Lumpsum & SIP Calculator
SIP + Lumpsum Planner
Calculate Future Corpus, Required SIP or Required Lumpsum.
Inputs
Outputs
Investment Breakdown
Projected Growth
FAQs
What is an SIP + Lumpsum Calculator and how to use it?
The SIP + Lumpsum Planner helps investors estimate the future value of a combination of regular SIP investments and one-time lumpsum investments. It allows investors to compare how different investment approaches contribute towards achieving their financial goals.
Parameters Used in the Calculator
- One-Time Investment: The lumpsum amount invested initially.
- Monthly SIP Amount: The amount invested regularly every month.
- Target Corpus: The future value the investor wants to achieve.
- Expected Return p.a.: The estimated annual return expected from the investments.
- Investment Period: The duration of the investment in years.
- Total Investment: Total amount invested through SIP and lumpsum.
- Estimated Gain: Estimated wealth created over the invested capital.
- Estimated Corpus Accumulated: Projected portfolio value at the end of the tenure.
- Required SIP / Lumpsum: Estimated investment needed to achieve the target corpus.
Should I invest through SIP or lumpsum?
The ideal approach depends on investment horizon and cash flow availability of the investor.
What is the Future Corpus Calculator?
It estimates the future value of your combined SIP and lumpsum investments over a specified period.
What is the Required SIP Calculator?
It calculates the SIP amount required to achieve a target corpus after considering an existing lumpsum investment.
What is the Required Lumpsum Calculator?
It calculates the one-time investment required to achieve a target corpus alongside your planned SIP investments.
What is the Investment Period Calculator?
It estimates the time needed to reach your target corpus using a combination of SIP and lumpsum investments.
What is the Required Return Calculator?
It calculates the annual return required to achieve your target corpus using your planned SIP and lumpsum investments.