@php //Number of Months Q13*12 $number_of_months = $investment_period*12; //Exp Rate of Return (SIP) (1+Q10%)^(1/12)-1 $expected_rate_of_return_sip = (1+$expected_rate_of_return1/100)**(1/12)-1; //Exp Rate of Return (Lumpsum) (1+Q12%)^(1/12)-1 $expected_rate_of_returnlumpsum = (1+$expected_rate_of_return2/100)**(1/12)-1; //SIP Fund Value (1+AR31)*Q9*(((1+AR31)^(AR30)-1)/AR31) $sip_fund_value = (1+$expected_rate_of_return_sip)*$sip_amount*(((1+$expected_rate_of_return_sip)**($number_of_months)-1)/$expected_rate_of_return_sip); //Lumpsum Fund Value Q11*(1+AR32)^AR30 $lumpsum_fund_value = $lumpsum_investment*(1+$expected_rate_of_returnlumpsum)**$number_of_months; //Total Fund Value AR33+AR34 $total_fund_value = $sip_fund_value+$lumpsum_fund_value; @endphp
 

Future Value Of Lumpsum + SIP @if(isset($clientname)) Proposal
For {{$clientname?$clientname:''}} @else Proposal @endif

SIP Amount ₹ {{custome_money_format($sip_amount)}}
Lumpsum Investment ₹ {{custome_money_format($lumpsum_investment)}}
Period {{$investment_period?$investment_period:0}} Years
Expected Rate of Return
SIP {{$expected_rate_of_return1?number_format($expected_rate_of_return1, 2, '.', ''):0}} %
Lumpsum {{$expected_rate_of_return2?number_format($expected_rate_of_return2, 2, '.', ''):0}} %

Expected Future Value

SIP Fund Value ₹ {{custome_money_format($sip_fund_value)}}
Lumpsum Fund Value ₹ {{custome_money_format($lumpsum_fund_value)}}
Total Fund Value ₹ {{custome_money_format($total_fund_value)}}

* Mutual fund investments are subject to marker risks, read all scheme related documents carefully.
* Returns are not guaranteed. The above is for illustration purpose only.

@include('frontend.calculators.common.footer') @if(isset($report) && $report=='detailed')
 

Annual Investment & Yearwise Projected Value

@php $cumulative_investment = 0; @endphp @for($i=1;$i<=$investment_period;$i++) @php //Annual Investment AU76*12+AV76 if ($i==1){ $annual_investment = $sip_amount*12+$lumpsum_investment; }else{ $annual_investment = $sip_amount*12; } //Cumulative Investment $cumulative_investment +=$annual_investment; //SIP End Value (1+AS76)*AU76*(((1+AS76)^(AR76*12)-1)/AS76) $sip_end_value = (1+$expected_rate_of_return_sip)*$sip_amount*(((1+$expected_rate_of_return_sip)**($i*12)-1)/$expected_rate_of_return_sip); //Lumpsum End Value AV76*(1+AT76)^(AR76*12) $lumpsum_end_value = $lumpsum_investment*(1+$expected_rate_of_returnlumpsum)**($i*12); @endphp @if($i%25==0 && $investment_period>25 && $investment_period>$i)
Year Annual Investment Cumulative Investment SIP Fund Value Lumpsum Fund Value Total Fund Value
{{$i}} ₹ {{custome_money_format($annual_investment)}} ₹ {{custome_money_format($cumulative_investment)}} ₹ {{custome_money_format($sip_end_value)}} ₹ {{custome_money_format($lumpsum_end_value)}} ₹ {{custome_money_format($sip_end_value+$lumpsum_end_value)}}
@include('frontend.calculators.common.footer')
 
@endif @endfor
Year Annual Investment Cumulative Investment SIP Fund Value Lumpsum Fund Value Total Fund Value

*The above chart is approximate and for illustration purpose only

@include('frontend.calculators.common.footer') @endif @include('frontend.calculators.suggested.pdf-app')