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    Vaiiiii Investment Plan 22-23: Fixed AMT Stock Calculation

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    rathod
    The investment plan document outlines three investment options - mutual funds, stocks, and fixed asset stocks. It provides the monthly, yearly, and total amounts invested in each option as well as the expected returns. For stocks, it lists the monthly investments, share price, overall value, commission, and total for each month over a 12 month period. The total return on stocks after 12 months is projected to be 40.52%. It also includes tables projecting the growth of investments in fixed asset stocks and crypto currencies over time.

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    Vaiiiii Investment Plan 22-23: Fixed AMT Stock Calculation

    Uploaded by

    rathod
    12 views3 pages
    The investment plan document outlines three investment options - mutual funds, stocks, and fixed asset stocks. It provides the monthly, yearly, and total amounts invested in each option as well as the expected returns. For stocks, it lists the monthly investments, share price, overall value, commission, and total for each month over a 12 month period. The total return on stocks after 12 months is projected to be 40.52%. It also includes tables projecting the growth of investments in fixed asset stocks and crypto currencies over time.

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    Investment Plan

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    The investment plan document outlines three investment options - mutual funds, stocks, and fixed asset stocks. It provides the monthly, yearly, and total amounts invested in each option as well as the expected returns. For stocks, it lists the monthly investments, share price, overall value, commission, and total for each month over a 12 month period. The total return on stocks after 12 months is projected to be 40.52%. It also includes tables projecting the growth of investments in fixed asset stocks and crypto currencies over time.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    12 views3 pages

    Vaiiiii Investment Plan 22-23: Fixed AMT Stock Calculation

    Uploaded by

    rathod
    The investment plan document outlines three investment options - mutual funds, stocks, and fixed asset stocks. It provides the monthly, yearly, and total amounts invested in each option as well as the expected returns. For stocks, it lists the monthly investments, share price, overall value, commission, and total for each month over a 12 month period. The total return on stocks after 12 months is projected to be 40.52%. It also includes tables projecting the growth of investments in fixed asset stocks and crypto currencies over time.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    of 3

    VAIIIII INVESTMENT PLAN 2

    INVESTMENT PLANS Fixed AMT Stock Calculation


    Mutual Fund Stocks FAS Total
    Monthly 500 500 1000 Month Invest
    Yearly 6000 6000 400 12000 March 400
    Return in % 25% 40.52% 10.38% 33.10% April 410
    Profit 1500 2431.06 41.53 3972.5898 May 420.25
    Total 7500 8431.06 41.53 15972.59 June 430.7563

    TOTAL 4 400

    Mutual Fund

    Month SIP %cent Profit Total


    TOTAL 12 6000 25% 1500 7500
    III INVESTMENT PLAN 22-23

    Fixed AMT Stock Calculation Stock Calculation

    %cent Profit Total Month SIP Invest %cent Profit Total


    2.50% 10 410 July 500 541.53 5% 27.08 568.60
    2.50% 10.25 420.25 Aug 500 1068.60 5% 53.43 1122.03
    2.50% 10.50625 430.756 Sept 500 1622.03 5% 81.10 1703.13
    2.50% 10.76891 441.525 Oct 500 2203.13 5% 110.16 2313.29
    Nov 500 2813.29 5% 140.66 2953.95
    10.38% 41.52516 41.5252 Dec 500 3453.95 5% 172.70 3626.65
    Jan 500 4126.65 5% 206.33 4332.98
    Feb 500 4832.98 5% 241.65 5074.63
    March 500 5574.63 5% 278.73 5853.37
    April 500 6353.37 5% 317.67 6671.03
    May 500 7171.03 5% 358.55 7529.59
    June 500 8029.59 5% 401.48 8431.06
    Balance 41.53
    TOTAL 12 6000 40.52% 2431.06 8431.06
    CYRPTO

    Matic
    Share Price OV Comm Total
    8 129.9 1039.2 2.0784 1041.278 2.08 1040
    2 127.465 254.93 0.5099 255.4399 0.52 260
    1 125.9 125.9 0.2518 126.1518 0.26 130
    1 122.752 122.752 0.2455 122.9975
    1 122.651 122.651 0.2453 122.8963
    1 122.652 122.652 0.2453 122.8973
    2 122.1 244.2 0.4884 244.6884
    1 120.9 120.9 0.2418 121.1418 2.86 1430
    1 120.806 120.806 0.2416 121.0476

    18 123.9029 2273.991 4.5480 2278.539


    sia

    1057.106 0.945 998.9654 1.9979 1000.963


    650 0.778 505.7 1.0114 506.7114
    207 0.72 149.04 0.29808 149.3381

    1932.106 31.58647 3927.696 7.8554 3935.552

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