Mutual Fund Returns Calculator
Evaluate the actual return on a mutual fund investment you already hold.
These calculators are provided for general informational and educational purposes only and do not constitute financial, tax, or legal advice. Results are estimates only. Please consult a qualified financial professional before making any financial decisions.
Absolute Return vs. Annualized Return
Absolute return tells you the total percentage gain over your whole holding period, regardless of how long that took. Annualized return converts that into a per-year rate, which is what lets you fairly compare a fund held for 8 months against one held for 5 years.
Frequently Asked Questions
Should I use this or the SIP calculator?
Use the SIP/Lumpsum calculators to project a future investment; use this one to evaluate a fund you already hold, entering what you invested and what it's worth today.