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Lumpsum calculator

Lumpsum mutual fund return calculator

Enter the amount and date of a one-time investment to see what it is worth today in your fund, and what the same amount would be worth in an index fund, gold and an FD.

  • No login
  • No PAN
  • Actual NAV data

Example report — illustrative data

Sample Equity Fund

5-year illustrative annualised returns

Demo

Your fund

13.2%

Index fund

15.4%

Difference: −2.2% a year (sample fund minus index fund).

Sample fundIndex fund

Illustrative chart only; not historical fund performance.

How the lumpsum calculation works

Units are bought at the first NAV on or after your investment date and valued at the latest NAV. For holdings of a year or more the return is shown as CAGR; for shorter holdings it is the absolute return.

Questions

What is CAGR?

Compound annual growth rate: the yearly rate at which a single investment would have grown from its starting value to its ending value.

Does it include exit load and tax?

No. Stamp duty, exit load and taxes are not considered.