### ₹10000

### ₹11589

### ₹21589

## Use Investment calculator for fund of your choice

### Choose from our top performing funds to start investment

#### ICICI Pru Value Discovery Fund (G)

- Sectoral / Thematic
- Very High
- 3

- 71.98% 1 Year
- 21.80% 3 Year
- 15.40% 5 Year
- 22745.7 Cr AUM (₹)

#### Tata Large & Mid Cap Fund - Regular (G)

- Sectoral / Thematic
- Very High
- 3

- 55.74% 1 Year
- 23.66% 3 Year
- 15.06% 5 Year
- 2690.12 Cr AUM (₹)

## Frequently Asked Questions

Usually, an investment in Mutual Funds can be done through two ways - SIP and Lumpsum. When a depositor invests a specific amount of money on a particular mutual fund scheme once, that’s referred as lumpsum investment.

A lump sum amount is defined as a single complete sum of money.

A lumpsum calculator helps you calculate the estimated returns on your investment for the whole investment period. You may calculate your investments’ 1-year, 3-year and 5-year returns using this calculator.

Lumpsum investment returns are calculated with the use of a specific method. Essentially a compound interest formula is used with one of the variables being the number of times the interest is compounded in a year.

Lumpsum Calculator Formula –

Estimated Returns = Present Value (1 + r/100)^n

The types of returns in lumpsum investment includes:

- Absolute return
- Total return
- Annualized return
- Rolling return
- Trailing return
- Point to point return

A lump sum amount is a single complete sum of money while an SIP or Systematic Investment Plan, as the name suggests is a way of making a specific amount of investment regularly at a specific interval. The amount in SIP is usually small.

5paisa Lumpsum Calculator is extremely easy to use. All you need to do is –

- Enter the amount you wish to invest a
- Punch in the returns
- Provide expected returns from the Scheme you choose

And your lumpsum investment returns will be calculated as per the inputs.

Happy Investing!

You must have an operational Demat account with a verified KYC, and you must be willing to invest the minimum amount needed for lumpsum investment.

Mutual funds schemes can demand a minimum lumpsum investment of anything from Rs. 1000 to Rs. 10,000.

There is no limit to the maximum amount a person can invest in a lumpsum mutual fund.

You can withdraw a lumpsum amount through a redemption request. Mutual fund schemes have a minimum withdrawal amount limit mentioned in their disclosure document.

According to 5paisa’s extensive research, AXIS Midcap and UTI-Flexi Cap Fund are currently the top-performing lumpsum mutual funds you can invest in.

Absolutely. All mutual fund investments are subject to market risk, and you must read all the scheme-related information carefully before investing.

The formalities required for a lumpsum investment are:

1. A duly completed application form

2. KYC Compliance

3. Proof of identity

4. Proof of address

5. A cheque for the lump sum amount

6. Third-party declaration for minors (if applicable)