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What this calculator measures
Calculate the annualised growth rate between an invested amount and a current value.
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INVESTMENT CALCULATOR · FINANCE CALCULATOR INDIA
Mutual Fund Return Calculator
Use this mutual fund return calculator for a practical planning estimate.
- check_circleNo login
- check_circleUpdates instantly
- check_circleInputs stay in your browser
What you'll need
- editTotal invested₹
- editCurrent value₹
- editHolding periodyears
Your inputs
Results update as you type.
Annualised return
Absolute gain₹45,000
Use XIRR for multiple dated cash flows.
For information only; not financial, investment, tax, legal or credit advice.
KNOWLEDGE BANK · FINANCE CALCULATOR INDIA BY PAISASYNC
Understand the number before you act on it.
Calculate the annualised growth rate between an invested amount and a current value.
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Calculation method
It calculates CAGR: the current-value-to-invested-value ratio raised to the inverse holding period, minus one.
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How to use the result
Use XIRR instead when purchases, withdrawals or dividends happened on different dates.
calculateWORKED EXAMPLE
Test a realistic scenario
₹1 lakh growing to ₹1.45 lakh over three years produces an annualised return, not a prediction of the next three years.
Frequently asked questions
What does the mutual fund return calculator calculate?add
It calculates CAGR: the current-value-to-invested-value ratio raised to the inverse holding period, minus one.
What information should I enter?add
Use XIRR instead when purchases, withdrawals or dividends happened on different dates.
Can I rely on this for a final financial decision?add
Past return does not assure future performance, and fund expenses or exit loads may apply.
For information only; not financial, investment, tax, legal or credit advice.