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How to calculate returns of an Systematic Investment Plan (SIP) ?


I know the returns are variable but, is there any excel sheet or calculator to do this?

every day u have to get the following information's
1) nav
2)Units balance available
with this two u can calculate the current value..
then u require the amount invested.
calculate the difference between current value and amount invested.
The answer is ur profit.
to convert in to percentage , Profit/ amount invested multiply 100 gives u in percentage.
This kind of calculation can be perform in Ms excel.
It is quite interesting i am doing it daily and see how my fund is preforming
try it and best of luck

There is an Excel sheet at the URL below for a 40-year investment plan. Put in your age, current investment level, annual principal addition, ROI, and an inflation rate and it will tell you what kind of actual spending power you can expect in the future.

Good luck!

Try this calculator, http://www.njwealthadvisors.com/performa... This has helped me very much in planning my investments.

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