CAGR Value Calculator

CAGR Value







Disclaimer:

This is only an illustration. This information is meant for general reference only and is not meant to serve as a professional guide.

Current Value of Investment
Current value of the Investment is the current amount you would like to invest.

Annual Rate of Return
Annual rate of return is the CAGR, compounded annual growth rate that you will make on your investment over the specified period of time.

Number of Years
Number of Years is the time horizon (in years) that you would like to invest for.

Future Value of Investment
Future Value of Investment is the future value of your current investment after the Number of Years you have invested at the Expected Annual Rate of Return.


Investment Amount Calculator

Investment Amount Calculator







Disclaimer:
This is only an illustration. This information is meant for general reference only and is not meant to serve as a professional guide.
The Post-tax Expected Rate of Return from your Investment assumes the following (as of 2017):

For an Equity Investment

    • For a Time Period less than 12 months, the capital gains tax is 15%
    • For a Time Period greater than 12 months, the capital gains tax is 0%

For a Debt Investment

    • For a Time Period less than 36 months, the capital gains tax is equal to the Income Tax Rate
    • For a Time Period greater than 36 months, the capital gains tax is 10% without indexation; or 20% with Indexation. (For the calculator it is assumed to be 10%)

 

Equity, in general, has given a pre-tax annual rate of return of approximately 12% – 15% over the last 10 years

Debt, in general, has given a pre-tax annual rate of return of approximately 7% – 8% over the last 10 years

 


Future Value Calculator

Future Value Calculator






Disclaimer:

This is only an illustration. This information is meant for general reference only and is not meant to serve as a professional guide.

Investment Period
Investment period is the time horizon you would like to invest for in months

Starting Amount
The lumpsum amount if any, you will be investing at the start of the investment period

Additional Investment
The additional amount you plan to invest every month if any till the end of investment period.

Annual Rate of Return (%)
The Expected Annual Rate of Return is the % return that you expect on your investment every year.

Future Value of Monthly Investments
Future Value of Monthly Investment is the value of your monthly investment at the end of the period you have invested at the Expected Annual Rate of Return.

Future Value of Starting Amount
Future Value of Starting Amount is the value of your current investment at the end of the period you have invested at the Expected Annual Rate of Return.

Total Future Value of Investment
Total Future Value of Investment is the Sum of future value of monthly investments and the future value of starting amount