Mutual Fund Returns

Calculate absolute and annualized returns on your MF investments.

Initial Value

₹

Final Value

₹

Time Period (Years)

Yrs

CAGR (%)

4.69%

Initial Value

₹1,00,000

Total Gain

₹1,50,000

Portfolio Mix

Invested

Returns

Growth Curve

Growth rate calculated based on input

An investment that grows from ₹1,00,000 to ₹2,50,000 over 20 years has a Compound Annual Growth Rate (CAGR) of 4.69%. The total absolute gain is ₹1,50,000.

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How it works

Calculates how much your mutual fund investment has grown based on buy and sell NAV.

The formula

Return = ((Current Value - Invested) / Invested) * 100

IV: Invested Value
CV: Current Value

Worked example

₹50,000 invested becoming ₹75,000 in 2 years.

Pro tips

Focus on long-term annualized returns.

Common mistakes

Getting distracted by short-term absolute gains.

Go deeper

Related lessons

Mutual Funds Explained

Concepts to explore

NAV and returns

Institutional grade calculations are illustrative and for educational wealth architecture. Results do not constitute investment advice.