Stock Return Calculator

Calculate your stock investment returns including capital gains and dividend income. Analyze absolute and annualized returns with holding period.

Stock Return Calculator

About This Calculator

Stock investments can provide returns through two main sources: capital appreciation (price increase) and dividend income. Our calculator helps you analyze both components to understand your total returns.

The calculator computes both absolute returns (total percentage gain) and annualized returns (compound annual growth rate) to help you compare investments across different time periods.

Return Components:

  • Capital Gains: Profit from stock price appreciation
  • Dividend Income: Regular income from dividend payments
  • Total Returns: Combined capital gains and dividends

Return Metrics:

  • Absolute Return: Total percentage gain over holding period
  • Annualized Return: Compound annual growth rate (CAGR)
  • Dividend Yield: Annual dividend as percentage of investment

Investment Considerations:

  • Holding Period: Longer periods may qualify for LTCG tax benefits
  • Dividend Taxation: Dividends are taxable in investor's hands
  • Capital Gains Tax: STCG (15%) vs LTCG (10% above ₹1L)
  • Risk Assessment: Individual stocks carry higher risk than diversified funds

Features:

  • Capital gains and dividend income calculation
  • Absolute and annualized return metrics
  • Visual performance tracking
  • Yearly breakdown analysis
  • Comprehensive investment summary