Financial Calculator

Lumpsum Calculator

Project how a one-time investment compounds into a maturity value — with tax on gains and an inflation-adjusted real value, plus a full year-by-year breakdown. Free, instant, no login.

● Tax-on-gains modeling ● Inflation-adjusted real value ● 6 currencies
01 · Your Inputs

Lumpsum Parameters

Set your investment amount, expected return, horizon, and tax rate on gains — every result below updates instantly as you adjust these.

12%
10 yrs
10%
6%
02 · The Result

Wealth Breakdown

How much of your final value is your original principal, versus growth from compounding, versus what's lost to tax.

A lumpsum's maturity value splits into three parts: your principal (the amount you put in on day one), the gain the market added through compounding, and tax owed on that gain.

Because a lumpsum invests everything on day one, its growth compounds for the entire horizon — unlike a SIP, where later contributions have less time to grow. That's the core lumpsum-vs-SIP trade-off: full-horizon compounding vs. staged entry risk.

🤔 Not sure if now's a good time for a lumpsum, or to SIP instead? VilfinTV's Market Sentiment Score reads six real market signals every trading day and maps them to a SIP-vs-lump-sum playbook.
Check today's score →
03 · Year by Year

Full Projection Table

Your investment's value, gain, post-tax value, and inflation-adjusted real value for every year of the plan. Scroll sideways on mobile to see every column.

YearValueGainPost-Tax ValueReal Value (adj)
📐 Method: compounds the full principal annually at your expected return, applies tax only to the accumulated gain each year (not the principal), then divides by (1 + inflation)^years to get today's-money "Real Value." CAGR is solved from principal vs. maturity value over the full period.
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