Glossary

Future Value (FV)

What an investment made today will grow to by a specific future date, given an assumed rate of return. It's the number a compounding calculation ultimately solves for.

What It Means

Future Value (FV) is what an amount invested today will grow to by a specific date in the future, assuming a certain rate of return along the way. It's the number a compounding calculation actually solves for, the answer, not the formula itself.

How It Works

For a single lumpsum investment, Future Value grows using the same compounding logic every year: this year's value earns a return, and next year's calculation starts from that new, larger number.

Formula

FV = P × (1+r)^n

P
The amount invested today (the present value)
r
Assumed rate of return per period
n
Number of periods (usually years) the money stays invested
FV
What that amount grows to by the end

A SIP uses a related but slightly longer version of this same formula, since it accounts for a fresh instalment arriving every month instead of one lumpsum going in on day one.

Example

Invest ₹50,000 today at an assumed 8% annual return. Three years later, its Future Value is about ₹62,986. That's ₹50,000 (what you put in) plus roughly ₹12,986 (what compounding added along the way).

Warning

Future Value is only ever an estimate built on an assumed rate of return, never a guarantee. Change the assumed return even slightly and the FV changes with it. Treat any FV figure as "here's what happens if this return holds," not as a promised outcome.

Future Value (FV) Meaning and Formula Explained | TraderStack