[ Tool ]

Lumpsum Calculator

Investing a one-time amount? See what it could grow to at your expected rate of return, and how much of the final value is pure compounding.

Reviewed by the OptionX Research Team · Updated July 2026

₹1,00,000
₹1,000₹1 Cr
12.0%
1%30%

Equity has historically averaged ~10–12% over the long term.

10 years
1 yr40 yrs
Future value₹3.11 L
Invested amount₹1,00,000
Est. returns₹2,10,585
Total value₹3,10,585

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Growth over time

Value Invested

Projections assume a constant annual return compounded yearly. Market-linked returns are not guaranteed and can be negative. For information only — not investment advice.

How Lumpsum Returns Are Calculated

A lumpsum is a single investment left to compound. Because the whole amount is invested from day one, it benefits from the full power of compounding over your chosen horizon.

Formula

FV = P × (1 + r)t

where P = amount invested, r = annual rate of return, and t = number of years.

Full compounding

The entire amount compounds from day one, so a lumpsum can outperform a SIP in a steadily rising market.

Timing risk

Investing everything at once exposes you to entry-point risk — an STP into equity can spread that out.

Best for windfalls

Bonuses, maturity proceeds or sale gains suit a lumpsum; regular income suits a SIP instead.

FAQs

Lumpsum Calculator — FAQs