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.
PL.HEP ME
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