1. 1 MONTHLY INVESTMENT 25000 50000 75000 100000 200000
TENURE (YRS) 10 10 10 10 10
Rate of Return 15% 15% 15% 15% 15%
Total Investment Amt 3,000,000 6,000,000 9,000,000 12,000,000 24,000,000
Maturity Value 6,966,430 13,932,860 20,899,296 27,865,718 55,731,436
2 MONTHLY INVESTMENT 25000 50000 75000 100000 200000
TENURE (YRS) 15 15 15 15 15
Rate of Return 15% 15% 15% 15% 15%
Total Investment Amt 4,500,000 9,000,000 13,500,000 18,000,000 36,000,000
Maturity Value 16,921,573 33,843,146 50,764,732 67,686,288 135,372,576
3 MONTHLY INVESTMENT 25000 50000 75000 100000 200000
TENURE (YRS) 20 20 20 20 20
Rate of Return 15% 15% 15% 15% 15%
Total Investment Amt 6,000,000 12,000,000 18,000,000 24,000,000 48,000,000
Maturity Value 37,898,848 75,797,696 113,696,616 151,595,392 303,190,784
4 MONTHLY INVESTMENT 25000 50000 75000 100000 200000
TENURE (YRS) 25 25 25 25 25
Rate of Return 15% 15% 15% 15% 15%
Total Investment Amt 7,500,000 15,000,000 22,500,000 30,000,000 60,000,000
Maturity Value 82,101,808 164,203,616 246,305,648 328,407,232 656,814,464
5
6
For an amt of Rs 10cr in 25yrs time with the minimum return of 15% compounded annually, we need
to make a monthly SIP of Rs 30,450.
For an amt of Rs 10cr in 20yrs time with the minimum return of 15% compounded annually, we need
to make a monthly SIP of Rs 65,965.
NOTE: THE PAST TREND SHOWS THAT COMPOUNDED ANNUALIZED RETURN OVER A PERIOD OF 7YRS
AND 10YS IS ABOVE 18%P.A. Compounded Annually