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2. Calculating Expected Return for a Mutual Fund: To calculate the expected return for a mutual fund in Excel, enter the following formula: =AVERAGE(returns) Replacereturnswith the range of historical returns for the mutual fund. 3. Calculating Expected Return for a Bond: If you want to calc...
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Rate of return (ROR) is the same thing as return on investment (ROI), and you can use the same formula (or the same calculator above) to calculate it. The main difference is that people include the amount of time that’s gone by when thinking and talking about rate of return. For e...
2. Calculate your investing budget Thinking about your budget in two ways can help determine how to proceed: How much do mutual funds cost? One appealing thing about mutual funds is that once you meet the minimum investment amount, you can often choose how much money you’d like to invest...
XIRR is especially useful for calculating returns on Mutual Fund SIP investments. You can easily use the XIRR function in Excel to calculate Mutual Fund returns. When youinvest in Mutual Fundschemes, you typically do so with the intention of earning returns and capital appreciation. You can use...
You can use the TDS Calculator to calculate the tax deducted at source on dividend income earned through mutual funds. Taxation on Mutual Fund Capital Gains The tax on mutual fund capital gains depends on the type of mutual fund scheme you are invested in and how long you have held the uni...
How to Calculate Expected Return With Beta & Market Risk Premiums Image Credit:stocksnapper/iStock/GettyImages You can use thecapital asset pricing model, or CAPM, to estimate the return on an asset -- such as a stock, bond, mutual fund or portfolio of investments -- by examining the asse...
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