Lumpsum Calculator
Total Investment
Expected return rate (p.a)
%
Time Period (Years)
Invested Amount
0
Est. Returns
Total Value
What is a Mutual Fund Lump Sum Investment Returns Calculator?
A mutual fund lump sum investment calculator is a financial calculator that is used to calculate future returns on lump sum investments. It is a helpful tool for those who wish to understand the overall returns they would generate in the future (keeping in mind several factors).
A lump sum calculator could also help you understand how much money you would receive from different investments made at different stages. This enables you to make an informed decision about whether or not your portfolio needs some tweaking and gives you the confidence to allocate capital in the way that works best for you. Use the Navi Lump Sum Mutual Fund Calculator to check your returns on your lump sum mutual fund investments in a quick and hassle-free manner.
How to Calculate Mutual Fund Lump Sum Investment Returns?
As an investor, you should know the importance of calculating the future value of your investments, especially when dealing with lump sum amounts. Lump sum calculators could be used by both individual investors and financial advisors to quickly calculate the total value of lump sum investments.
Here’s how you can calculate your return on your lumpsum investment
Select the investment amount
Choose the amount with the help of the slide bar
Select the investment period
Next, use the slide bar to choose the year
Select the return rate
Now, move the slide bar to select the return rate
What is the Formula for Mutual Fund Lump Sum Investment Returns?
The formula employed for the calculation of lump sum investment returns is as follows:
FV = PV(1+r/n)^nt
Where,
FV = Future Value
PV = Present Value
r = Rate of interest
n = Number of compound interests in a year
t = Tenure
For example, if you invest ₹10 lakh in a mutual fund scheme which gives an average return of 10% per year, and compounds every 6 months for the next 3 years, the calculation will be:
10,00,000 (1 + 10/2) ^2 x 3 = ₹13,31,000
Advantages of Using Navi Mutual Fund Lump Sum Investment Returns Calculator
User-friendly design
Intuitive and user-friendly design facilitates easy navigation
Saves time
It hardly takes a few seconds to calculate your returns
Helps you plan better
Find out your absolute returns and assess suitability of investment easily
Frequently asked questions
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