Stock Investment Calculator

Single Stock
Portfolio
Dividend
DCA Strategy
Stock Comparison
Options
Investment Amount (₹) 1,00,000
Buy Price (₹) 1,500
Sell Price (₹) 2,000
Holding Period (Years) 5
Dividend Yield (%) 2.5
Single Stock Investment
₹1,66,667
Profit/Loss
₹66,667
Return Percentage
66.67%
Annualized Return
10.76%
Total Dividends
₹12,500
Performance Metrics
Future Projection
Metric Value Description
Shares Purchased 66.67 Number of shares bought
CAGR 10.76% Compound Annual Growth Rate
Total Return 79,167 Profit + Dividends
ROI 79.17% Return on Investment
5-Year Projection
₹1,66,667
10-Year Projection
₹2,77,778
15-Year Projection
₹4,63,000
20-Year Projection
₹7,71,600

Note: Projections assume same growth rate and dividend yield.

Stock Investment Insights

Understanding Stock Returns

Stock returns come from two sources: capital appreciation (price increase) and dividends. Calculating your potential returns helps in making informed investment decisions and comparing different investment opportunities.

Key Metrics Explained

CAGR (Compound Annual Growth Rate): The mean annual growth rate of an investment over a specified period longer than one year.
ROI (Return on Investment): A performance measure used to evaluate the efficiency of an investment.
Dividend Yield: A financial ratio that shows how much a company pays out in dividends each year relative to its stock price.

Investment Strategies

  • Value Investing: Buying undervalued stocks with strong fundamentals
  • Growth Investing: Focusing on companies with strong growth potential
  • Dividend Investing: Prioritizing stocks with consistent dividend payments
  • Dollar-Cost Averaging: Investing fixed amounts regularly regardless of price

Risk Management Tips

  • Diversify across sectors and market caps
  • Set stop-loss orders to limit losses
  • Research company fundamentals before investing
  • Consider your investment horizon and risk tolerance