Investment Calculator

Calculate returns on lump sum investments.

How Investment Calculator Works

This calculator uses compound interest formula to calculate future value of lump sum investments. The formula used is:

FV = PV × (1 + r)^n

Where PV = Present Value, r = annual rate, n = years

What is Investment Calculator?

An Investment Calculator helps you calculate future value of your investments in stocks, mutual funds, fixed deposits, PPF, gold, and real estate. Know how much your ₹1 lakh investment will grow in 5, 10, or 20 years at different return rates (8%, 12%, 15%). Plan investment goals, compare different assets, and understand the power of compounding. Whether investing lump-sum or SIP, this calculator shows realistic projections for wealth creation and financial freedom!

Formula

Future Value = Principal × (1 + Rate)^Years Gains = Future Value - Principal CAGR = [(FV / Principal)^(1/Years)] - 1 Example: ₹1L at 12% for 10 years = ₹3,10,585 (gains ₹2,10,585)

Benefits of Using Investment Calculator

Future Value Prediction – Know how much your money will grow
Goal Planning – Plan for car, house, retirement, education
Asset Comparison – Compare FD (7%), MF (12%), stocks (15%)
Inflation Adjusted – See real returns after 6% inflation
Compounding Power – Visualize exponential growth over decades
Free & Accurate – Perfect for all investment types
Pro Tip: Equity beats all! ₹1L invested: FD at 7% for 20 years = ₹3.87L. Equity at 12% = ₹9.65L. That's 2.5x more! Risk = short-term volatility. For 10+ years, equity is safest and highest-return asset class!

Frequently Asked Questions

Goal-based: Short-term (<3 years): FD, debt funds. Long-term (10+ years): Equity mutual funds, stocks. Balanced: 60% equity MF, 20% PPF, 20% gold. Expected returns: 10-12% CAGR = ₹1L becomes ₹2.6-3.1L in 10 years!

Nifty 50 historical CAGR (1991-2025): ~14%. Sensex: ~16%. Large-cap MFs: 10-12%. Mid/Small-cap: 14-18% (higher risk). For conservative planning, assume 12% equity returns. Real returns after 6% inflation = 6% wealth growth!

Lump-sum at 12% for 20 years: ₹10.37L becomes ₹1 Cr. For 30 years: ₹3.3L becomes ₹1 Cr. Monthly SIP at 12% for 20 years: ₹13,000/month = ₹1 Cr. Earlier you start, less principal needed!

FD: Safe (6-7%), guaranteed, taxable interest. Mutual Fund: Market-linked (10-15%), risky short-term, tax-efficient. For >5 years: MF beats FD. ₹1L for 10 years: FD = ₹1.97L, MF = ₹2.6-3.1L. Risk tolerance decides!

Years to double = 72 ÷ Return%. At 8% (FD), doubles in 9 years. At 12% (Equity), doubles in 6 years. At 18%, doubles in 4 years. ₹1L at 12% becomes ₹16L in 24 years (doubles 4 times)!

Lump-sum: If you have money now + market is low (high risk). SIP: For monthly salary earners, averages volatility (lower risk). For ₹5L investment: Lump-sum can give higher returns IF timed right. SIP is safer - time IN market > timing market!