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Valsynk Investments Private Limited  ·  ARN 356708  ·  AMFI Registered Mutual Fund Distributor & SIF Distributor
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Calculators

Lump sum calculator

Got a bonus, a maturity amount or some savings sitting idle? See what a one time investment could be worth after a number of years.

Want to see how this fits your own situation?

Talk to us for about 30 minutes. We will carry your numbers across so you do not have to repeat them.

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How this is calculated

The amount is invested once and grows at the yearly return you choose, compounded yearly. Taxes, exit loads and scheme costs are ignored.

What it is not

It does not refer to any scheme. It is not a forecast, a recommendation or a promise of returns. Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.

Questions

Is a lump sum better than a SIP?+
Neither is better in every case. A lump sum puts money to work at once but takes the full effect of the day you invest. A SIP spreads that over time.
Why does the calculator compound yearly?+
A one time investment is usually looked at on a yearly basis. The result differs slightly from monthly compounding.
Does it refer to any scheme?+
No. It is plain arithmetic and not a recommendation.