Lumpsum Return Calculator
Compute the future maturity value of a single one-time mutual fund or stock investment.
Estimated Maturity Value₹3,10,585
Total Invested₹1,00,000
Wealth Gain₹2,10,585
Breakdown
Invested Capital32.2%
Interest Earned67.8%
How This is Calculated (Formula Transparency)
A = P * (1 + r)^t, where P = principal amount, r = expected annual return rate, t = number of years.
Concept: A = 1,00,000 * (1 + 0.12)^10 = ₹3,10,585.
Worked Example Case Study
Scenario: One-time investment of ₹1,00,000 for 10 years at a 12% expected annual return.
Detailed Calculation: A = 1,00,000 * (1 + 0.12)^10 = ₹3,10,585.
Result Outcome: Invested: ₹1,00,000. Wealth Gain: ₹2,10,585. Total Value: ₹3,10,585.
Assumptions & Rules
- Compounded annually.
- Assumes returns remain stable over the entire term.
- Calculations are compliant with laws and rates as of FY 2025-26 (AY 2026-27).
Talk to a Tax Expert / CA Secure
Get customized answers for your HRA, Section 80C, or income tax filings in India.