Stock Return & Capital Gain Calculator
Calculate the total financial return from buying and selling stock shares, combining share price capital appreciation, dividend income, and brokerage commissions.
Sensitivity Analysis
Evaluate how variations in key operational drivers impact Total Net Return (%).
| Sensitivity Case | Assumption Shift | Driver Value | Total Net Return (%) | Impact vs Base |
|---|
Formula & Methodology
Total Return (%) = ((Sale Value - Buy Value + Dividends - Commissions) / Buy Value) * 100Buy PriceInitial price paid per share.
Sell PriceExecution price at liquidation.
SharesQuantity of stock shares traded.
DividendsCumulative cash dividends collected per share.
Practical Worked Example
An investor buys 100 shares of Reliance at Rs 1,500, receives Rs 50/share in dividends, and sells at Rs 2,200 with Rs 100 brokerage fee.
Interpretation & Industry Benchmarks
Total stock return measures the aggregate economic value delivered to equity investors.
Beats benchmark stock index averages.
Industry Nuance: Remember to account for capital gains taxes (Short Term vs Long Term Capital Gains tax rates).
Analytical Limitations
- Does not calculate securities transaction tax (STT) unless entered into the commission field.
Frequently Asked Questions
What is the formula for stock capital gain?
Capital Gain = (Selling Price − Purchase Price) × Number of Shares.