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Q1 Q2

PV of fund 10000 PV of fund


FV of fund 14697715.679691 FV of fund
investment period is 40 investment

years
rate of interest 20% rate of interest

Q3 the investor invests Rs1000 each mouth for the next 40 years at the rate pe

amount to invest each month -1000


year of investment 40
number of annuties 480
rate of investment return 20%
terminal wealth
FVIFA in Excel ₹ 167,384,879.55

Q4
loan -100000
rate of interest 12%
loan tenure in year 5
PVIFA in Excel EMI ₹ 2,224.44

Q5

Amount have 1,000,000


rate of interest 20%
year 40
new car purchase 5

Year 5-10
car Investment
car purchase 700,000 pv ₹ 892,992.00
fv ₹ 2,222,049.85
car sold 175000

total amount ₹ 2,397,049.85

Year 10-15
car investment
car purchase 1000000 pv ₹ 1,222,049.85
fv ₹ 3,040,851.09
car sold 250000

total amount ₹ 3,290,851.09

Year 15-20
car investment
car purchase 1500000 pv ₹ 1,790,851.09
fv ₹ 4,456,210.59
car sold 375000

total amount ₹ 4,831,210.59

Year 20-25
car investment
car purchase 2000000 pv ₹ 2,831,210.59
fv ₹ 7,044,957.93
car sold 500000

total amount ₹ 7,544,957.93

Year 25-30
car investment
car purchase 3500000 pv ₹ 4,044,957.93
fv ₹ 10,065,149.71
car sold 875000

total amount ₹ 10,940,149.71

Year 30-35
car investment
car purchase 5000000 pv ₹ 5,940,149.71
fv ₹ 14,780,993.34
car sold 1250000

total amount ₹ 16,030,993.34

Year 35-40
car investment
car purchase 8000000 pv ₹ 8,030,993.34
fv ₹ 19,983,681.34
car sold 2000000

total amount ₹ 21,983,681.34

Q6
CAR Price ₹ 2,500,000.00
Rate of INTEREST 8.60%
10% Down Payment ₹ 250,000.00
Loan ₹ 2,250,000.00
Loan Tenure 5
(in year)
EMI ₹ 46,270.71 per month

(1+r)^n 2.48832

Step 1 Invest down payment for 5 year at the investment rate of


Down payment after 5 year

Step 2 Invest each EMI for next 5 year to get the wealth at the 5th year end

Total wealth at the end of 5 year (step 1+ step 2) ₹ 5,330,504.85

Buy car investment


2800000 ₹ 2,530,504.85
Investment amount at the end of next 5 year ₹ 6,822,165.51
sell old car 700000
Total ₹ 7,522,165.51

how to define large cap, mid cap, small cap


in US Large-cap stocks are companies with a total market cap of $10 Billion or more
Mid-cap stocks are companies with a market cap between $2 Billion and $10 Billion
Small-cap stocks are companies with a market cap between $300 Million and $2 Billion

in India Large-cap Rs.20000 crores and more, The top 100 companies listed in the stock market based on market capitalizati
mid-cap around Rs.5000 to Rs.20000 crores, from 101 to 250 in terms of market capitalization are known as mid-ca
Small-cap below Rs.5000 crores, ranked from the 251st position onwards in terms of market capitalization are know
34018.89
50000000
40

years
20%

next 40 years at the rate percentage return of 20%p.a. how much wealth will be invested

Year 1-5
car investment
400,000 pv 600000
rate 20% total amount
fv ₹ 1,492,992.00
100000
20%
₹ 622,080.00

the 5th year end ₹ 4,708,424.85

ased on market capitalization are classified as large-cap companies


zation are known as mid-cap companies.
rket capitalization are known as small-cap companies.
₹ 1,592,992.00

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