Mutual Fund Returns Calculator
See both the absolute return and the annualised return (CAGR) of a lump-sum mutual fund investment.
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What is the Mutual Fund Returns Calculator?
A mutual fund returns calculator shows how a lump-sum investment has performed two ways at once: the total absolute return (how much it's grown overall) and the annualised CAGR (what that growth works out to per year). Showing both matters because a large absolute return over 10 years looks very different once annualised compared to the same absolute return over 2 years.
How to Calculate
Enter the amount you invested, its current value, and how long you've held it. Absolute return is (current − invested) ÷ invested × 100; CAGR is (current ÷ invested) raised to the power of (1 ÷ years), minus 1 — the same underlying formula used by the standalone CAGR calculator, presented here alongside the simpler absolute-return figure for a mutual fund holding specifically.
Formula
CAGR = (current ÷ invested)^(1/years) − 1
How to Use
- Enter your details in the fields above.
- The result updates instantly as you type.
- Use Copy, Print or Download PDF to save your result.