SIP & Lumpsum Investment Calculator

Financial

Calculate mutual fund investment returns for SIP and lumpsum.

%

Equity MF avg: 12–15% | Debt: 6–8%

yrs

Total Corpus at Maturity

₹23,23,391

Total Invested

₹12,00,000

Estimated Returns

₹11,23,391

Return on Investment

93.6%

Investment vs Returns Breakdown

Invested (52%)

Returns (48%)

About SIP & Lumpsum Returns

SIP vs Lumpsum

SIP (Systematic Investment Plan) means investing a fixed amount every month in a mutual fund. Lumpsum means investing a large amount at once. SIP benefits from rupee-cost averaging — you buy more units when prices are low, fewer when high.

Expected returns by asset class

Equity mutual funds (long-term): 12–14% CAGR historically

Debt mutual funds: 6–8%

PPF: currently 7.1% per annum

Fixed Deposits: 6.5–7.5%

Nifty 50 index funds (15-year avg): ~12–13% CAGR

Power of early investing

₹5,000/month SIP at 12% return for 30 years = ₹1.76 crore

Same SIP for 20 years = only ₹49.96 lakh

The extra 10 years adds ₹1.26 crore — the power of compounding

Starting at 25 vs 35 makes a 3× difference in corpus

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