• Price of a unit of a scheme
  • Not ‘gross’, because the costs have been removed from the price. You get the net value in hand

Example

  • 100 investors.
  • Each has invested Rs 1000 in the fund
  • Each bought a unit for the price of Rs 10 - each investor holds 100 units
  • Total invested value of the fund: Rs 1 lakh
  • A year later, the mutual fund becomes worth Rs 1.5 lakh giving a profit of Rs 50,000
  • Assume that the fund costs are Rs 10,000, then the net profit is Rs 40,000
  • Thus, the NAV becomes Rs 14 from Rs 10.
  • Multiplying the NAV with the number of units in the fund gives your fund return. In this case, each investor’s invested value increases from Rs 1000 to Rs 1400.

Sources