Investment Details
Lumpsum Investment Amount
₹
Minimum: ₹1,000
Investment Duration (Years)
Long-term investments typically perform better
Expected Annual Return (%)
Equity funds: 10-15%, Debt funds: 6-9%
Fund Category
Large Cap Equity (8-12% returns)
Mid Cap Equity (10-15% returns)
Small Cap Equity (12-18% returns)
Flexi Cap Equity (10-14% returns)
Sectoral/Thematic (varies widely)
International Equity (8-14% returns)
Hybrid Funds (8-12% returns)
Debt Funds (6-9% returns)
ELSS (Tax Saving) (10-15% returns)
Index Funds (9-13% returns)
Additional Holding Period (Years)
Continue holding after initial period without new investments
Inflation Rate (%)
For real return calculations
Investment Options
Add SIP top-up (₹5000/month)
Step-up SIP (10% annual increase)
Dividend Reinvestment
Calculate Returns
Compare Lumpsum vs SIP
Investment Returns
Maturity Value
₹0
Total Gains
₹0
Investment Summary:
Initial Investment:
₹0
Investment Period:
10 years
Absolute Return:
0%
CAGR:
0%
Real Return (Post-Inflation):
0%
Inflation-Adjusted Value:
₹0
Tax Implications:
LTCG tax: 10% on gains above ₹1L (Equity), 20% with indexation (Debt)
Investment Growth Analysis
Lumpsum vs SIP Comparison
Lumpsum Investment
Investment:
₹0
Maturity Value:
₹0
Returns:
₹0
SIP Investment
Monthly SIP:
₹0
Maturity Value:
₹0
Returns:
₹0
Better Option:
Popular Fund Suggestions
Year-wise Investment Growth
Year
Investment Value
Annual Gain
Total Gain