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    The document proposes a monthly SIP of Rs. 5,000 for 12 years for Mrs. Kavita Mahajan. It compares the total investment, expected future value, and year-wise projected value of a normal SIP versus a step-up SIP that increases 10% annually. Under both a 10% and 12% annual return scenario, the step-up SIP is projected to result in a higher total investment and future value compared to the normal SIP.

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    The document proposes a monthly SIP of Rs. 5,000 for 12 years for Mrs. Kavita Mahajan. It compares the total investment, expected future value, and year-wise projected value of a normal SIP versus a step-up SIP that increases 10% annually. Under both a 10% and 12% annual return scenario, the step-up SIP is projected to result in a higher total investment and future value compared to the normal SIP.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    7 views3 pages

    Unique

    Uploaded by

    kavitapatil12
    The document proposes a monthly SIP of Rs. 5,000 for 12 years for Mrs. Kavita Mahajan. It compares the total investment, expected future value, and year-wise projected value of a normal SIP versus a step-up SIP that increases 10% annually. Under both a 10% and 12% annual return scenario, the step-up SIP is projected to result in a higher total investment and future value compared to the normal SIP.

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    © All Rights Reserved
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    of 3

    SIP Proposal

    For Mrs. Kavita Mahajan

    Monthly SIP Amount ₹ 5,000

    SIP Period 12 Years

    Step-Up % Every Year 10.00 %

    Total Investment
    Normal SIP Step-Up SIP

    ₹ 7,20,000 ₹ 12,83,057

    Expected Future Value


    Mode Scenario 1 @ 10.00 % Scenario 2 @ 12.00 %

    Normal SIP ₹ 13,51,544 ₹ 15,40,478

    Step-Up SIP ₹ 21,63,896 ₹ 24,17,808

    *This illustration and returns assumed are on the basis of the request made by you. These are neither indicative nor
    guaranteed returns. Mutual fund investments are subject to market risks. Do read all scheme-related documents carefully.

    Shailesh Patil
    SAMARTH INVESTMENT
    AMFI-Registered Mutual Fund Distributor
    Email: sap_03@yahoo.co.in, M: 7798648881
    Normal SIP
    Year-Wise Projected Value
    Year End Value Year End Value
    Year Monthly Investment Annual Investment Scenario 1 Scenario 2
    @ 10.00 % @ 12.00 %

    1 ₹ 5,000 ₹ 60,000 ₹ 63,203 ₹ 63,832

    2 ₹ 5,000 ₹ 60,000 ₹ 1,32,726 ₹ 1,35,325

    3 ₹ 5,000 ₹ 60,000 ₹ 2,09,201 ₹ 2,15,396

    4 ₹ 5,000 ₹ 60,000 ₹ 2,93,324 ₹ 3,05,076

    5 ₹ 5,000 ₹ 60,000 ₹ 3,85,859 ₹ 4,05,518

    6 ₹ 5,000 ₹ 60,000 ₹ 4,87,647 ₹ 5,18,013

    7 ₹ 5,000 ₹ 60,000 ₹ 5,99,615 ₹ 6,44,007

    8 ₹ 5,000 ₹ 60,000 ₹ 7,22,779 ₹ 7,85,120

    9 ₹ 5,000 ₹ 60,000 ₹ 8,58,259 ₹ 9,43,167

    10 ₹ 5,000 ₹ 60,000 ₹ 10,07,288 ₹ 11,20,179

    11 ₹ 5,000 ₹ 60,000 ₹ 11,71,219 ₹ 13,18,433

    12 ₹ 5,000 ₹ 60,000 ₹ 13,51,544 ₹ 15,40,478

    *The chart is for illustration purposes only. Figures are approximate and may not be linear as shown in the chart. The
    returns assumed above are as per your request. These are neither indicative nor guaranteed returns.

    Shailesh Patil
    SAMARTH INVESTMENT
    AMFI-Registered Mutual Fund Distributor
    Email: sap_03@yahoo.co.in, M: 7798648881
    Step - Up SIP
    Year-Wise Projected Value
    Year End Value Year End Value
    Year Monthly Investment Annual Investment Scenario 1 Scenario 2
    @ 10.00 % @ 12.00 %

    1 ₹ 5,000 ₹ 60,000 ₹ 63,203 ₹ 63,832

    2 ₹ 5,500 ₹ 66,000 ₹ 1,39,046 ₹ 1,41,708

    3 ₹ 6,050 ₹ 72,600 ₹ 2,29,426 ₹ 2,35,950

    4 ₹ 6,655 ₹ 79,860 ₹ 3,36,491 ₹ 3,49,226

    5 ₹ 7,321 ₹ 87,846 ₹ 4,62,675 ₹ 4,84,590

    6 ₹ 8,053 ₹ 96,631 ₹ 6,10,731 ₹ 6,45,543

    7 ₹ 8,858 ₹ 1,06,294 ₹ 7,83,772 ₹ 8,36,092

    8 ₹ 9,744 ₹ 1,16,923 ₹ 9,85,313 ₹ 10,60,814

    9 ₹ 10,718 ₹ 1,28,615 ₹ 12,19,325 ₹ 13,24,942

    10 ₹ 11,790 ₹ 1,41,477 ₹ 14,90,286 ₹ 16,34,449

    11 ₹ 12,969 ₹ 1,55,625 ₹ 18,03,246 ₹ 19,96,148

    12 ₹ 14,266 ₹ 1,71,187 ₹ 21,63,896 ₹ 24,17,808

    *The chart is for illustration purposes only. Figures are approximate and may not be linear as shown in the chart. The
    returns assumed above are as per your request. These are neither indicative nor guaranteed returns.

    Shailesh Patil
    SAMARTH INVESTMENT
    AMFI-Registered Mutual Fund Distributor
    Email: sap_03@yahoo.co.in, M: 7798648881

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