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Investment Details Investment Summary

Currency Symbol Dollar ($) No. of Systematic Installments 240
Initial Investment $ 0 No. of Extra Investments
Systematic 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
Adjusted 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

- -
2025

2026

2027

2028

2029

2030

2031

2032

2033

2034
Serial Investment Starting Regular Extra Interest Earned
Ending Balance
No. Date Balance Investment Investment On 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 Earned
Ending Balance
No. Date Balance Investment Investment On 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 Earned
Ending Balance
No. Date Balance Investment Investment On 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 Earned
Ending Balance
No. Date Balance Investment Investment On 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
Serial Investment Starting Regular Extra Interest Earned
Ending Balance
No. Date Balance Investment Investment On Investment
181 1/1/2040 $ 2,089,621 $ 5,000 $ 17,455 $ 2,112,077
182 2/1/2040 $ 2,112,077 $ 5,000 $ 17,642 $ 2,134,719
183 3/1/2040 $ 2,134,719 $ 5,000 $ 17,831 $ 2,157,550
184 4/1/2040 $ 2,157,550 $ 5,000 $ 18,021 $ 2,180,571
185 5/1/2040 $ 2,180,571 $ 5,000 $ 18,213 $ 2,203,784
186 6/1/2040 $ 2,203,784 $ 5,000 $ 18,407 $ 2,227,191
187 7/1/2040 $ 2,227,191 $ 5,000 $ 18,602 $ 2,250,792
188 8/1/2040 $ 2,250,792 $ 5,000 $ 18,798 $ 2,274,591
189 9/1/2040 $ 2,274,591 $ 5,000 $ 18,997 $ 2,298,587
190 10/1/2040 $ 2,298,587 $ 5,000 $ 19,197 $ 2,322,784
191 11/1/2040 $ 2,322,784 $ 5,000 $ 19,398 $ 2,347,182
192 12/1/2040 $ 2,347,182 $ 5,000 $ 19,602 $ 2,371,783
193 1/1/2041 $ 2,371,783 $ 5,000 $ 19,807 $ 2,396,590
194 2/1/2041 $ 2,396,590 $ 5,000 $ 20,013 $ 2,421,603
195 3/1/2041 $ 2,421,603 $ 5,000 $ 20,222 $ 2,446,825
196 4/1/2041 $ 2,446,825 $ 5,000 $ 20,432 $ 2,472,257
197 5/1/2041 $ 2,472,257 $ 5,000 $ 20,644 $ 2,497,901
198 6/1/2041 $ 2,497,901 $ 5,000 $ 20,858 $ 2,523,758
199 7/1/2041 $ 2,523,758 $ 5,000 $ 21,073 $ 2,549,831
200 8/1/2041 $ 2,549,831 $ 5,000 $ 21,290 $ 2,576,121
201 9/1/2041 $ 2,576,121 $ 5,000 $ 21,509 $ 2,602,631
202 10/1/2041 $ 2,602,631 $ 5,000 $ 21,730 $ 2,629,361
203 11/1/2041 $ 2,629,361 $ 5,000 $ 21,953 $ 2,656,314
204 12/1/2041 $ 2,656,314 $ 5,000 $ 22,178 $ 2,683,492
205 1/1/2042 $ 2,683,492 $ 5,000 $ 22,404 $ 2,710,896
206 2/1/2042 $ 2,710,896 $ 5,000 $ 22,632 $ 2,738,528
207 3/1/2042 $ 2,738,528 $ 5,000 $ 22,863 $ 2,766,391
208 4/1/2042 $ 2,766,391 $ 5,000 $ 23,095 $ 2,794,486
209 5/1/2042 $ 2,794,486 $ 5,000 $ 23,329 $ 2,822,815
210 6/1/2042 $ 2,822,815 $ 5,000 $ 23,565 $ 2,851,380
211 7/1/2042 $ 2,851,380 $ 5,000 $ 23,803 $ 2,880,183
212 8/1/2042 $ 2,880,183 $ 5,000 $ 24,043 $ 2,909,226
213 9/1/2042 $ 2,909,226 $ 5,000 $ 24,285 $ 2,938,511
214 10/1/2042 $ 2,938,511 $ 5,000 $ 24,529 $ 2,968,041
215 11/1/2042 $ 2,968,041 $ 5,000 $ 24,775 $ 2,997,816
216 12/1/2042 $ 2,997,816 $ 5,000 $ 25,023 $ 3,027,840
217 1/1/2043 $ 3,027,840 $ 5,000 $ 25,274 $ 3,058,113
218 2/1/2043 $ 3,058,113 $ 5,000 $ 25,526 $ 3,088,639
219 3/1/2043 $ 3,088,639 $ 5,000 $ 25,780 $ 3,119,419
220 4/1/2043 $ 3,119,419 $ 5,000 $ 26,037 $ 3,150,456
221 5/1/2043 $ 3,150,456 $ 5,000 $ 26,295 $ 3,181,752
222 6/1/2043 $ 3,181,752 $ 5,000 $ 26,556 $ 3,213,308
223 7/1/2043 $ 3,213,308 $ 5,000 $ 26,819 $ 3,245,127
224 8/1/2043 $ 3,245,127 $ 5,000 $ 27,084 $ 3,277,212
225 9/1/2043 $ 3,277,212 $ 5,000 $ 27,352 $ 3,309,563
226 10/1/2043 $ 3,309,563 $ 5,000 $ 27,621 $ 3,342,185
227 11/1/2043 $ 3,342,185 $ 5,000 $ 27,893 $ 3,375,078
228 12/1/2043 $ 3,375,078 $ 5,000 $ 28,167 $ 3,408,245
229 1/1/2044 $ 3,408,245 $ 5,000 $ 28,444 $ 3,441,689
230 2/1/2044 $ 3,441,689 $ 5,000 $ 28,722 $ 3,475,411
231 3/1/2044 $ 3,475,411 $ 5,000 $ 29,003 $ 3,509,415
232 4/1/2044 $ 3,509,415 $ 5,000 $ 29,287 $ 3,543,702
233 5/1/2044 $ 3,543,702 $ 5,000 $ 29,573 $ 3,578,274
Serial Investment Starting Regular Extra Interest Earned
Ending Balance
No. Date Balance Investment Investment On Investment
234 6/1/2044 $ 3,578,274 $ 5,000 $ 29,861 $ 3,613,135
235 7/1/2044 $ 3,613,135 $ 5,000 $ 30,151 $ 3,648,286
236 8/1/2044 $ 3,648,286 $ 5,000 $ 30,444 $ 3,683,730
237 9/1/2044 $ 3,683,730 $ 5,000 $ 30,739 $ 3,719,469
238 10/1/2044 $ 3,719,469 $ 5,000 $ 31,037 $ 3,755,507
239 11/1/2044 $ 3,755,507 $ 5,000 $ 31,338 $ 3,791,844
240 12/1/2044 $ 3,791,844 $ 5,000 $ 31,640 $ 3,828,485
Serial Investment Starting Regular Extra Interest Earned
Ending Balance
No. Date Balance Investment Investment On Investment
Serial Investment Starting Regular Extra Interest Earned
Ending Balance
No. Date Balance Investment Investment On Investment