@php $sip_amount = $sip_amount; $sip_interest_rate = $sip_interest_rate; $stp_amount = $stp_amount; $debt_interest = $debt_interest; $equity_interest = $equity_interest; $monthly_transfer_mode = $monthly_transfer_mode; $period = $investment_period; $number_of_months = $period*12; //Exp Return (SIP) (1+Q10%)^(1/12)-1 $exp_return_sip_rate = (1+$sip_interest_rate/100)**(1/12)-1; //Exp Debt Return (STP) (1+Q12%)^(1/12)-1 $exp_debt_return_stp = (1+$debt_interest/100)**(1/12)-1; //Exp Equity Return (STP) (1+Q13%)^(1/12)-1 $exp_equite_return_stp = (1+$equity_interest/100)**(1/12)-1; //SIP Fund Value (1+AR33)*Q9*(((1+AR33)^(AR32)-1)/AR33) $sip_fund_value = (1+$exp_return_sip_rate)*$sip_amount*(((1+$exp_return_sip_rate)**($number_of_months)-1)/$exp_return_sip_rate); //Monthly Appreciation Q11*AR34 $monthly_appreciation = $stp_amount*$exp_debt_return_stp; //Future Value of Debt Fund $future_value_of_debt_fund = $stp_amount; //Future Value of Equity Fund AR37*(((1+AR35)^(AR32)-1)/AR35) $future_value_of_equity_fund = $monthly_appreciation*(((1+$exp_equite_return_stp)**($number_of_months)-1)/$exp_equite_return_stp); //STP Fund Value =AR38+AR39 $stp_fund_value = $future_value_of_debt_fund+$future_value_of_equity_fund; //Total Fund Value AR36+AR40 $total_fund_value = $sip_fund_value+$stp_fund_value; @endphp
 

SIP + STP @if(isset($clientname)) Proposal
For {{$clientname?$clientname:''}} @else Proposal @endif

SIP Amount ₹ {{custome_money_format($sip_amount)}}
Expected Rate of Return {{$sip_interest_rate?number_format($sip_interest_rate, 2, '.', ''):0}} %
STP Amount ₹ {{custome_money_format($stp_amount)}}
Expected Rate of Return
Debt {{$debt_interest?number_format($debt_interest, 2, '.', ''):0}} %
Equity {{$equity_interest?number_format($equity_interest, 2, '.', ''):0}} %
Period {{$investment_period?$investment_period:0}} Years
Monthly Transfer Mode Capital Appreciation

Expected Future Value

SIP Fund Value ₹ {{custome_money_format($sip_fund_value)}}
STP Debt Fund Value ₹ {{custome_money_format($future_value_of_debt_fund)}}
STP Equity Fund Value ₹ {{custome_money_format($future_value_of_equity_fund)}}
Total Fund Value ₹ {{custome_money_format($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 @php $cumulative_investment = 0; @endphp @for ($i = 1; $i <= $investment_period; $i++) @php $annual_investment = ($sip_amount * 12); if ($i == 1) { $annual_investment = $stp_amount + ($sip_amount * 12); } $cumulative_investment = $stp_amount + (($sip_amount * 12) * $i); $sip_value = (1+$exp_return_sip_rate)*$sip_amount*(((1+$exp_return_sip_rate)**($i*12)-1)/$exp_return_sip_rate); //Future Value of Equity Fund AR37*(((1+AR35)^(AR32)-1)/AR35) $future_value_of_equity_fund = $monthly_appreciation*(((1+$exp_equite_return_stp)**($i*12)-1)/$exp_equite_return_stp); //STP Fund Value =AR38+AR39 $stp_value = $future_value_of_debt_fund+$future_value_of_equity_fund; @endphp @if($i%25==0 && $investment_period>25 && $investment_period>$i)
Year Annual Investment Cumulative Investment SIP Fund Value STP Fund Value Total Fund Value
{{$i}} ₹ {{custome_money_format($annual_investment)}} ₹ {{custome_money_format($cumulative_investment)}} ₹ {{custome_money_format($sip_value)}} ₹ {{custome_money_format($stp_value)}} ₹ {{custome_money_format($sip_value + $stp_value)}}
@include('frontend.calculators.common.footer')
 
@endif @endfor
Year Annual Investment Cumulative Investment SIP Fund Value STP 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')