The job
You want: “If I had invested ₹1,00,000 when the share was ₹200, and the price is ₹3,289 today, what would I hold?”
That is not the same as typing start value / end value into a CAGR calculator. You need share count first.
Open the Stock Investment Return Calculator.
Formulae (v1)
- Shares = floor(amount invested ÷ buy price)
- Amount used = shares × buy price
Leftover cash = amount invested − amount used - Market value = shares × current price
- P/L ₹ = market value − amount used
P/L % = (market value − amount used) ÷ amount used × 100 - CAGR (optional) = (market value ÷ amount used)^(1 / years) − 1
when buy date and as-of date are both set
Worked sample (illustrative)
| Input | Value |
|---|---|
| Buy price | ₹200 |
| Amount | ₹1,00,000 |
| Current price | ₹3,289 |
→ 500 shares, leftover ₹0, market value ₹16,44,500, P/L ₹15,44,500 (~1544.5%).
This is educational math with pasted prices — not a recommendation for any ticker.
When to use CAGR instead
If you already know the portfolio start and end values (or NAV-based fund values) and only want annualised return, use the Stock CAGR Calculator.
Next steps
- Tax after a sale → Capital Gains Calculator
- Income from DPS → Dividend Yield Calculator
- Cluster hub → India Equity Ops