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Future Value Calculator

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Arya Barge
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28 views3 pages

Future Value Calculator

Uploaded by

Arya Barge
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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Future Value of One Time One Time Investment

Future Va
Investment Required For Future Goal
One Time Investment 1,000,000 Target Future Value 17,000,064 SIP Amount (Per Mont
Investment Period (Yrs) 25 Investment Period (Yrs) 25 SIP Period (Yrs)
Growth Rate Assumed 12% Growth Rate Assumed 12% Growth Rate Assumed
Future Value 17,000,064 One Time Investment Reqd 1,000,000 Future Value of SIP

Lumpsum Investment Future Value o


SWP Calculator
Required for Target SWP S
Lumpsum Investment 5,000,000 SWP Amount Needed (PM) 20,000 SIP Amount (Per Mont
SWP Period (Yrs) 20 SWP Period (Yrs) 20 Limited SIP Period (Yrs)
Growth Rate Assumed 7% Growth Rate Assumed 7% Deferment Period (Yrs)
Balance Required at the End 5,000,000 Balance Required at the End 2,500,000 Growth Rate Assumed
SWP Amount Possible (PM) 28,271 Investment Required 3,269,188 Future Value

Onetime Reqd (SIP is known) SIP Reqd (One


Onetime + SIP Calculator to Achieve Target Future to Achieve T
Value Va
SIP Amount (Per Month) 10,000 Target Future Value 25,000,000 Target Future Value
Growth Rate Assumed 15% Investment Period (Yrs) 20 Investment Period (Yrs
Onetime Investment 500000 SIP Amount (Per Month) 5,000 Lumpsum Investment
Growth Rate Assumed 12% Expected Return (SIP) 15% Expected Return (Lump
Investment Period (Yrs) 20 Expected Return (Onetime) 15% Expected Return (SIP)
Future Value 18,093,881 Onetime Required 1,122,084 SIP Required (Per Mon
SIP Required for Target
Future Value of SIP
Future Value
SIP Amount (Per Month) 10,000 Target Future Value 5,000,000
SIP Period (Yrs) 25 SIP Period (Yrs) 20
Growth Rate Assumed 15% Growth Rate Assumed 15%
Future Value of SIP 27,565,608 SIP Required (Per Month) 3,768

Future Value of Limited Period Limited Period SIP For Future


SIP Goal
Masterstroke
SIP Amount (Per Month) 10,000 Target Amount 7,500,000
for

IFAs
Limited SIP Period (Yrs) 10 Limited SIP Period (Yrs) 10
Deferment Period (Yrs) 10 Deferment Period (Yrs) 10
Growth Rate Assumed 15% Growth Rate Assumed 15%
Future Value 10,640,553 SIP Amt. Reqd (Per Month) 7,049

SIP Reqd (Onetime is known)


Assumptions for all
to Achieve Target Future
Calculators
Value
Target Future Value 30,000,000
SIP is assumed on 1st Day of month
Investment Period (Yrs) 20
Lumpsum Investment 500,000
SWP is assumed last day of the month
Expected Return (Lumpsum) 15%
Expected Return (SIP) 15%
Returns assumed are compounded annualised
SIP Required (Per Month) 16,440
sterstroke
for

FAs

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