When to Lumpsum Invest?

Got a big bonus or maturity? Don't just sit on it! Learn when a lumpsum investment in mutual funds could boost your returns. Let's break it down.

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Opportunity Knocks: Lumpsum

Ideal with sudden capital (bonus, property sale) & a long-term goal (7+ years). Powerful when markets have seen a significant correction (10-15% dip).

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Stagger Your Lumpsum with STP

Markets high? Park your sum in a liquid fund. Then, systematically transfer (STP) monthly to equity funds. Reduces risk, averages cost, keeps money working!

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Unlock Returns with a Calculator

Don't guess! Use a mutual fund calculator to visualize potential growth of your lumpsum. Compare scenarios, understand compounding, and make informed decisions.

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Lumpsum Traps to Dodge

Don't time the market, ignore risk appetite, or lack diversification. Invest based on your goals & comfort. Review regularly to ensure alignment.

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Lumpsum: When & When Not

Lumpsum isn't always better. Avoid at market highs or for short-term goals (<3-5 years). SIPs offer consistency & average out risk. Choose what fits your market view & goals.

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Plan Your Future Today!

Ready to make smart investment choices? Use our easy calculators to plan your lumpsum or SIP. Visit sipplancalculator.in to start your wealth journey!

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