Back to Calculators
|

SIP vs Lumpsum Calculator

SIP vs Lumpsum Calculator

Compare returns between SIP and one-time investment

1,00010,00,00,000
5010,00,000
0.1300
0.1400

is Better by ₹0

Lumpsum benefits from longer time in market and compound growth

SIP Investment Results

Monthly Investment:5,000
Total Invested:0
Total Returns:0

Final Value:0

Lumpsum Investment Results

One-time Investment:100,000
Total Invested:0
Total Returns:0

Final Value:0

Key Insights

  • • SIP provides rupee cost averaging benefit during market volatility
  • • Lumpsum works better in consistently rising markets
  • • SIP helps build investment discipline and regular savings habit
  • • Lumpsum requires larger upfront capital availability
  • • Consider mixing both strategies for optimal results

SIP vs Lumpsum: Detailed Comparison

FactorSIPLumpsum
Investment Required5,000/month100,000 upfront
Total Investment00
Final Value00
Total Returns00
Market Timing RiskLow ✓High ✗
FlexibilityHigh ✓Medium
Capital RequirementLow ✓High ✗

When to Choose What?

Choose SIP When:

  • • You have regular monthly income
  • • You want to build investment discipline
  • • You're new to investing
  • • Markets are volatile or uncertain
  • • You want to average out market fluctuations
  • • You have long-term financial goals

Choose Lumpsum When:

  • • You have a large amount available
  • • Markets are at low levels
  • • You expect consistent market growth
  • • You're confident about market direction
  • • You want to maximize time in market
  • • You have surplus funds from bonus/inheritance