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Lumpsum Calculator

Calculate the future value of a one-time investment.

Results are estimates for illustration and do not guarantee returns. Actual returns depend on market conditions and the products you choose.

What is the Lumpsum Calculator?

Use the lumpsum calculator to estimate how a one-time investment could grow over a period at an assumed annual return — useful for bonuses, inheritances or maturity proceeds.

How it is calculated

FV = P × (1 + r)n, where P is the amount invested, r is the annual rate and n is the number of years.

How to use it

  1. Move the sliders or type values into the boxes.
  2. The result and breakdown update instantly.
  3. Use the year-by-year view to see how your money grows.
  4. Book a free consultation to turn the estimate into a fund-by-fund plan.
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