SIP Plan for 10 Years

Mr.Avinash wants to invest in 10 different mutual company for 10 years at 10% expected return with minimum amount 10, 000 per month.


Month       Amount invested     expected return    year     Total value


JAN2011     12000                 10%             1          12671
to jan12

jan12 to    12000                10%             2          26668 
jan13

jan13 to    12000                 10%            3          42131
jan14

jan14 to     12000                 10%           4          59212
jan15

jan15 to      12000                10%           5           78083
jan16

jan16 to      12000                 10%          6          98929
//jan17

jan17 to      12000                 10%          7           121959
jan18      

jan18 to       12000                10%          8            147400
jan19

jan19 to       12000                10%          9            175505
jan20
jan20

jan20 to        12000                10%         10            206553
jan21


total amount    120000
invested
-----------------------------------------------------------------------------------
Month ICICI  HDFC   Realice  SBI  KOTAK  MOTILAL. L&T  Axis invesco franklin      
JAN   1000    -        -      -     -       -      -     -    -        -          
FEB   1000   1000      -      -     -       -      -     -    -        -  
MAR   1000   1000    1000     -     -       -      -     -    -        -          
APR   1000   1000    1000   1000    -       -      -     -    -        -  
MAY   1000   1000    1000   1000   1000      -     -     -    -        -
JUNE  1000   1000    1000   1000   1000    1000    -     -    -        -    
JULY  1000   1000    1000   1000   1000    1000   1000   -    -        -
AUG   1000   1000    1000   1000   1000    1000   1000  1000  -        -
SEP   1000   1000    1000   1000   1000    1000   1000  1000  1000     -
OCT   1000   1000    1000   1000   1000    1000   1000  1000  1000    1000
NOV   1000   1000    1000   1000   1000    1000   1000  1000  1000    1000
DEC   1000   1000    1000   1000   1000    1000   1000  1000  1000    1000

TOTAL 12000  11000   10000  9000   8000    7000   6000  5000  4000    3000   78000
INVES.
AMT.
-----------------------------------------------------------------------------------
                              
total invested amount
jan11 to jan12-78000
jan12 to jan13-120000(198000)
jan13 to jan14-120000(318000)
jan14 to jan15-120000(438000)
jan15 to jan16-120000(558000)
jan16 to jan17-120000(678000)
jan17 to jan18-120000(798000)
jan18 to jan19-120000(9180000)
jan19 to jan20-120000(1038000)

total amount-- 1,038000
                                   total return
jan11-12671(12671*10=126710)from jan11 to jan20(in 10 years)from A company
jan12-25342
jan13-38013
jan14-50684
jan15-63355
jan16-76026
jan17-88697
jan18-101368
jan19-114039
jan20-126710

total return amount in 10 years=1,267,100
Aditi Shukla
MBA(finance)
Aircrew Aviation Private Limited

https://www.facebook.com/aadi.shukla.1426

https://www.fintech-start-up.com/2019/07/sip-plan-for-10-years.html

















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