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Thread: Mutual Fund SIP Return calculation

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    Post Mutual Fund SIP Return calculation



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    I want to calculate CAGR return of mutual fund investment of Monthly SIP Scheme and CAGR for Whole portfolio having different mutual fund SIP like

    1)SIP not completed one full year (i.e eight month completed and continue)
    2)SIP > 1 Year (i.e - 3Yr 2 Month and continue)
    3)SIP invest up to 3.5 Year and STOP from last 1 Yr.
    SIP Monthly SIP Date START DT. STOP DT. INVEST MENT CURRENT VALUE CAGR ? (ANNNUAL RETURN)
    MF-X 15th 15-Mar-14 CONTINUE 8000 8500 ?
    MF-Y 20th 20-Aug-11 CONTINUE 32000 39800 ?
    MF-Z 10th 10-Apr-10 STOP ON 10-SEP-13 42000 52000 ?
    PORTFOLIO TOTAL 82000 100300 ?



    PL.HEP ME
    Attached Files Attached Files

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