How to Use Excel to Track SIP (Systematic Investment Plan) Returns How to Use Excel to Track SIP (Systematic Investment Plan) Returns If you invest regularly through SIPs (Systematic Investment Plans), tracking them manually can be messy—unless you use Excel smartly. Here’s how to build your own SIP tracker. 📥 Step 1: Structure Your Table Create columns like: Date Amount Invested NAV (Net Asset Value) Units Purchased Total Units Current NAV Portfolio Value Returns % 🧮 Step 2: Use Basic Formulas Units = Amount / NAV Total Value = Total Units × Current NAV Return% = (Current Value - Total Investment) / Investment × 100 📊 Step 3: Add Visualization Insert a line chart or bar chart to show your SIP growth over time. You can compare multiple funds too. 📌 Tips Use Data Validation to keep fund names and NAV updates clean. Update NAV manually weekly or link with...