@extends('layouts.frontend') @section('js_after') @endsection @section('content') @php $current_aum = $current_aum; $lumpsum_business_every_month = $lumpsum_business_every_month; $current_sip = $current_sip; $new_sip_every_month = $new_sip_every_month; $period = $period; $expected_rate_return = $expected_rate_return; $brokerage_rate = $brokerage_rate; $monthly_expected_rate_return = (1+$expected_rate_return/100)**(1/12)-1; $monthly_brokerage_rate = $brokerage_rate / 12; @endphp
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Current AUM & SIP + Monthly New Lumpsum & SIP
Current AUM : ₹ {{custome_money_format($current_aum)}} /-
Net Lumpsum Sales Every Month : ₹ {{custome_money_format($lumpsum_business_every_month)}} /-
Current SIP : ₹ {{custome_money_format($current_sip)}} /-
New SIP Every Month : ₹ {{custome_money_format($new_sip_every_month)}} /-
Rate of Return : {{$expected_rate_return?number_format($expected_rate_return, 2, '.', ''):0}} %
Trail Rate : {{$brokerage_rate?number_format($brokerage_rate, 2, '.', ''):0}} %
@php //sip calculation $sip_bom_value = $current_sip + $new_sip_every_month; //lumpsum calculation $lumpsum_bom_value = $current_aum + $lumpsum_business_every_month; $month_counter = 1; $cumulative_brokerage = 0; for ($i = 1; $i <= $period; $i++) { $total_brokerage_amount = 0; for ($j = 1; $j <= 12; $j++) { //sip $monthly_return = $sip_bom_value * $monthly_expected_rate_return; $sip_eom_value = $sip_bom_value + $monthly_return; $monthly_avg = ($sip_bom_value + $sip_eom_value)/2; $sip_brokerage_amount = ($monthly_avg * $monthly_brokerage_rate) / 100; //lumpsum $monthly_return = $lumpsum_bom_value * $monthly_expected_rate_return; $lumpsum_eom_value = $lumpsum_bom_value + $monthly_return; $monthly_avg = ($lumpsum_bom_value + $lumpsum_eom_value)/2; $lumpsum_brokerage_amount = ($monthly_avg * $monthly_brokerage_rate) / 100; $total_brokerage = $sip_brokerage_amount + $lumpsum_brokerage_amount; $total_brokerage_amount += $total_brokerage; $cumulative_brokerage += $total_brokerage; //new values sip $month_counter++; $sip_bom_value = $sip_eom_value + ($new_sip_every_month * $month_counter) + $current_sip; //new values lumpsum $lumpsum_bom_value = $lumpsum_eom_value + $lumpsum_business_every_month; } @endphp @php } @endphp
Year Annual Trail Cumulative Trail Lumpsum AUM EOY SIP AUM EOY Total AUM EOY
{{$i}} ₹ {{custome_money_format($total_brokerage_amount)}} ₹ {{custome_money_format($cumulative_brokerage)}} ₹ {{custome_money_format($lumpsum_eom_value)}} ₹ {{custome_money_format($sip_eom_value)}} ₹ {{custome_money_format($lumpsum_eom_value + $sip_eom_value)}}

* The above is for illustration purpose only. The actual figures may vary.
* It is assumed that the new Investment and SIP is started on the 1st day of the month.

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@endsection