Finpeg’s Mutual Fund lump sum Calculator

Investing lump sum amounts into mutual funds can be tricky and you have to be aware of the risks involved. More importantly, timing the investment can have a big impact on your returns.

I plan to invest a lump sum amount of ₹ into equity mutual funds.
Help: This is the amount you want to invest in one go.
Please enter a positive amount
I intend to hold on to this investment for years.
Help: This is the number of years you will hold your investments for.
Please enter a positive number

We are ready with your lump sum numbers...

Check how your corpus grows with a regular lump sum investment vis-a-vis Finpeg's lump sum strategy. You can also see numbers for different risk assumptions - Conservative, Moderate and Aggresive

We are ready with your lump sum numbers...

Check how your corpus grows with a regular lump sum investment vis-a-vis Finpeg's lump sum strategy. You can also see numbers for different risk assumptions - Conservative, Moderate and Aggresive

Conservative Portfolio
Moderate Portfolio
Aggressive Portfolio
Conservative
Moderate
Aggressive
1. Year-wise build up of your wealth
Assumed average returns: Regular lump sum: {{risk_obj.regular_ret}}% Finpeg's lump sum strategy: {{risk_obj.alpha_ret}}%
2. Snapshot of your final corpus
Final corpus with regular lump sum:
₹ {{convertIndianFormatNew(con_bal_regular)}}
₹ {{convertIndianFormatNew(mod_bal_regular)}}
₹ {{convertIndianFormatNew(agg_bal_regular)}}
Final corpus with Finpeg lump sum strategy:
₹ {{convertIndianFormatNew(con_bal_alpha)}}
₹ {{convertIndianFormatNew(mod_bal_alpha)}}
₹ {{convertIndianFormatNew(agg_bal_alpha)}}
Invest now →
← Start over
3. Recommended Portfolio for the risk level
Scheme name Scheme type Recommended weightage (%)
{{X.fund}} {{X.type}} 33.3%
Why this Portfolio?
Invest now →

Learn more about Finpeg lump sum strategy by talking to an Investment Expert

1. Snapshot of your final corpus
Final corpus with regular lump sum:
₹ {{convertIndianFormatNew(con_bal_regular)}}
₹ {{convertIndianFormatNew(mod_bal_regular)}}
₹ {{convertIndianFormatNew(agg_bal_regular)}}
Final corpus with Finpeg lump sum strategy:
₹ {{convertIndianFormatNew(con_bal_alpha)}}
₹ {{convertIndianFormatNew(mod_bal_alpha)}}
₹ {{convertIndianFormatNew(agg_bal_alpha)}}
Invest now →
← Start over
2. Year-wise build up of your wealth
3. Recommended Portfolio for the risk level
Scheme name Scheme type Recommended weightage (%)
{{X.fund}} {{X.type}} 33.3%
Rationale?
Invest Now →

Learn more about Finpeg lump sum strategy by talking to an Investment Expert