What is lumpsum and can I make a lumpsum investment using FYERS?

What is lumpsum and can I make a lumpsum investment using FYERS?

Lumpsum investing allows you to invest the entire amount in mutual funds in a single transaction. This option is available on FYERS Web and App.

What Is Lumpsum Investment

A lumpsum investment means investing the full amount at one time instead of spreading it across intervals like a SIP (Systematic Investment Plan).

This method is suitable when:

  • A surplus amount is available for investment
  • Market conditions are considered favourable
  • Long term financial goals are being planned

Investing In Lumpsum On FYERS

Lumpsum investments can be made in direct mutual fund schemes through FYERS Web and App.

Key highlights:

  • Access to multiple AMCs
  • Wide range of fund categories
  • Direct plans without commission

Refer to the step by step guide here: One-time investment in mutual funds on FYERS

Lumpsum investments should be made after evaluating financial goals and risk appetite. Reviewing the scheme’s fact sheet and past performance before investing is recommended.

What if...

ScenarioExplanation
Fund not visibleEnsure the selected scheme is a direct plan and available on FYERS.
Investing from another bank accountOnly registered and approved bank accounts can be used for mutual fund transactions.
SIP selected instead of lumpsumCancel the SIP and place a fresh lumpsum order.

Last updated: 27 Feb 2026

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