Sure Finserv

/SIP + Lumpsum Calculator

SIP + Lumpsum Calculator

“Best of Both Worlds”
Blend regularity with a power boost. Combine SIP and lumpsum investments to craft a robust financial strategy.

One Time investment
Monthly investment
Return (p.a.)
%
Select duration
yr
Lumpsum investment grows to (Rs.)
₹6,21,170
Amount invested by you monthly (Rs.)
₹2,40,000
Monthly Investment Grows to (Rs.)
₹4,64,678
INVEST NOW

SIP + Lumpsum Calculator – Your Go-To Tool for Mixing It Up

So, you’re thinking about putting some money into mutual funds, right? You’ve got two classic moves – dropping a big chunk of change all at once (that’s your lumpsum) or feeding your investment bit by bit over time (hello, SIP!). But what if you’re feeling adventurous and want to do both? That’s where the SIP + Lumpsum Calculator comes into play. It’s like the Swiss Army knife for investors wanting the best of both worlds.

What’s This All About?

Imagine you’ve got some cash ready to invest and also plan to keep adding more to it regularly. The SIP + Lumpsum Calculator helps you figure out what this strategy might earn you. It’s perfect for when you start with a lump sum and then fuel the fire by adding monthly investments through a SIP.

It’s your financial roadmap, showing you how combining these strategies can boost your investment game.

Why It’s Super Cool

This tool isn’t just about dreaming big; it’s about planning smart:

  • Shows you the potential growth of mixing a lump sum with regular SIP contributions.
  • Easy-peasy to use, breaking down complex calculations into simple, understandable numbers.
  • Helps you visualize the outcome of your investment strategy, giving you confidence in your financial plan.

The Magic Behind the Curtain

Let’s say you kick things off with ₹1 lakh in a mutual fund and then throw in an extra ₹10,000 every month. The SIP + Lumpsum Calculator takes this mix, stirs in the expected rate of return, and voila – it shows you how much your investment could grow over your chosen period.

It’s like having a financial crystal ball, making the impact of your decisions clear as day.

Getting Started with Sure Finserv’s SIP + Lumpsum Calculator

With Sure Finserv’s tool, it’s a walk in the park:

 
  • Enter your starting lump sum (the big initial investment).
  • Punch in your monthly SIP amount (how much you’ll add regularly).
  • Choose your investment period (how long you plan to keep this up).
  • Set an expected rate of return (your best guess at how your investment will perform).

Hit calculate, and boom – you’ll see the potential future value of your investment combo.

Why You’ll Love Sure Finserv’s Calculator

It blends the boldness of lumpsum investing with the steady growth of SIPs.

  • Offers a glimpse into the future, helping you tailor your investment strategy.
  • Available online 24/7, so you can plan your financial future anytime, anywhere.
  • Saves you from the brain ache of manual calculations, especially if you’re balancing different investment scenarios.

The SIP + Lumpsum Calculator is for those who don’t just follow the path but make their own. It shows you how starting strong and staying consistent can work together to supercharge your investment goals. With Sure Finserv, you’re not just guessing; you’re planning with purpose.