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Portfolio Return Calculator Online

Portfolio Return Calculator

Helps you know your portfolio's future valuation, consisting of various instruments such as stocks, Mutual Funds, Fixed Deposits, Bonds, Alternative Investments, Gold etc

Time period of the Investment

Investment Instruments
Investment Amount
Investment Allocation
Expected return on Investment

Equity Mutual Fund
Investment Amount
Investment Allocation
8.77
Expected return on Investment
%

Debt Mutual Fund/Fixed Deposits/NCDs
Investment Amount
Investment Allocation
10.53
Expected return on Investment
%

PMS / Alternate Investments
Investment Amount
Investment Allocation
52.63
Expected return on Investment
%

Fixed Income Instruments (FDs/Bonds/NCDs,etc)
Investment Amount
Investment Allocation
8.77
Expected return on Investment
%

Gold (Paper/Physical)
Investment Amount
Investment Allocation
1.75
Expected return on Investment
%

Others
Investment Amount
Investment Allocation
17.54
Expected return on Investment
%

Future Value of your Investment ₹97,98,438
Expected Return on your Investment 11.44%

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FAQs on Portfolio Return Calculator

What is Portfolio Return Calculator?

The Portfolio Return calculator helps you know your portfolio's future valuation, consisting of various instruments such as stocks, Mutual Funds (Debt / Equity), Fixed Deposits, Non-convertible Debentures, PMS, Gold etc.

How to use Portfolio Return Calculator?

To calculate the future value of your financial portfolio and the average expected rate of return on your portfolio of investments, you must consider the following variables.

Your portfolio valuation bifurcated into various investment instruments
The expected rate of return on various elements of your portfolio
The investment horizon

This way, you can estimate the future value of your portfolio and the expected rate of return on your investments.

Benefits of Portfolio Return Calculator

An investment calculator is a tool that helps you figure out the returns you can collect when you park your funds in various investments. With the calculator, get a clear picture of your financial position and returns on your investments years down the line.