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Investment · IndiaNEWFormula reviewed July 2026

SIP vs Lumpsum Calculator

Compare SIP and lumpsum investing with the same return and time horizon. See future value, invested amount, gains and the better outcome.

Updated
July 2026
Created and maintained by
Poorna Prakash S R

SIP and lumpsum investing solve different problems. SIP spreads entry over time and suits monthly income. Lumpsum invests money immediately and benefits more when markets compound steadily. This calculator compares both paths with the same expected return and time horizon.

Calculate your result

Change the inputs on the left. Results update instantly on the right.

Investment inputs

₹25,000
₹15,00,000
12%
%
10 years
years
Winner
SIP
₹8,00,387 ahead
SIP future value
₹57,50,967
Invested ₹30,00,000
Lumpsum future value
₹49,50,580
Invested ₹15,00,000
Higher gain
₹34,50,580

Why use the SIP vs Lumpsum Calculator

The right choice depends on available cash, risk comfort and market timing risk. Comparing the projected future value, invested amount and gains makes the trade-off visible before you commit money.

Benefits at a glance

  • Same assumptions for both paths

    Compare SIP and lumpsum under one return and horizon assumption.

  • Shows invested amount

    Separate contribution size from investment growth.

  • Highlights the gap

    See which approach ends ahead and by how much.

How to use the SIP vs Lumpsum Calculator

  1. 1

    Enter monthly SIP

    Use the amount you can invest each month.

  2. 2

    Enter lumpsum

    Use the one-time corpus available today.

  3. 3

    Set return and years

    Use a conservative long-term annual return assumption.

  4. 4

    Compare results

    Review the winner, future values and gains.

Assumptions and exclusions

  • Returns are assumed and not guaranteed.
  • Taxes, exit loads and expense ratios are excluded.
  • SIP contributions are treated as month-end investments.

Frequently asked questions

Is SIP safer than lumpsum?

SIP reduces timing risk by spreading entry across months, but it does not remove market risk.

Why can lumpsum beat SIP?

If markets rise steadily, money invested earlier has more time to compound.

Should I split a lumpsum into STP?

For volatile assets, splitting entry over several months can reduce regret and timing risk.

Final word

Use SIP when investing from income and lumpsum when a corpus is already available. The calculator helps compare the math; the final decision should also consider risk and cash-flow comfort.

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