SIP & Lumpsum Calculator Excel Sheet
Download our free SIP and Lumpsum Calculator Excel sheet to plan your mutual fund investments offline. Calculate SIP returns, lumpsum growth, and compare both strategies with built-in formulas — no internet required. For more related tools, see the lumpsum calculator.
Download the Excel file to your device and open it in Microsoft Excel or Google Sheets.
SIP & Lumpsum Calculator Excel Sheet
This free Excel spreadsheet lets you calculate SIP and lumpsum investment returns offline. Open it in Microsoft Excel or Google Sheets — no login or internet connection required after download. Also explore the gold sip calculator for a related calculation.
What the Excel sheet includes
- SIP return calculator with monthly compounding
- Lumpsum growth calculator
- Side-by-side SIP vs lumpsum comparison
- Charts showing investment growth over time
How to use
Download the file, open in Excel or Google Sheets, enter your monthly investment amount, expected return rate, and tenure. The sheet calculates total invested amount, estimated returns, and final corpus automatically. Also explore the lic sip calculator for a related calculation.
Frequently Asked Questions
Is this Excel SIP calculator free to download?
Yes, the Excel sheet is completely free to download and use with no restrictions.
Does it work in Google Sheets?
Yes, upload the downloaded .xlsx file to Google Drive and open with Google Sheets — all formulas work without modification.
What is the difference between SIP and lumpsum investment?
SIP (Systematic Investment Plan) means investing a fixed amount every month. Lumpsum means investing the full amount at once. The Excel sheet lets you compare both approaches side by side.