Investment
Mutual Fund Return Calculator
Computes your mutual fund's absolute and annualized return from the NAV you bought at, the current NAV, and how long you've held it.
Your details
₹
₹
yrs
Current value
₹42,000
Invested amount
₹25,000
Annualized return (CAGR)
18.88%
Your 1,000 units are now worth ₹42,000 (invested ₹25,000) — an absolute return of 68.0%, or 18.88% annualized (CAGR).
Total₹42,000
- Invested₹25,000
- Gain₹17,000
How this is calculated
Invested = units × purchase NAV. Current value = units × current NAV. CAGR = (Current value ÷ Invested)^(1/years) − 1.
Want to understand this better?
How to Pick a Mutual Fund (Without Chasing Last Year's Returns)
Frequently asked questions
Where do I find my purchase and current NAV?
Your mutual fund statement or the AMC's app/website shows both — use the NAV on your purchase date and today's published NAV.
What if I made multiple purchases at different NAVs (via SIP)?
This calculator assumes a single purchase price — for multiple SIP installments on different dates, use our XIRR Calculator instead for an accurate blended return.
Absolute return vs CAGR — which should I look at?
CAGR is the better one for comparing funds or time periods, since it annualizes the return; absolute return is just the raw percentage gain over the whole holding period.