SBI Lumpsum Calculator
Scheme Search
SBI Gold Fund - Direct (G)
SBI Multi Asset Allocation Fund - Direct (G)
SBI Banking & Financial Services Fund - Direct (G)
SBI Automotive Opportunities Fund - Direct (G)
SBI Focused Fund - Direct (G)
SBI Equity Hybrid Fund - Direct (G)
SBI CRISIL IBX Gilt Index-April 2029 Fund-Dir (G)
SBI Balanced Advantage Fund - Direct (G)
SBI Credit Risk Fund - Direct (G)
SBI Nifty50 Equal Weight Index Fund - Dir (G)
SBI Short Term Debt Fund - Direct (G)
SBI Banking and PSU Fund - Direct (G)
SBI Medium Duration Fund - Direct (G)
SBI CRISIL IBX SDL Index-September 2027 Fund-Dir (G)
SBI Low Duration Fund - Direct (G)
SBI Savings Fund - Direct (G)
SBI Ultra Short Duration Fund - Dir (G)
SBI Floating Rate Debt Fund - Direct (G)
SBI Arbitrage Opportunities Fund - Direct (G)
SBI Constant Maturity 10- Year Gilt Fund-Dir (G)
SBI CRISIL IBX Gilt Index-June 2036 Fund-Dir (G)
SBI Liquid Fund - Direct (G)
SBI Large & Midcap Fund - Direct (G)
SBI Medium to Long Duration Fund-Dir (G)
SBI Nifty Index Fund - Direct (G)
SBI Conservative Hybrid Fund - Direct (G)
SBI Overnight Fund - Direct (G)
SBI Nifty India Consumption Index Fund - Direct (G)
SBI Large Cap Fund - Direct (G)
SBI BSE Sensex Index Fund - Direct (G)
SBI Gilt Fund - Direct (G)
SBI Equity Savings Fund - Direct (G)
SBI Equity Minimum Variance - Direct (G)
SBI Retirement Benefit Fund-Conservative P-Dir(G)
SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G)
SBI Retirement Benefit Fund-Conser Hyb Plan-Dir(G)
SBI Comma Fund - Direct (G)
SBI Long Duration Fund - Direct (G)
SBI ESG Exclusionary Strategy Fund - Direct (G)
SBI Contra Fund - Direct (G)
SBI PSU Fund - Direct (G)
SBI ELSS Tax Saver Fund - Direct (G)
SBI Nifty 500 Index Fund - Direct (G)
SBI Flexi Cap Fund - Direct (G)
SBI Nifty Midcap 150 Index Fund - Direct (G)
SBI Multicap Fund - Direct (G)
SBI Retirement Benefit Fund-Aggressive Plan-Dir(G)
SBI Technology Opportunities Fund - Direct (G)
SBI Dividend Yield Fund - Direct (G)
SBI Healthcare Opportunities Fund - Direct (G)
SBI Energy Opportunities Fund - Direct (G)
SBI Innovative Opportunities Fund - Direct (G)
SBI Midcap Fund - Direct (G)
SBI Infrastructure Fund - Direct (G)
SBI Nifty Next 50 Index Fund - Direct (G)
SBI MNC Fund - Direct (G)
SBI Consumption Opportunities Fund - Direct (G)
SBI Small Cap Fund - Direct (G)
SBI Nifty Smallcap 250 Index Fund - Direct (G)
SBI Nifty IT Index Fund - Direct (G)
SBI BSE PSU Bank Index Fund - Direct (G)
SBI Income Plus Arbitrage Active FOF - Dir (G)
SBI Nifty200 Quality 30 Index Fund - Dir (G)
SBI Nifty200 Momentum 30 Index Fund - Dir (G)
SBI Nifty100 Low Volatility 30 Index Fund-Dir (G)
SBI Dynamic Asset Allocation Active FoF - Dir (G)
SBI Nifty Bank Index Fund - Direct (G)
SBI Quant Fund - Direct (G)
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Minimum amount allowed is ₹5000
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How to Use Torus Digital's SBI Lumpsum Calculator?
Torus Digital’s SBI 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, SBI 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 SBI 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 SBI schemes, try our comprehensive Lumpsum Calculator for mutual funds of all types.
Quickly estimate your SBI mutual fund growth with our easy-to-use SBI Lumpsum Calculator.
What is SBI Lumpsum Calculator?
It is a smart online tool designed to help you estimate the future value of a one-time investment in an SBI mutual fund . This calculator gives investors a clear picture of their potential corpus at maturity, supporting better financial planning.What is the use of SBI 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 SBI Lumpsum Calculator Work?
- The investor selects the one-time investment option on the calculator’s interface.
- The desired SBI 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 SBI Bank Lumpsum Calculator Formula?
The formula used in the SBI 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 SBI Lumpsum Calculator
- The SBI 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 SBI 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 SBI 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 SBI Lumpsum Calculator?
You need to provide the investment amount, select an SBI mutual fund scheme, and choose the duration.
Can I use the calculator for different SBI mutual fund schemes?
Yes, the SBI mutual fund lumpsum calculator supports a variety of schemes to match your investment preferences. The calculator gives you the flexibility to select any SBI mutual fund scheme and compare your earnings. Apart from the SBI mf lumpsum calculator, you can also explore more mutual fund lumpsum calculators on our dedicated lumpsum calculator page.
