Mutual Fund Returns Calculator

The Mutual Fund Returns Calculator is a crucial tool for investors to evaluate the performance of their mutual fund investments. It goes beyond simple profit calculation by providing two key metrics: Absolute Return and the Compound Annual Growth Rate (CAGR). While Absolute Return gives you the total percentage gain, CAGR provides the year-on-year growth rate, which is a more accurate measure of performance over time. This calculator helps you make sense of your investment journey and compare different funds effectively.

How to Use the Calculator

1. Enter Initial Investment: Use the slider to input the total amount you initially invested.
2. Enter Final Value: Adjust the slider to the current market value of your investment.
3. Set the Time Period: Select the number of years you have been invested in the fund.
4. Evaluate Performance: The calculator will instantly display the Absolute Return and the Annualized Return (CAGR), giving you a comprehensive view of your fund's performance.

Who Should Use This Tool?

This calculator is a must-have for:

• Mutual Fund Investors: To track and analyze the performance of their holdings.
• New Investors: To understand the difference between absolute returns and annualized returns.
• Financial Advisors: To demonstrate and compare the performance of various mutual fund schemes to clients.