Calculator
Lump Sum Calculator
Estimate what a one-time investment could become at an assumed annual return.
Estimated result
Illustration only. It uses the return you enter, assumes it stays constant, and ignores tax, exit load and expense changes. Mutual fund returns are not guaranteed.
How this calculator works
Future value = P × (1 + r)t, where P is the amount, r the annual rate and t the years, compounded annually.
Change the assumptions to see a range. Choosing a lower return gives a more cautious picture. For a plan fitted to your situation, talk to us.
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