Quick Calcs >> Portfolio Churn Calc
How Portfolio Churn Hurts...

Many a times, for various reasons, you are tempted to shift your investments from one fund to another. While doing so you ignore one important fact – every redemption and subsequent reinvestment costs you in terms of either exit loads or entry loads or both. In this Quick Calc, we help you quantify this loss from ‘churning’.

 Portfolio Churn Calc
 Load (Includes Entry and Exit Load)   %
 Expected Annual Return   %
 Initial Investment   Rs
 Tenure   Yrs
 
   Option A  Option B*
 Maturity Value   Rs   Rs
 Return (Compounded Annual Growth Rate - CAGR)   %   %
 Savings (on account of no churn)   Rs
 Savings as % of Initial Investment   %

* In Option B, it is assumed that the portfolio is churned once every year. Tax implications arise every time you churn. This has not been considered while calculating the return. For investment solutions, click here!

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