins in falling-then-recovering markets and, more importantly, is the natural shape for monthly income. For a windfall, the honest middle path is an STP over 6-12 months.

Where should a lumpsum wait while being deployed?

In a liquid or money-market fund earning ~6-7%, with a systematic transfer plan (STP) moving a fixed slice into equity monthly. Leaving it in a savings account costs ~3-4% a year; leaving it in your trading account “waiting for a dip” usually costs far more.