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CAGR 8.20%
CAGR 8.20%
the interest is calculated !
Use this calculator to find out the performance of your mutual fund SIP for any number of months
Best used for ongoing SIPs with no withdrawals made (see notes below)
If you have made lumpsum investments in the same fund then you can use this calculator
only if you can deduct the present value of those lumpsum investments
Enter data only in green cells
Monthly SIP amount 1000
Duration in months 36 Use the entire duration of your SIP for a start*
Present value 47,927.79 or value at end of above duration*
When investment are made 1 Choose '1' if SIP occurs at month beginning and '0' if SIP oc
Compound monthly growth rate 1.49% This is the value you will get if you had used Excels 'IRR' fu
Compound Annualised Growth Rate 19.48% Correct value
Compound Annualised Growth Rate 17.93% Incorrect value usually assumed
Make sure data entered is accurate as CAGR can vary a lot. If you get +/- 100 % and you are sure
about the data entered then the CAGR is either > +100% or < -100%!!
The calculation assumes the SIP is made the end of each month
* If you choose a set of months in the middle of your SIP tenure then you can must know
the value of those investments at the end of the period you seek
For example in a 36 month SIP if you need to know the CAGR between the 10th SIP and 20th SIP
The durartion will be 11 months. The 'present value' has to be the value of these 11 investments
at the end of the 11th investment or 20th SIP
** 1st 10 days can be taken as 'month beginning' and last 10 days as 'month end' approximately.
If the SIP occurs in the middle 10 days then it does not matter which option you choose!
ber of months
vestments
oximately.