Stock Investment Calculator

Calculate your stock investment value, capital gain, dividend income, total return, ROI and annualized CAGR.

01 Stock Investment Details

Purchase Price Per Share

₹

Current / Selling Price Per Share

₹

Number of Shares

Holding Period (years)

02 Dividends & Costs

Total Dividends Received (total ₹)

₹

Brokerage & Transaction Charges (total ₹)

₹

Additional Investments (total ₹)

₹

Other Investment Costs (total ₹)

₹

Current Portfolio Value

₹0

Net profit: ₹0

TOTAL INVESTED

₹0

TOTAL RETURN

CAGR

CAPITAL GAIN

₹0

Price Return

Return generated from the change in stock price.

Dividend Return

Return contributed by dividends received during the holding period.

Stock Investment Breakdown

Purchase price / share ₹0

Current / selling price ₹0

Number of shares 0

Initial stock investment ₹0

Additional investments ₹0

Total investment costs ₹0

Total amount invested ₹0

Current stock value ₹0

Capital gain / loss ₹0

Dividends received ₹0

Net profit ₹0

Your Investment Insight

Your stock investment generated a positive return.

How this calculator works: Price return is based on the change between your purchase and current/selling price. Total return also includes dividends and accounts for the costs entered above. CAGR represents the approximate annualized return over the holding period. Actual stock returns can differ because of taxes, corporate actions, transaction costs, dividend timing and other factors.

Stock Return Formula

Capital gain = (Selling Price − Purchase Price) × Shares. Total return also considers dividends and investment costs. This gives a more complete picture than looking only at the stock price increase.

Why CAGR Matters

CAGR converts the overall growth of an investment into an approximate annualized rate. It can make it easier to compare investments held for different periods.