Kotak Mahindra Lumpsum Calculator

Scheme Search

Kotak Gold Fund - Direct (G)
Kotak Global Emerging Market Overseas Equity Omni FOF-Dir (G)
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G)
Kotak Multi Asset Allocation Fund - Direct (G)
Kotak Banking & Financial Services Fund-Dir (G)
Kotak Global Innovation Overseas Equity Omni FOF-Dir (G)
Kotak Multi Asset Omni FOF - Direct (G)
Kotak NIFTY Midcap 50 Index Fund - Direct (G)
Kotak International REIT Overseas Equity Omni FOF-Dir (G)
Kotak Focused Fund - Direct (G)
Kotak Consumption Fund - Direct (G)
Kotak Manufacture in India Fund - Direct (G)
Kotak Flexi Cap Fund - Direct (G)
Kotak Pioneer Fund - Direct (G)
Kotak BSE PSU Index Fund - Direct (G)
Kotak Large Cap Fund - Direct (G)
Kotak Nifty 50 Index Fund - Direct (G)
Kotak Multicap Fund - Direct (G)
Kotak Business Cycle Fund - Direct (G)
Kotak Nifty 100 Low Volatility 30 Index Fund-Dir (G)
Kotak Equity Savings Fund - Direct (G)
Kotak Medium Term Fund - Direct (G)
Kotak Credit Risk Fund - Direct (G)
Kotak ESG Exclusionary Strategy Fund - Direct (G)
Kotak Large & Midcap Fund - Direct (G)
Kotak Contra Fund - Direct (G)
Kotak MNC Fund - Direct (G)
Kotak Nifty India Tourism Index Fund - Dir (G)
Kotak Balanced Advantage Fund - Direct (G)
Kotak CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund-Dir (G)
Kotak Midcap Fund - Direct (G)
Kotak Nifty G-Sec July 2033 Index Fund-Dir (G)
Kotak Floating Rate Fund - Direct (G)
Kotak Aggressive Hybrid Fund - Direct (G)
Kotak Banking and PSU Debt Fund - Direct (G)
Kotak Low Duration Fund - Direct (G)
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Dir (G)
Kotak Income Plus Arbitrage Omni FOF-Dir (G)
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund-Dir (G)
Kotak Money Market Fund - Direct (G)
Kotak Savings Fund - Direct (G)
Kotak Nifty SDL Jul 2026 Index Fund-Dir (G)
Kotak Nifty SDL Jul 2033 Index Fund-Dir (G)
Kotak Debt Hybrid Fund - Direct (G)
Kotak Arbitrage Fund - Direct (G)
Kotak Liquid Fund - Direct (G)
Kotak Quant Fund - Direct (G)
Kotak ELSS Tax Saver Fund - Direct (G)
Kotak Overnight Fund - Direct (G)
Kotak Special Opportunities Fund - Direct (G)
Kotak Nifty Smallcap 50 Index Fund - Dir (G)
Kotak Nifty Next 50 Index Fund - Direct (G)
Kotak Infrastructure & Ecoc. Reform-SP-Dir(G)
Kotak Healthcare Fund - Direct (G)
Kotak BSE Housing Index Fund - Direct (G)
Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Dir (G)
Kotak Gilt Invest - PF & Trust Plan - Direct (G)
Kotak Gilt - Invest Plan - Direct (G)
Kotak Long Duration Fund - Direct (G)
Kotak Nifty 200 Momentum 30 Index Fund - Dir (G)
Kotak Small Cap Fund - Direct (G)
Kotak Technology Fund - Direct (G)
Kotak Nifty 100 Equal Weight Index Fund - Dir (G)
Kotak Nifty 200 Quality 30 Index Fund - Dir (G)
Kotak Active Momentum Fund - Direct (G)
Kotak Nifty Alpha 50 Index Fund - Direct (G)
Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund-Dir (G)
Kotak Gold Silver Passive FOF - Direct (G)
Kotak Energy Opportunities Fund - Direct (G)
Kotak Nifty Midcap 150 Index Fund - Direct (G)
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund-Dir (G)
Kotak Nifty Commodities Index Fund - Direct (G)
Kotak BSE Sensex Index Fund - Direct (G)
Kotak Nifty SmallCap 250 Index Fund - Direct (G)
Kotak Nifty 50 Equal Weight Index Fund - Dir (G)
Kotak Nifty Top 10 Equal Weight Index Fund-Dir (G)
Kotak Transportation & Logistics Fund - Dir (G)

Investment Amount

Minimum amount allowed is ₹100

Select Time Period

Expected Return

The future value of investment will be

Investment Amount

Inv. Amount

Total Interest

Maturity Value

How to Use Torus Digital's Kotak Mahindra Lumpsum Calculator? 

Torus Digital’s Kotak Mahindra Lumpsum Calculator is a powerful and easy-to-use tool designed to estimate the future value of your one-time mutual fund investment . With a user-friendly interface and dynamic results display, it helps you visualise how much your investment could grow over a selected time horizon. 

Follow the steps below to calculate your investment returns: 
Step 1: Choose the "One Time" option at the top (already selected by default for lump sum investments). 
Step 2: From the Scheme Search dropdown, select your desired mutual fund scheme—for example, Kotak Mahindra Technology Opportunities Fund - Direct (G). 
Step 3: Enter your lump sum investment amount in the input box (e.g., ₹5,000). 
Step 4: Select the investment time period by clicking one of the preset options: 1 Year, 3 Years, or 5 Years. 
Step 5: The calculator will automatically fetch the expected return (annualised), based on historical returns of the selected fund scheme. 

Instant Output:  Once all inputs are provided, the calculator displays:
  • Investment Amount (your initial amount)
  • Total Interest (returns generated over the selected period)
  • Maturity Value (final corpus at the end of the period) 

A visual donut chart helps you see the proportion of your corpus that comes from your investment and from returns. 
Example:  If you invest ₹5,000 in the Kotak Mahindra Technology Opportunities Fund - Direct (G) for 1 year at an expected return of 20.27%:
  • Investment Amount: ₹5,000
  • Estimated Interest: ₹1,014
  • Maturity Value: ₹6,014 

If you’re looking to compare different investment options beyond Kotak Mahindra schemes, try our comprehensive Lumpsum Calculator for mutual funds of all types. 

Quickly estimate your Kotak Mahindra mutual fund growth with our easy-to-use Kotak Mahindra Lumpsum Calculator. 

What is Kotak Mahindra Lumpsum Calculator? 

It is a smart online tool designed to help you estimate the future value of a one-time investment in an Kotak Mahindra mutual fund . This calculator gives investors a clear picture of their potential corpus at maturity, supporting better financial planning. 

What is the use of Kotak Mahindra Lumpsum Calculator? 

It is used to assess how a lump sum investment could grow over a period of time. It simplifies financial planning by providing quick and reliable estimates of potential returns without manual calculations. Whether you are planning for education, travel, or retirement, this tool can support your decision-making. 

How does an Kotak Mahindra Lumpsum Calculator Work? 

  • The investor selects the one-time investment option on the calculator’s interface. 
  • The desired Kotak Mahindra mutual fund scheme is selected from the list. 
  • The investment amount is entered into the calculator. 
  • The time horizon for the investment is chosen (1, 3, or 5 years). 
  • The calculator applies the expected annual return based on historical data of the selected scheme. 
  • The final maturity value, including interest earned, is displayed alongside a visual chart for clarity. 

What is the Kotak Mahindra Bank Lumpsum Calculator Formula? 

The formula used in the Kotak Mahindra Lumpsum Calculator is:  Future Value (FV) = P × (1 + r/100)^n  Where: 
  • P = Lump sum investment amount 
  • r = Expected annual return (%) 
  • n = Number of years 

This formula helps predict future value using the power of compounding. 

Benefits of using the Kotak Mahindra Lumpsum Calculator 

  • The Kotak Mahindra Lumpsum Calculator provides accurate return estimates for your one-time investments, helping you plan your financial goals with confidence. 
  • It eliminates the need for complex manual calculations by providing instant and reliable results. 
  • The calculator allows you to compare different Kotak Mahindra mutual fund schemes easily so that you can choose the one that best matches your investment objectives. 
  • It assists you in planning for both short-term needs and long-term aspirations by offering clear projections. 
  • The tool provides a visual representation of your returns, making it easier to understand the growth of your investment over time. 
  • It is completely free to use, offering accessibility without any hidden charges or subscriptions. 
  • The calculator is optimised for both desktop and mobile use, so you can calculate your investment returns anytime, anywhere. 

If you’re looking to invest in mutual fund schemes, simply open a demat account and take the first step towards your investment journey.

FAQ’s

Is the Kotak Mahindra Lumpsum Calculator free to use?
Yes, it is free and available on Torus Digital’s platform.

Can I calculate the maturity value of a one-time investment using this tool?
Yes, it is designed to provide accurate maturity values for lump sum investments.

What inputs are required to use the Kotak Mahindra Lumpsum Calculator?
You need to provide the investment amount, select an Kotak Mahindra mutual fund scheme, and choose the duration.

Can I use the calculator for different Kotak Mahindra mutual fund schemes?
Yes, the Kotak Mahindra mutual fund lumpsum calculator supports a variety of schemes to match your investment preferences. The calculator gives you the flexibility to select any Kotak Mahindra mutual fund scheme and compare your earnings. Apart from the Kotak Mahindra mf lumpsum calculator, you can also explore more mutual fund lumpsum calculators on our dedicated lumpsum calculator page.

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.