Frequently Asked Questions
What is a lumpsum investment?
It is a one-time investment of a fixed amount, as opposed to investing smaller amounts every month through a SIP.
How is lumpsum return calculated?
Future value = principal x (1 + annual return)^years, using yearly compounding on your one-time investment.
Is lumpsum riskier than SIP?
Lumpsum is more exposed to market timing, while SIP averages your entry cost over time. Both can work for the right goal.
Can I use it for any mutual fund?
Yes. Enter your expected annual return for any fund to estimate the maturity value of a one-time investment.
Angel One (Trading & Demat Account)