Quick Summary: Mutual Fund Returns Calculator

A Mutual Fund Returns Calculator measures your portfolio's growth using CAGR (for lumpsum) and XIRR (for SIPs). In FY 2026-27, understanding your net-of-tax returns—after accounting for 12.5% LTCG—is essential to evaluate if your investments are beating inflation and benchmarks like the Nifty 50.

How to use the Mutual Fund Returns Calculator

  1. Select Return Type

    Choose between Absolute Return, CAGR, or XIRR based on your investment pattern.

  2. Input Transaction Details

    Enter all investment amounts, dates, and any redemptions made.

  3. Set Current Valuation

    Provide the current market value (NAV-based) of your holdings.

  4. Review ROI Breakdown

    Analyze your annualized performance and total wealth gain over the period.

Related Calculators

CAGR Calculator
XIRR Calculator
SIP Calculator
Mutual Fund Tax Calculator

Regulatory Disclaimer

Last verified May 2026

Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.

Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."

Consult a SEBI-registered IA or CA for personalised advice.

9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.