Mutual Fund Lumpsum Calculator
Project a one-time mutual fund investment at a steady return.
Runs in your browser. Nothing is uploaded — your input is processed on this device and discarded when you close the tab.
Mutual Fund Lumpsum Calculator
How to use this tool
- Enter the one-time investment amount.
- Enter the expected annual return and the number of years.
- Press Generate to see the projected value and gain.
Worked example
A one-time investment of 100000 growing at 12% a year for 10 years becomes 100000 x 1.12^10 = 310584.82, a gain of 210584.82.
What this tool does not do / Limits
This is a projection at a steady assumed return, not financial advice and not a promise of returns. Real fund returns vary year to year and are affected by fees, taxes and market risk.
Frequently asked questions
Is 12% guaranteed?
No. It is only the assumption you typed. Try a lower rate as well to see how much the outcome changes.
Does this include fees and tax?
No. Fees reduce returns and tax may apply to gains, so a real outcome is usually lower than this simple projection.
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