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Home / Calculators / Stock Average Calculator

Stock Average Calculator

Calculate your average buy price across multiple purchases of the same stock or mutual fund. Add as many tranches as you need — useful when averaging down or staggering entries.

🇮🇳All amounts in ₹ INR · India tax law · FY 2025–26

Purchase tranches

Buy price (₹)Quantity
Total shares
30
Total invested
₹2,600
Average buy price
86.67
Unrealised P&L (at last price)
-₹200 (-7.69%)

What is stock averaging?

When you buy the same stock or mutual fund multiple times at different prices, your effective cost is the weighted average of all purchase prices. This is called the average buy price or cost basis. It determines whether you're in profit or loss at any given market price.

The formula

Average price = Total invested ÷ Total shares

Averaging down vs averaging up

  • Averaging down — buying more as the price falls, lowering your average cost. Works if the business is fundamentally sound. Dangerous for fundamentally weak stocks or sectors in structural decline.
  • Averaging up (pyramiding) — adding more as the price rises on momentum. Increases exposure to a winning trade. Raises average cost but only after the position is already profitable.

Mutual fund NAV averaging

The same logic applies to mutual fund SIPs — each month you buy at a different NAV. The average NAV across all purchases is your effective cost per unit. At redemption, your gain = (exit NAV − avg NAV) × total units.

Not automatically. Averaging down makes sense when nothing has changed in the underlying business and the fall is market-driven, not fundamental. Averaging down into a broken business is a value trap.
Under FIFO rules for tax in India, the earliest-purchased units are treated as sold first. Your cost basis for each unit = its actual purchase price, not the average. Use the ITR capital gains schedule accordingly.
Yes — enter each SIP instalment as a separate tranche with its NAV and units purchased. The calculator gives your weighted-average NAV.

Want this number turned into a plan?

Stock Average Calculator answers the math. A stock average calculator number lives inside a goal — retirement, tuition, a house, freedom. Sulekha Sen can map it to yours.

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