SIP Returns - Future Value Calculation Formula

Monthly SIP Amt 1000

Duration (Month) 60
CAGR 16%

Future Value 92,249

Investment Amt 60,000

Net Gain 32,249

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Subject line - MF SIP Calculator

Lumsum Investment CAGR Returns Calculator

Investment 1-Nov-20 -25,000.00 Enter Investment value with minus sign

Valuation 18-Nov-22 32,344.00

CAGR 13.41%
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estment value with minus sign

 24 Month SIP CAGR Calculator Puneinvest.com

Sr No Date SIP Amt NAV Units

1 14 Dec 2020 999.95 92.4419 10.81706 Monthly SIP Amt 999.95
2 14 Jan 2021 999.95 98.2175 10.18098
3 15 Feb 2021 999.95 102.2461 9.779835 Today NAV 149.28
4 14 Mar 2021 999.95 104.7142 9.549326 Valuation Date 18-Nov-22
5 15 Apr 2021 999.95 108.1982 9.241836
6 14 May 2021 999.95 115.9441 8.624415 Investment Amt 23,999
7 14 Jun 2021 999.95 126.3492 7.914178 Bal Unit 184.8459
8 14 Jul 2021 999.95 133.7894 7.47406 Current Valuation 27,593.80
9 16 Aug 2021 999.95 131.162 7.623778 CAGR 15.11%
10 20 Sep 2021 999.95 142.9484 6.995181
11 14 Oct 2021 999.95 155.3291 6.437622 Net Profit 3,595.00
12 15 Nov 2021 999.95 153.3698 6.519862
13 14 Dec 2021 999.95 151.5487 6.598209
14 14 Jan 2022 999.95 159.2687 6.278384
15 14 Feb 2022 999.95 143.3005 6.977994
16 14 Mar 2022 999.95 139.2634 7.180279
17 18 Apr 2022 999.95 146.2327 6.838074
18 16 May 2022 999.95 129.6106 7.715033
19 14 Jun 2022 999.95 128.8109 7.76293
20 14 Jul 2022 999.95 133.2922 7.501939
21 16 Aug 2022 999.95 147.0586 6.79967
22 14 Sep 2022 999.95 151.3241 6.608002
23 14 Oct 2022 999.95 148.2557 6.744766
24 14 Nov 2022 999.95 149.6363 6.682536
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