Asset Class Annual Expected Return Risk Profile Invested Amount

Equity 18% High 7,00,000

Equity MF 15% Moderate-High SIP- 15,000
Balanced MF 12% Moderate-High SIP- 15,000

Stock Investment
Name Amount Name Amount
Mahindra &
Reliance Industries 90000 Mahindra 40000
Axis Bank 50000 Tata Motors 40000
ICICI Bank 50000 Cipla 30000
Bank of India 30000 Ranbaxy 40000
Bank of Borada 30000 Apollo 50000
Lasren & Turbo 50000 Infosys 50000
Alfa Lava 30000 TCS 50000
Cain India 30000 Power Grid 40000
 Return at the
end of 20 Years
1 Crore 71 Lakh 1.91
2 Crore 62 Lakh 1.82
1 Crore 82 Lakh 1.27
5
Eqity Return@20% Balanced Mutual Fund@15%
500000 Monthly Invested Yearly Investment End of The year return
19168799.9622374 15000 180000 180000
180000 207000
180000 445050
180000 718807.5
180000 1033628.63
180000 1395672.92
180000 1812023.86
180000 2290827.44
180000 2841451.55
180000 3474669.28
180000 4202869.68
180000 5040300.13
180000 6003345.15
180000 7110846.92
180000 8384474
180000 9849145
180000 11533517
180000 13470544
180000 15698126
180000 18259845
 Equity Mutual Fund@18%
Monthly Invested Yearly Investment End of The year return
15000 180000 180000
180000 212400
180000 463032
180000 758777.76
180000 1107757.7568
180000 1519554.153024
180000 2005473.90056832
180000 2578859.20267062
180000 3255453.85915133
180000 4053835.55379857
180000 4995925.95348231
180000 6107592.62510913
180000 7419359.29762877
180000 8967243.97120195
180000 10793747.8860183
180000 12949022.5055016
180000 15492246.5564919
180000 18493250.9366604
180000 22034436.1052593
180000 26213034.604206