Calculate returns(Dividend + Present Valuation) from Mutliple Amt SIP (Systematic Investment Plan)

I am investing in few Mutual Fund for quite a time. I started investing from 2007 to 2012 through agent and then directly, My MF Investment is still active I want to know exact returns(Including Dividends received) i.e. Returns(Dividend + Present Valuation) . Also I started with Rs 1000/ month, then few months later I changed it to 1500/month again I changed to 2000/month and So on. So How do I calculate?

asked Aug 27 '14 at 14:22 by Amar S 112

As amount would be distributed among different AMCs, it would be difficult to get a single view of everything.

Now you would need to get a only portfolio account and enter all purchase details there. It would be time consuming but one time effort.

Personally, I use a excel based tool for same. You can use a similar too: Automated Mutual Fund tracker

answered Aug 27 '14 at 14:34 by Pankaj Batra 5.2k320


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Asked: Aug 27 '14 at 14:22

Seen: 2,454 times

Last updated: Aug 27 '14 at 14:34