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SIP & Lumpsum Mutual Fund Wealth Calculator

Project compound interest returns, wealth creation corpus, and inflation-adjusted maturity values for SIP and Lumpsum investments.

SIP & Lumpsum Mutual Fund Wealth Calculator

Project compound investment returns, wealth creation corpus, and inflation-adjusted value

Monthly Investment৳/₹5,000

50050,0002,00,000

Expected Annual Return Rate (p.a.)12%

Conservative (8%)Balanced (12%)Aggressive (15%+)

Investment Duration (Time Horizon)10 Years

1 Yr10 Yrs20 Yrs35 Yrs

Adjust for Inflation (Real Purchasing Power)

Total Expected Corpus

৳/₹1,161,695

Total Amount Invested:৳/₹600,000

Estimated Wealth Gain (Compounded Returns):+৳/₹561,695

Invested (51.6%)Returns (48.4%)

About SIP & Lumpsum Mutual Fund Wealth Calculator

Plan your financial independence and retirement corpus. Calculate potential compounded returns on monthly Systematic Investment Plans (SIP) or one-time Lumpsum mutual fund / equity investments with expected annual return rates and real inflation adjustment.

Calculation Formula & Rules

M = P * [((1 + i)^n - 1) / i] * (1 + i) Inflation Adjusted = Maturity / (1 + inflation_rate)^years

How to Calculate Step-by-Step

Select Monthly SIP or One-Time Lumpsum investment.

Enter monthly contribution or initial lumpsum amount.

Set expected annual return rate (%) and investment duration in years.

Toggle inflation adjustment to see real future purchasing power.

Frequently Asked Questions

What is a realistic expected return rate for mutual fund SIPs?

Historically, diversified equity mutual funds and index funds in emerging markets have delivered average annualized returns between 12% and 15% over long investment horizons (10+ years).

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