@extends('layouts.frontend') @section('js_after') @endsection @section('content') @php $target_amount = $target_amount; $period = $investment_period; $period_in_months = $period * 12; $investment_type = $investment_type; $investment_amount = $investment_amount; $sip_interest_rate = $sip_interest_rate; $monthly_sip_interest_rate = (1+$sip_interest_rate/100)**(1/12)-1; $onetime_interest_rate = $onetime_interest_rate; $monthly_onetime_interest_rate = (1+$onetime_interest_rate/100)**(1/12)-1; if ($investment_type == "SIP") { $lumpsum_investment_amount = $investment_amount; $lumpsum_future_value = $investment_amount*(1+$monthly_onetime_interest_rate)**$period_in_months ; $required_sip_future_value = $target_amount - $lumpsum_future_value; $required_sip = ($required_sip_future_value * $monthly_sip_interest_rate) / ((1 + $monthly_sip_interest_rate) * (pow((1 + $monthly_sip_interest_rate), ($period_in_months)) - 1)); } if ($investment_type == "lumpsum") { $sip_amount = $investment_amount; //(1+AR32)*Q12*(((1+AR32)^(AR31)-1)/AR32) $sip_future_value = (1+$monthly_sip_interest_rate)*$sip_amount*(((1+$monthly_sip_interest_rate)**($period_in_months)-1)/$monthly_sip_interest_rate); $required_lumpsum_future_value = $target_amount - $sip_future_value; //AR36/(1+AR33)^AR31 $required_onetime_investment = $required_lumpsum_future_value/(1+$monthly_onetime_interest_rate)**$period_in_months; } @endphp
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SIP + Lumpsum @if(isset($clientname)) Proposal For {{$clientname?$clientname:''}} @else Proposal @endif
Target Amount ₹ {{custome_money_format($target_amount)}}
@if ($investment_type == "SIP") Lumpsum Investment @else SIP Amount @endif ₹ {{custome_money_format($investment_amount)}}
Period {{$investment_period?$investment_period:0}} Years
Expected Rate of Return @if ($investment_type == "lumpsum") @else @endif
SIP {{$sip_interest_rate?number_format($sip_interest_rate, 2, '.', ''):0}} %
Lumpsum {{$onetime_interest_rate?number_format($onetime_interest_rate, 2, '.', ''):0}} %
Lumpsum {{$onetime_interest_rate?number_format($onetime_interest_rate, 2, '.', ''):0}} %
SIP {{$sip_interest_rate?number_format($sip_interest_rate, 2, '.', ''):0}} %

@if ($investment_type == "SIP") Monthly SIP Required @else Lumpsum Investment Required @endif

@if ($investment_type == "SIP") ₹ {{custome_money_format($required_sip)}} @else ₹ {{custome_money_format($required_onetime_investment)}} @endif

* 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.

Annual Investment & Yearwise Projected Value

@php $cumulative_investment = 0; @endphp @if ($investment_type == "SIP") @for ($i = 1; $i <= $investment_period; $i++) @php $annual_investment = ($required_sip * 12); if ($i == 1) { $annual_investment = $lumpsum_investment_amount + ($required_sip * 12); } $cumulative_investment = $lumpsum_investment_amount + (($required_sip * 12) * $i); $sip_value = (1+$monthly_sip_interest_rate)*$required_sip*(((1+$monthly_sip_interest_rate)**($i*12)-1)/$monthly_sip_interest_rate); $lumpsum_value = $lumpsum_investment_amount*(1+$monthly_onetime_interest_rate)**($i*12); @endphp @endfor @else @for ($i = 1; $i <= $investment_period; $i++) @php $annual_investment = ($sip_amount * 12); if ($i == 1) { $annual_investment = $required_onetime_investment + ($sip_amount * 12); } $cumulative_investment = $required_onetime_investment + (($sip_amount * 12) * $i); $sip_value = (1+$monthly_sip_interest_rate)*$sip_amount*(((1+$monthly_sip_interest_rate)**($i*12)-1)/$monthly_sip_interest_rate); $lumpsum_value = $required_onetime_investment*(1+$monthly_onetime_interest_rate)**($i*12); @endphp @endfor @endif
Year Annual Investment Cumulative Investment SIP Fund Value Lumpsum Fund Value Total Fund Value
{{$i}} ₹ {{custome_money_format($annual_investment)}} ₹ {{custome_money_format($cumulative_investment)}} ₹ {{custome_money_format($sip_value)}} ₹ {{custome_money_format($lumpsum_value)}} ₹ {{custome_money_format($sip_value + $lumpsum_value)}}
{{$i}} ₹ {{custome_money_format($annual_investment)}} ₹ {{custome_money_format($cumulative_investment)}} ₹ {{custome_money_format($sip_value)}} ₹ {{custome_money_format($lumpsum_value)}} ₹ {{custome_money_format($sip_value + $lumpsum_value)}}

*The above chart is approximate and for illustration purpose only

@include('frontend.calculators.suggested.output') Back Save Download / Print
@endsection