Calculators Averaging Calculator
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Averaging Calculator

Calculate your new average price after buying additional shares at a different price. Add up to 5 tranches.

#
Buy Price (₹)
Quantity
Average Price (₹)
Total Quantity
Total Invested (₹)
Current Value (₹)
Unrealised P&L (₹)
Breakeven Price (₹)
Tranche Breakdown
Averaging Down vs Averaging Up

Averaging down (buying more as price falls) reduces your average cost but increases total exposure to a losing position. Use only for fundamentally strong stocks with a clear investment thesis — never for speculation or F&O.

Avg Price = Total Amount Invested ÷ Total Quantity Total Invested = Σ(Price × Quantity) for all tranches

Averaging up (buying more as price rises) is the professional approach — adding to winners, not losers. Trend followers always average up. Averaging down is a common cause of large losses when the fundamental thesis turns out to be wrong.

About This Calculator

The Averaging Calculator determines your new average purchase price after buying additional shares or contracts at a different price — a technique called averaging. When investors buy more shares as the price falls (averaging down) or as it rises (averaging up), their cost basis changes and this calculator shows exactly what the new average is, along with total capital deployed and unrealised P&L. Averaging is one of the most commonly used and most misunderstood strategies in NSE equity investing. Averaging down — buying more shares as a stock falls — can reduce your average price and lower the breakeven level, but it simultaneously increases your total exposure to a falling position. This strategy is appropriate only for fundamentally strong long-term stocks where the investor has conviction in the business, not for speculative trades or F&O positions. Averaging up — adding to a position as the price rises — is the approach used by professional momentum traders and fund managers. It adds capital to winning positions rather than losing ones, which is mathematically superior in trending markets.

Formula
Average Price = Total Amount Invested ÷ Total Shares Total Invested = Σ(Price × Quantity) across all tranches Unrealised P&L = (Current Market Price − Average Price) × Total Shares Breakeven Price = Average Price (need price above this to profit)
Worked Example
An investor buys Infosys in three tranches during a correction: Tranche 1: 100 shares at ₹1,600 = ₹1,60,000 Tranche 2: 150 shares at ₹1,450 = ₹2,17,500 Tranche 3: 100 shares at ₹1,380 = ₹1,38,000 Total invested = ₹5,15,500 Total shares = 350 Average price = ₹5,15,500 ÷ 350 = ₹1,472.86 If current price is ₹1,520: Unrealised P&L = (₹1,520 − ₹1,472.86) × 350 = ₹16,500 profit Breakeven was ₹1,472.86 — cleared after the third tranche.
Frequently Asked Questions