A lumpsum calculator is a financial tool used to calculate the wealth you can create by investing in mutual funds via a lumpsum investment.
The Cube Wealth lumpsum calculator is simple and easy for beginners to use. It will help you visualize probable returns on your lumpsum investments.
A lumpsum calculator is a financial tool used to calculate the wealth you can create by investing in mutual funds via a lumpsum investment.
The Cube Wealth lumpsum calculator is simple and easy for beginners to use. It will help you visualize probable returns on your lumpsum investments.
The parameters used to calculate lumpsum returns :
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A lump sum calculator or mutual fund calculator is basically going to measure compound interest. It is in the simplest words a compound interest calculator.
FV = PV * (1 + (r / 100)) ^ (n)
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As the name suggests, this type of investment involves using a large lump of money (sum) to buy mutual funds. This way you buy a big chunk of a mutual fund scheme that you believe will perform well in the long run.
A lump sum investment works well when the market is down or when you’re investing for the long term and have a good risk appetite. People generally do this when they receive a large sum of money from retirement or sale of a house etc.
However, most people can not afford to take risks with a large sum of money so it becomes paramount to invest with quality advice from a leading expert like Wealth First, that Cube gives you access to
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If you’re looking for reasons to start investing and begin with a lump sum, we’ve got quite a few!
Cube Wealth helps you see all your mutual fund investments at a glance. This way you get to monitor them easily but don't need to do much to grow your wealth.
Plus the sooner you start the more you stand to benefit. The mutual fund calculator above can help you get an idea of the returns you can expect.
There is a convenient way of investing a lump sum in mutual funds in India - using the Cube Wealth app. High-quality wealth advisory wasn’t always available to the common investor in India.
However, Cube has changed that with curated and handpicked mutual fund recommendations from our mutual fund advisory partner, Wealth First, that you can access using the Cube Wealth app for free.
We would love to hear from you about the lump sum mutual fund calculator. Feel free to email us at feedback@bankoncube.com with the subject line, “Lumpsum Calculator”.
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