Filetype Excel XLSX | Posted on 16 Aug 2022 | 3 years ago
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Systematic Investment Plan
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Investment Details Investment Summary
Currency Symbol Dollar ($) No. of Systematic Installments 240
Initial Investment $ 0 No. of Extra Investments
stematic Investment $ 5,000 Total Extra Investment Amount
Investment Method Monthly Total SIP Investment Amount $ 1,200,000
No. of Years to Grow 20 Total Investment Amount $ 1,200,000
Annual Interest Rate 10.00% Total Gain on Investment $ 2,628,485
justed Inflation Rate 0.00% Total SIP Return on Investment $ 3,828,485
Investing Start Date 1/1/2025 CAGR Percentage 5.972%
12 12
10 10
8 8
6 6
4 4
2 2
5 - 6 7 8 9 0 1 2 3 4 -
2 2 2 2 2 3 3 3 3 3
0 0 0 0 0 0 0 0 0 0
2 2 2 2 2 2 2 2 2 2
Serial Investment Starting Regular Extra Interest Ending
No. Date Balance Investment Investment Earned On Balance
Investment
1 1/1/2025 $ 0 $ 5,000 $ 42 $ 5,042
2 2/1/2025 $ 5,042 $ 5,000 $ 84 $ 10,125
3 3/1/2025 $ 10,125 $ 5,000 $ 126 $ 15,251
4 4/1/2025 $ 15,251 $ 5,000 $ 169 $ 20,420
5 5/1/2025 $ 20,420 $ 5,000 $ 212 $ 25,632
6 6/1/2025 $ 25,632 $ 5,000 $ 255 $ 30,887
7 7/1/2025 $ 30,887 $ 5,000 $ 299 $ 36,186
8 8/1/2025 $ 36,186 $ 5,000 $ 343 $ 41,530
9 9/1/2025 $ 41,530 $ 5,000 $ 388 $ 46,917
10 10/1/2025 $ 46,917 $ 5,000 $ 433 $ 52,350
11 11/1/2025 $ 52,350 $ 5,000 $ 478 $ 57,828
12 12/1/2025 $ 57,828 $ 5,000 $ 524 $ 63,351
13 1/1/2026 $ 63,351 $ 5,000 $ 570 $ 68,921
14 2/1/2026 $ 68,921 $ 5,000 $ 616 $ 74,537
15 3/1/2026 $ 74,537 $ 5,000 $ 663 $ 80,200
16 4/1/2026 $ 80,200 $ 5,000 $ 710 $ 85,910
17 5/1/2026 $ 85,910 $ 5,000 $ 758 $ 91,667
18 6/1/2026 $ 91,667 $ 5,000 $ 806 $ 97,473
19 7/1/2026 $ 97,473 $ 5,000 $ 854 $ 103,327
20 8/1/2026 $ 103,327 $ 5,000 $ 903 $ 109,230
21 9/1/2026 $ 109,230 $ 5,000 $ 952 $ 115,182
Serial Investment Starting Regular Extra Interest Ending
No. Date Balance Investment Investment Earned On Balance
Investment
22 10/1/2026 $ 115,182 $ 5,000 $ 1,002 $ 121,183
23 11/1/2026 $ 121,183 $ 5,000 $ 1,052 $ 127,235
24 12/1/2026 $ 127,235 $ 5,000 $ 1,102 $ 133,337
25 1/1/2027 $ 133,337 $ 5,000 $ 1,153 $ 139,489
26 2/1/2027 $ 139,489 $ 5,000 $ 1,204 $ 145,693
27 3/1/2027 $ 145,693 $ 5,000 $ 1,256 $ 151,949
28 4/1/2027 $ 151,949 $ 5,000 $ 1,308 $ 158,257
29 5/1/2027 $ 158,257 $ 5,000 $ 1,360 $ 164,618
30 6/1/2027 $ 164,618 $ 5,000 $ 1,413 $ 171,031
31 7/1/2027 $ 171,031 $ 5,000 $ 1,467 $ 177,498
32 8/1/2027 $ 177,498 $ 5,000 $ 1,521 $ 184,019
33 9/1/2027 $ 184,019 $ 5,000 $ 1,575 $ 190,594
34 10/1/2027 $ 190,594 $ 5,000 $ 1,630 $ 197,224
35 11/1/2027 $ 197,224 $ 5,000 $ 1,685 $ 203,909
36 12/1/2027 $ 203,909 $ 5,000 $ 1,741 $ 210,650
37 1/1/2028 $ 210,650 $ 5,000 $ 1,797 $ 217,447
38 2/1/2028 $ 217,447 $ 5,000 $ 1,854 $ 224,301
39 3/1/2028 $ 224,301 $ 5,000 $ 1,911 $ 231,212
40 4/1/2028 $ 231,212 $ 5,000 $ 1,968 $ 238,180
41 5/1/2028 $ 238,180 $ 5,000 $ 2,027 $ 245,207
42 6/1/2028 $ 245,207 $ 5,000 $ 2,085 $ 252,292
43 7/1/2028 $ 252,292 $ 5,000 $ 2,144 $ 259,436
44 8/1/2028 $ 259,436 $ 5,000 $ 2,204 $ 266,639
45 9/1/2028 $ 266,639 $ 5,000 $ 2,264 $ 273,903
46 10/1/2028 $ 273,903 $ 5,000 $ 2,324 $ 281,227
47 11/1/2028 $ 281,227 $ 5,000 $ 2,385 $ 288,612
48 12/1/2028 $ 288,612 $ 5,000 $ 2,447 $ 296,059
49 1/1/2029 $ 296,059 $ 5,000 $ 2,509 $ 303,568
50 2/1/2029 $ 303,568 $ 5,000 $ 2,571 $ 311,139
51 3/1/2029 $ 311,139 $ 5,000 $ 2,634 $ 318,774
52 4/1/2029 $ 318,774 $ 5,000 $ 2,698 $ 326,472
53 5/1/2029 $ 326,472 $ 5,000 $ 2,762 $ 334,234
54 6/1/2029 $ 334,234 $ 5,000 $ 2,827 $ 342,061
55 7/1/2029 $ 342,061 $ 5,000 $ 2,892 $ 349,953
56 8/1/2029 $ 349,953 $ 5,000 $ 2,958 $ 357,911
57 9/1/2029 $ 357,911 $ 5,000 $ 3,024 $ 365,936
58 10/1/2029 $ 365,936 $ 5,000 $ 3,091 $ 374,027
59 11/1/2029 $ 374,027 $ 5,000 $ 3,159 $ 382,185
60 12/1/2029 $ 382,185 $ 5,000 $ 3,227 $ 390,412
61 1/1/2030 $ 390,412 $ 5,000 $ 3,295 $ 398,707
62 2/1/2030 $ 398,707 $ 5,000 $ 3,364 $ 407,071
63 3/1/2030 $ 407,071 $ 5,000 $ 3,434 $ 415,505
64 4/1/2030 $ 415,505 $ 5,000 $ 3,504 $ 424,009
65 5/1/2030 $ 424,009 $ 5,000 $ 3,575 $ 432,584
66 6/1/2030 $ 432,584 $ 5,000 $ 3,647 $ 441,231
67 7/1/2030 $ 441,231 $ 5,000 $ 3,719 $ 449,950
68 8/1/2030 $ 449,950 $ 5,000 $ 3,791 $ 458,741
69 9/1/2030 $ 458,741 $ 5,000 $ 3,865 $ 467,605
70 10/1/2030 $ 467,605 $ 5,000 $ 3,938 $ 476,544
71 11/1/2030 $ 476,544 $ 5,000 $ 4,013 $ 485,557
72 12/1/2030 $ 485,557 $ 5,000 $ 4,088 $ 494,645
73 1/1/2031 $ 494,645 $ 5,000 $ 4,164 $ 503,808
74 2/1/2031 $ 503,808 $ 5,000 $ 4,240 $ 513,048
Serial Investment Starting Regular Extra Interest Ending
No. Date Balance Investment Investment Earned On Balance
Investment
75 3/1/2031 $ 513,048 $ 5,000 $ 4,317 $ 522,365
76 4/1/2031 $ 522,365 $ 5,000 $ 4,395 $ 531,760
77 5/1/2031 $ 531,760 $ 5,000 $ 4,473 $ 541,233
78 6/1/2031 $ 541,233 $ 5,000 $ 4,552 $ 550,785
79 7/1/2031 $ 550,785 $ 5,000 $ 4,632 $ 560,417
80 8/1/2031 $ 560,417 $ 5,000 $ 4,712 $ 570,128
81 9/1/2031 $ 570,128 $ 5,000 $ 4,793 $ 579,921
82 10/1/2031 $ 579,921 $ 5,000 $ 4,874 $ 589,795
83 11/1/2031 $ 589,795 $ 5,000 $ 4,957 $ 599,752
84 12/1/2031 $ 599,752 $ 5,000 $ 5,040 $ 609,792
85 1/1/2032 $ 609,792 $ 5,000 $ 5,123 $ 619,915
86 2/1/2032 $ 619,915 $ 5,000 $ 5,208 $ 630,123
87 3/1/2032 $ 630,123 $ 5,000 $ 5,293 $ 640,415
88 4/1/2032 $ 640,415 $ 5,000 $ 5,378 $ 650,794
89 5/1/2032 $ 650,794 $ 5,000 $ 5,465 $ 661,259
90 6/1/2032 $ 661,259 $ 5,000 $ 5,552 $ 671,811
91 7/1/2032 $ 671,811 $ 5,000 $ 5,640 $ 682,451
92 8/1/2032 $ 682,451 $ 5,000 $ 5,729 $ 693,180
93 9/1/2032 $ 693,180 $ 5,000 $ 5,818 $ 703,998
94 10/1/2032 $ 703,998 $ 5,000 $ 5,908 $ 714,906
95 11/1/2032 $ 714,906 $ 5,000 $ 5,999 $ 725,905
96 12/1/2032 $ 725,905 $ 5,000 $ 6,091 $ 736,996
97 1/1/2033 $ 736,996 $ 5,000 $ 6,183 $ 748,180
98 2/1/2033 $ 748,180 $ 5,000 $ 6,276 $ 759,456
99 3/1/2033 $ 759,456 $ 5,000 $ 6,370 $ 770,827
100 4/1/2033 $ 770,827 $ 5,000 $ 6,465 $ 782,292
101 5/1/2033 $ 782,292 $ 5,000 $ 6,561 $ 793,853
102 6/1/2033 $ 793,853 $ 5,000 $ 6,657 $ 805,510
103 7/1/2033 $ 805,510 $ 5,000 $ 6,754 $ 817,264
104 8/1/2033 $ 817,264 $ 5,000 $ 6,852 $ 829,116
105 9/1/2033 $ 829,116 $ 5,000 $ 6,951 $ 841,067
106 10/1/2033 $ 841,067 $ 5,000 $ 7,051 $ 853,118
107 11/1/2033 $ 853,118 $ 5,000 $ 7,151 $ 865,269
108 12/1/2033 $ 865,269 $ 5,000 $ 7,252 $ 877,521
109 1/1/2034 $ 877,521 $ 5,000 $ 7,354 $ 889,875
110 2/1/2034 $ 889,875 $ 5,000 $ 7,457 $ 902,332
111 3/1/2034 $ 902,332 $ 5,000 $ 7,561 $ 914,894
112 4/1/2034 $ 914,894 $ 5,000 $ 7,666 $ 927,559
113 5/1/2034 $ 927,559 $ 5,000 $ 7,771 $ 940,331
114 6/1/2034 $ 940,331 $ 5,000 $ 7,878 $ 953,208
115 7/1/2034 $ 953,208 $ 5,000 $ 7,985 $ 966,193
116 8/1/2034 $ 966,193 $ 5,000 $ 8,093 $ 979,287
117 9/1/2034 $ 979,287 $ 5,000 $ 8,202 $ 992,489
118 10/1/2034 $ 992,489 $ 5,000 $ 8,312 $ 1,005,802
119 11/1/2034 $ 1,005,802 $ 5,000 $ 8,423 $ 1,019,225
120 12/1/2034 $ 1,019,225 $ 5,000 $ 8,535 $ 1,032,760
121 1/1/2035 $ 1,032,760 $ 5,000 $ 8,648 $ 1,046,408
122 2/1/2035 $ 1,046,408 $ 5,000 $ 8,762 $ 1,060,170
123 3/1/2035 $ 1,060,170 $ 5,000 $ 8,876 $ 1,074,046
124 4/1/2035 $ 1,074,046 $ 5,000 $ 8,992 $ 1,088,038
125 5/1/2035 $ 1,088,038 $ 5,000 $ 9,109 $ 1,102,147
126 6/1/2035 $ 1,102,147 $ 5,000 $ 9,226 $ 1,116,373
127 7/1/2035 $ 1,116,373 $ 5,000 $ 9,345 $ 1,130,718
Serial Investment Starting Regular Extra Interest Ending
No. Date Balance Investment Investment Earned On Balance
Investment
128 8/1/2035 $ 1,130,718 $ 5,000 $ 9,464 $ 1,145,182
129 9/1/2035 $ 1,145,182 $ 5,000 $ 9,585 $ 1,159,767
130 10/1/2035 $ 1,159,767 $ 5,000 $ 9,706 $ 1,174,474
131 11/1/2035 $ 1,174,474 $ 5,000 $ 9,829 $ 1,189,302
132 12/1/2035 $ 1,189,302 $ 5,000 $ 9,953 $ 1,204,255
133 1/1/2036 $ 1,204,255 $ 5,000 $ 10,077 $ 1,219,332
134 2/1/2036 $ 1,219,332 $ 5,000 $ 10,203 $ 1,234,535
135 3/1/2036 $ 1,234,535 $ 5,000 $ 10,329 $ 1,249,864
136 4/1/2036 $ 1,249,864 $ 5,000 $ 10,457 $ 1,265,322
137 5/1/2036 $ 1,265,322 $ 5,000 $ 10,586 $ 1,280,908
138 6/1/2036 $ 1,280,908 $ 5,000 $ 10,716 $ 1,296,623
139 7/1/2036 $ 1,296,623 $ 5,000 $ 10,847 $ 1,312,470
140 8/1/2036 $ 1,312,470 $ 5,000 $ 10,979 $ 1,328,449
141 9/1/2036 $ 1,328,449 $ 5,000 $ 11,112 $ 1,344,561
142 10/1/2036 $ 1,344,561 $ 5,000 $ 11,246 $ 1,360,808
143 11/1/2036 $ 1,360,808 $ 5,000 $ 11,382 $ 1,377,189
144 12/1/2036 $ 1,377,189 $ 5,000 $ 11,518 $ 1,393,708
145 1/1/2037 $ 1,393,708 $ 5,000 $ 11,656 $ 1,410,364
146 2/1/2037 $ 1,410,364 $ 5,000 $ 11,795 $ 1,427,158
147 3/1/2037 $ 1,427,158 $ 5,000 $ 11,935 $ 1,444,093
148 4/1/2037 $ 1,444,093 $ 5,000 $ 12,076 $ 1,461,169
149 5/1/2037 $ 1,461,169 $ 5,000 $ 12,218 $ 1,478,387
150 6/1/2037 $ 1,478,387 $ 5,000 $ 12,362 $ 1,495,748
151 7/1/2037 $ 1,495,748 $ 5,000 $ 12,506 $ 1,513,255
152 8/1/2037 $ 1,513,255 $ 5,000 $ 12,652 $ 1,530,907
153 9/1/2037 $ 1,530,907 $ 5,000 $ 12,799 $ 1,548,706
154 10/1/2037 $ 1,548,706 $ 5,000 $ 12,948 $ 1,566,653
155 11/1/2037 $ 1,566,653 $ 5,000 $ 13,097 $ 1,584,751
156 12/1/2037 $ 1,584,751 $ 5,000 $ 13,248 $ 1,602,998
157 1/1/2038 $ 1,602,998 $ 5,000 $ 13,400 $ 1,621,398
158 2/1/2038 $ 1,621,398 $ 5,000 $ 13,553 $ 1,639,952
159 3/1/2038 $ 1,639,952 $ 5,000 $ 13,708 $ 1,658,660
160 4/1/2038 $ 1,658,660 $ 5,000 $ 13,864 $ 1,677,524
161 5/1/2038 $ 1,677,524 $ 5,000 $ 14,021 $ 1,696,545
162 6/1/2038 $ 1,696,545 $ 5,000 $ 14,180 $ 1,715,724
163 7/1/2038 $ 1,715,724 $ 5,000 $ 14,339 $ 1,735,063
164 8/1/2038 $ 1,735,063 $ 5,000 $ 14,501 $ 1,754,564
165 9/1/2038 $ 1,754,564 $ 5,000 $ 14,663 $ 1,774,227
166 10/1/2038 $ 1,774,227 $ 5,000 $ 14,827 $ 1,794,054
167 11/1/2038 $ 1,794,054 $ 5,000 $ 14,992 $ 1,814,046
168 12/1/2038 $ 1,814,046 $ 5,000 $ 15,159 $ 1,834,205
169 1/1/2039 $ 1,834,205 $ 5,000 $ 15,327 $ 1,854,531
170 2/1/2039 $ 1,854,531 $ 5,000 $ 15,496 $ 1,875,028
171 3/1/2039 $ 1,875,028 $ 5,000 $ 15,667 $ 1,895,694
172 4/1/2039 $ 1,895,694 $ 5,000 $ 15,839 $ 1,916,534
173 5/1/2039 $ 1,916,534 $ 5,000 $ 16,013 $ 1,937,546
174 6/1/2039 $ 1,937,546 $ 5,000 $ 16,188 $ 1,958,734
175 7/1/2039 $ 1,958,734 $ 5,000 $ 16,364 $ 1,980,099
176 8/1/2039 $ 1,980,099 $ 5,000 $ 16,542 $ 2,001,641
177 9/1/2039 $ 2,001,641 $ 5,000 $ 16,722 $ 2,023,363
178 10/1/2039 $ 2,023,363 $ 5,000 $ 16,903 $ 2,045,266
179 11/1/2039 $ 2,045,266 $ 5,000 $ 17,086 $ 2,067,352
180 12/1/2039 $ 2,067,352 $ 5,000 $ 17,270 $ 2,089,621
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