RETURN ON MUTUAL FUNDS INVESTMENTS
This calculator will help you find out the returns your Mutual Funds investments have generated in the time period specified by you.
Enter the following details
| The scheme type : | |
| The scheme option : | |
| Date of purchase : | |
| Number of units you have purchased : | |
| Purchase cost per unit (entry NAV + entry load) (in Rs.) : | |
| Date of redemption/sell : | |
| Redemption/sell price per unit (exit NAV - exit load) (in Rs.) |
| Your redemption amount is Tax-Free | |
|---|---|
| The amount is Rs. | |
| Your annualized post-tax investment return is | % |
| The amount is Rs. | |
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The tax rate applicable to you is | |
| Tax payable on your capital gain is Rs. | |
| Your annualized post-tax investment return is |
You have no tax liability i.e. no tax is payable by you.
Enter the details of dividends received by you
| Date | Amount Rs. |
| The amount is Rs | |
| Your annualized post-tax investment return: | % |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
You have no tax liability i.e. no tax is payable by you.
Enter the details of dividends received by you
| Date | Cheque Amount Rs. |
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The amount is Rs. | |
| Tax rate applicable to you is: | % |
| Tax payable on your capital gain is Rs. | |
| Your annualized post-tax investment return | % |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
There is no tax liability on redemption of your original units.
Enter the details of dividends received by you.
| Date | Amount Rs. | NAV to convert dividends to units |
Units received | No of days from units recd to redemption |
Tax rate | Capital gain | Tax |
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The amount is Rs. | |
| Your annualized post-tax investment return: | |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
Enter the details of dividends received by you
| Date | Amount Rs. | NAV to convert dividends to units |
Units received | Tax rate | Capital gain | Tax |
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The amount is Rs. | |
| Your annualized post-tax investment return: |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
There is no tax liability on redemption of your original units.
Enter the details of Bonus received by you
| Date | Bonus Units Received |
No of days from units recd to redemption |
Tax rate | Capital gain | Tax |
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The amount is Rs. | |
| Your annualized post-tax investment return: |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
Enter the details of dividends received by you
| Date | Bonus Units Received |
No of days from units recd to redemption |
Tax rate | Capital gain | Tax |
| For orig uts |
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The amount is Rs. | |
| Your annualized post-tax investment return: | % |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The amount is Rs. | |
| Your annualized post-tax investment return: | % |
| Enter tax rate applicable to you : | % |
| The amount is Rs. : | |
| Tax payable on your capital gain is Rs. : | |
| Your annualized post-tax investment returns : | % |
Enter the details of dividends received by you
| Date | Amount Rs. |
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The amount is Rs. | |
| Your annualized post-tax investment return: | % |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
Enter the details of dividends received by you
| Date | Amount Rs. |
| Enter tax rate applicable to you : | % |
| The amount is Rs. : | |
| Tax payable on your capital gain is Rs. : | |
| Your annualized post-tax investment returns : | % |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
Enter the details of dividends received by you
| Date | Amount Rs. | NAV to convert dividends to units |
Units received | Gain amount |
| Enter tax rate applicable to you : | % |
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The amount is Rs. : | |
| Your annualized post-tax investment returns : | % |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
Enter the details of dividends received by you
| Date | Amount Rs. | NAV to convert dividends to units |
Units received | Tax rate | Capital gain | Tax |
| Enter tax rate applicable to you : | % |
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The amount is Rs. : | |
| Your annualized post-tax investment returns : | % |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
Enter the details of Bonus received by you
| Date | Units received | No of days from units recd to redemption |
Gain Amount |
| Enter tax rate applicable to you : | % |
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The amount is Rs. : | |
| Your annualized post-tax investment returns : | % |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
Enter the details of Bonus received by you
| Date | Bonus units received |
Tax rate | Capital gain | Tax |
| Enter tax rate applicable to you : | % |
| Is surcharge payable by you? (surcharge is payable if your total income exceeds Rs 10 lakh) |
|
| The amount is Rs. : | |
| Your annualized post-tax investment returns : | % |
Note: The Gains (amount) mentioned above is without considering the dividend income, but annualized return percentage is calculated including the dividend income. Please refer to your account statement for your investment details.
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