Mutual Fund Returns Calculator

CAGR is the annualised return that takes you from starting value to ending value over the years held.

What is a Mutual Fund Returns Calculator?

CAGR lets you compare a 3-year hold with a 7-year hold better than absolute return.

How is it calculated?

Enter amount invested, current value, years held, then optional expected return and years ahead.

Formula used

CAGR = (Ending / Beginning)^(1/t) − 1

Worked example

₹1 lakh grown to ₹1.75 lakh in 5 years is about 11.8% CAGR.

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Frequently asked questions

Does this include expense ratio?

Use actual invested and current amounts to reflect costs already paid.

Grow Money Calculator provides general financial calculation tools for educational and planning purposes. Results are estimates based on the information you enter and may differ from actual lender, bank or investment-product calculations. This is not a loan offer or investment advice. Read the full disclaimer.