What is Lump Sum Investment?
A lump sum investment is a one-time investment of a larger amount into a mutual fund — for example, a bonus, maturity proceeds or savings.
It suits investors with surplus money and a clear time horizon.
Mutual Funds | Way2Protect —
Lump Sum Investment
Put a one-time amount to work.
Who is it for?
- Investors with a bonus, inheritance or maturity amount
- Long-term investors with surplus funds
Key features
- Full amount invested immediately
- Can be staggered into equity via STP
- Suitable for debt or hybrid funds for shorter goals
Things to consider
- Timing risk in volatile markets
- Consider an STP for equity exposure
- Match the fund to your time horizon
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. Product availability, eligibility, premiums, interest rates, benefits and approval are subject to applicable terms, conditions, underwriting/lender policies and eligibility criteria.
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