GOALS, RETURNS, AND HOUSEHOLD RESERVES
Mutual Fund Return Calculator
Compare invested amount with current value and calculate absolute return plus annualised growth over a period.
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Your result
Ready when you are.
Enter your values and choose Calculate. Your inputs stay on this device.
How it works
Absolute return = (current − invested) ÷ invested. CAGR = (current ÷ invested)^(1 ÷ years) − 1.
Assumptions and limits
Assumes one investment and one ending value. Multiple cash flows, dividends, tax, loads, fees, and volatility require a different return method.
About this calculator
The result separates absolute gain from annualised CAGR so a rupee profit is not confused with a comparable yearly rate.
What this tool helps you check
Separate absolute gain from CAGR for one opening and one ending value while explaining when XIRR is needed.
How to use it
- Review the formula and assumptions shown for this mutual fund return calculator.
- Enter invested value, current value, and elapsed years for one comparable period.
- Calculate and compare gain, absolute return, and CAGR.
- Use XIRR for multiple cash flows and verify values and charges in the fund statement.
Source and update
Last reviewed: 2026-08-22
SEBI Investor — calculators and investor educationFrequently asked questions
What does this mutual fund return calculator calculate?
The result separates absolute gain from annualised CAGR so a rupee profit is not confused with a comparable yearly rate.
How should I interpret the result?
Compare gain, absolute return, and CAGR. The result changes whenever an input or assumption changes.
Is the result official or guaranteed?
Use XIRR for multiple cash flows and verify values and charges in the fund statement.
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