Mutual Fund Returns Calculator
See both the absolute return and the annualised return (CAGR) of a lump-sum mutual fund investment.
Show solution steps
Ready to start investing?
Partner offers
Open a free Demat & trading account
Start SIPs and buy mutual funds online in minutes.
Open free account →
Invest in top mutual funds
Zero-commission direct plans from leading AMCs.
Explore funds →
We may earn a commission if you sign up through these links, at no extra cost to you.
What is the Mutual Fund Returns Calculator?
A mutual fund returns calculator shows how much your investment has grown — both as a total percentage (absolute return) and per year (CAGR).
How to Calculate
Absolute return = (current − invested) ÷ invested × 100. CAGR = (current ÷ invested)^(1/years) − 1.
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.
Frequently Asked Questions
Absolute return vs CAGR?
Absolute return is the total growth regardless of time; CAGR annualises it, letting you fairly compare investments held for different periods.
Was this calculator helpful?
Thanks for your feedback!