Portfolio Return Calculation & Profit Sharing Fees


Portfolio returns calculated by different investment houses using various methods may not provide me with the actual returns. Instead of focusing on the return percentage, if we focus on the Expected Amount based on our return expectation, we can judge if the Portfolio Manager has been doing a fair job for us or not.

Below is the Dropbox link from which you may download the Calculator.

Also, Profit sharing fee calculation has also been included.

I believe, this will be beneficial to all investors who have invested with some PMS or Advisor; all investors who don’t understand the return numbers provided by any Fund house and want to understand the returns calculation on their own.

Request you to go through the excel file having 4 worksheets and kindly provide your feedback so as to improve the file, if required.

Best regards