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Comparison

SIP vs Lumpsum: Which Builds More Wealth?

SIP (₹5,000/mo) vs Lump sum (₹6,00,000) compared side by side — the differences, the numbers, and which to choose.

By Aarav Mehta, CFA, MBA Finance · Updated Jun 2026 · 1 min read

Should you invest a fixed amount every month (a SIP) or put a lump sum in all at once? Both can work — the better choice depends on how much cash you have ready and how comfortable you are with market timing. Here is how the same ₹6,00,000 plays out over 10 years at 12%.

Scenario: ₹6,00,000 invested over 10 years at 12% — as a SIP of ₹5,000/month versus a one-time lump sum of ₹6,00,000.

Side-by-side comparison

MetricSIP (₹5,000/mo)Lump sum (₹6,00,000)
Maturity value₹11,61,695₹18,63,509
Total invested₹6,00,000₹6,00,000
Estimated returns₹5,61,695₹12,63,509

SIP (₹5,000/mo) vs Lump sum (₹6,00,000) at a glance

SIP (₹5,000/mo)Lump sum (₹6,00,000)
Cash needed upfrontLow — just ₹5,000 a monthHigh — the full ₹6,00,000 at once
Market-timing riskLow — purchases are averaged over timeHigher — everything goes in at one price
DisciplineAutomatic, builds a savings habitOne decision, then nothing to do
Best forSalaried investors saving monthlyA windfall, bonus or maturing deposit

The verdict

When markets rise steadily, a lump sum usually ends up ahead because the whole amount compounds for the full period — as the numbers above show. In the real world, though, few people have a large sum sitting idle, and a SIP removes the risk of investing everything just before a dip. If you have money ready now and can stomach the volatility, lump sum wins on maths; for most people investing from monthly income, a SIP is the practical, lower-stress choice.

Model your own numbers with the SIP Calculator and the Lumpsum Calculator.

Calculators in this guide

Frequently asked questions

For most beginners a SIP is better: it spreads risk, needs little money to start, and builds discipline. A lump sum suits investors who already have a large amount and understand market risk.

No. A lump sum tends to win when markets rise steadily after you invest, but it can lose heavily if markets fall just afterwards. A SIP cushions that timing risk by buying at many different prices.

SIP Investing in India: The Complete Beginner's Guide

Everything you need to start a Systematic Investment Plan — how SIPs work, choosing your monthly amount, step-up SIPs, SIP versus lumpsum, taxation and the mistakes to avoid — with worked examples.

4 min read

Aarav Mehta · CFA, MBA Finance

Aarav reviews every finance formula on CalcHub for accuracy.