Lumpsum Investment Calculator

Project a one-time investment on a fund or basket using historical NAV from an invest date, or with an expected return rate and tenure.

Calculate for

Fund Basket By returns

Fund

Basket

Expected returns (% p.a.)

Assumed annual return used to project lumpsum value

Lumpsum amount (₹)

Investment period

Years Months

Tenure used to project value at the expected return

Invest date

Select a fund or basket to load NAV range

Fetching NAV history and computing lumpsum returns...

No calculation yet

Pick a fund, basket, or expected return, set lumpsum amount and period, then calculate.

Total invested ₹0

Value as on date ₹0

Absolute gain ₹0

Annualized return -

Investment period -

Absolute return 0%

Lumpsum amount ₹0

Some NAVs were estimated using 3Y (or since-inception) CAGR for funds that launched after the invest date.

Fund	Invested	Value	Gain