Lumpsum SIP Calculator: Tool For Best Investment Plan in UAE

What is a Lump Sum SIP Calculator?

Also known as a mutual fund lumpsum calculator, this tool helps you calculate an estimated value of your mutual fund investment — whether in a lump sum or via SIP. 

It shows you the expected amount and the wealth gain in your investment tenure. For this, the tool considers a few factors that we will cover in the upcoming sections. 

Note: Unlike standalone SIP and lumpsum calculators, this tool gives you the option to find the returns through both investment modes.

How Does a Lump Sum SIP Calculator Work?

With an SIP and lumpsum investment calculator, you simply need to provide a few details to get the results. 

In terms of formula, this will depend on the mode of investment — 

For Lumpsum Investment

M = I * {(1 + r/100)^ n} 

• M — Amount on maturity
• I — Invested amount
• r — Rate of return that you expect 
• n — = Number of Years 

For SIP Investments 

K = S × ({[1 + r]^n – 1} / r) × (1 + r).

• K — Maturity amount 
• S — Periodic investment amount 
• r — Estimated rate
• n  — Number of tenures (in months)

How to Use the Lump Sum SIP Calculator?

You can easily use the SIP lumpsum calculator on our site — simply scroll down a bit!

After accessing this tool, you can simply enter the following details —

• Investment amount (monthly or lump sum)
• Expected rate of growth 
• Time of investment 

With these details, the calculator will show you the following results —

• Total amount that you’ve invested over time
• Returns or gains (as per the specified rate)
• Overall value of your investment

Why Use the SIP Lumpsum Calculator?

When you use the lump sum SIP calculator on our platform, you can enjoy the following benefits — 

• Accurate results regarding your investment value
• Option to toggle between SIP and lump sum
• Easily compare the expected returns of various plans and choose the best one for yourself 
• No need to spend much time or effort in getting the results 

Frequently Asked Questions: