Mutual Fund Returns Calculator
Calculate absolute returns, CAGR and profit on your mutual fund investments.
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₹
yrs
CAGR11.20%
Amount Invested₹5,00,000
Current Value₹8,50,000
Profit / Loss₹3,50,000
Absolute Return70.00%
Frequently Asked Questions
What is the difference between absolute return and CAGR?▼
Absolute return is the total percentage gain or loss regardless of time period. CAGR annualises the return, making it comparable across investments of different durations. For example, 50% absolute return in 3 years = ~14.5% CAGR.
Should I use lump sum or SIP mode?▼
Use lump sum mode if you invested a single amount at once. Use SIP mode if you invest a fixed amount monthly. Most mutual fund investors in India use SIP.
What returns can I expect from mutual funds?▼
Historical returns vary by category: Large-cap equity funds have averaged 10–12% CAGR, mid/small-cap 12–18%, debt funds 6–8% over the long term. Past performance does not guarantee future results.
This calculator provides estimates for informational purposes only. Actual outcomes may vary based on applicable laws, financial institutions, products and individual circumstances.