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Wealth Creation Example

Rupees 1 Crore in Ten Years
(Rs. 100 Lakhs = Rs. 100,00,000)

Interested to create a corpus of 1 Crore by Year 2035. Various options are given below, including Step-Up SIP Options, at  5% or 10% per annum. 

10
Details
Savings
Insurance
BAF
Large Mid
Mid Cap
Small Cap
DE,UL,MC

YEAR
2035
2035
2035
2035
2035
2035
2035
Wealth Creation Goal of Rs. 1 Crore(s)

Expected Return on Investment
4%
6%
10%
12%
14%
15%
18%
1
One Time Investments
67,55,642
55,83,948
38,55,433
32,19,732
26,97,438
24,71,847
19,10,645
2
Monthly SIPs
67,946
61,250
49,638
44,636
40,114
38,020
32,354
3
Step Up SIP at 5%
54,878
49,850
40,996
37,124
33,590
31,943
27,443
4
Step Up SIP at 10%
43,957
40,221
33,414
30,591
27,865
26,586
23,060
5
Your Investments for 10 Years - SIP
81,53,494
73,50,046
59,56,588
53,56,285
48,13,626
45,62,422
38,82,489
6
Your Invst 10 Yrs with Step Up SIP of 5%
82,82,941
75,24,007
61,87,757
56,03,465
50,70,089
48,21,250
41,42,103
7
Your Invst 10 Yrs with Step Up SIP of 10%
84,06,778
76,92,203
63,90,295
58,50,628
53,29,288
50,84,469
44,10,193
8
Absolute Returns







9
Normal SIP
18,46,506
26,49,954
40,43,412
46,43,715
51,86,374
54,37,578
61,17,511
10
Step Up SIP at 5%
17,17,059
24,75,993
38,12,243
43,96,535
49,29,911
51,78,750
58,57,897
11
Step Up SIP at 10%
15,93,222
23,07,797
36,09,705
41,49,372
46,70,712
49,15,531
55,89,807
12
% Returns







13
Normal SIP
23%
36%
68%
87%
108%
119%
158%
14
Step Up SIP at 5%
21%
33%
62%
78%
97%
107%
141%
15
Step Up SIP at 10%
19%
30%
56%
71%
88%
97%
127%

Mutual Fund investments are subject to market risk. Read all scheme related documents. Assuming our GDP growth rate as 6% and inflation as 6%, we can expect 12% returns over long periods of time, based on historical performance.

RRR Tejas Private Limited (RRR Tejas)  is one of the emerging distributors of financial products and services.

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