Investment Performance Tool
Portfolio Return Calculator
Calculate your portfolio's total return, profit or loss,
annualized return, dividend income and estimated portfolio
growth over time.
Portfolio Details
Enter your investment amount, current portfolio value,
income and cash flows to estimate portfolio performance.
INVESTMENT DETAILS
ADDITIONAL CASH FLOWS
Additional money added to the portfolio after the initial investment.
Money withdrawn from the portfolio during the period.
INVESTMENT COSTS
FUTURE PROJECTION
Used to estimate future portfolio value in the projection table.
Total Portfolio Return
₹0
Estimated profit or loss including dividends,
after additional investments, withdrawals and costs.
Current Portfolio Value
₹0
Total Return
0%
Annualized Return (CAGR)
0%
Dividend Income
₹0
Your portfolio performance will appear here.
Portfolio Return Breakdown
Initial Investment
₹0
Additional Investments
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Withdrawals
₹0
Fees & Charges
₹0
Taxes / Other Costs
₹0
Dividends Received
₹0
Total Net Capital Invested
₹0
Total Portfolio Return
₹0
Future Portfolio Projection
This projection assumes the selected annual return continues in the future. It is an estimate and does not guarantee future results.
| Year | Starting Value | Estimated Growth | Estimated Value | Total Gain |
|---|
How this Portfolio Return Calculator works
Total portfolio return is estimated by comparing your current portfolio value and dividends with the money contributed, withdrawals and investment costs. CAGR estimates the annualized growth rate over the holding period. For portfolios with multiple deposits or withdrawals at different dates, an XIRR-style calculation using the actual transaction dates can provide a more precise annualized return.
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