Lumpsum Calculator
The Auris Lumpsum Calculator helps you estimate the future value of your investment when you combine a one-time lumpsum amount with a monthly SIP (Systematic Investment Plan). It is designed for investors who want to accelerate their wealth creation by leveraging both upfront capital and regular contributions.
Dual Strategy, One Tool
Visualize how a hybrid approach—lumpsum + SIP—can outperform standalone investments.
Predict Future Corpus
Estimate your investment corpus at maturity by accounting for returns on both the lumpsum and SIP portions over time.
Smart Financial Planning
Evaluate how a small recurring investment can significantly enhance your long-term wealth when paired with an initial investment.
Customizable Parameters
Modify return expectations, time horizon, and investment amounts to suit your financial strategy.
One-Time Investment Amount (₹)
– Enter the initial capital you plan to invest (e.g., ₹2,00,000).
Monthly SIP Contribution (₹)
– Input the monthly amount you’ll invest alongside your lumpsum (e.g., ₹2,000).
Expected Rate of Return (% p.a.)
– Choose your projected annual return based on your investment avenue (e.g., 12% for equity).
Investment Duration (Years)
– Set how long you plan to stay invested (e.g., 10 years).
Click “Calculate”
– Get an instant estimate of your total accumulated wealth at the end of the tenure.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Funds Distributor | ARN-325087 | Initial Registration: 25 Mar 2025 | Validity: 24 Mar 2028
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