Mutual Fund CAGR Calculator — Annualised Returns
If your mutual fund grew from ₹1 lakh to ₹2.5 lakh in 5 years, the CAGR is 20.11%. This annualised return is more meaningful than absolute return (150%) for comparing fund performance.
Initial Investment
₹1,00,000
Final Value
₹2,50,000
CAGR
20.11%
CAGR = (Final Value / Initial Value)^(1/Years) − 1. Used to measure the annualised growth rate of an investment, portfolio, or business metric over time.
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Common questions about Mutual Fund CAGR Calculator — Annualised Returns
What is a good CAGR for mutual funds?
Large-cap equity funds historically deliver 12-15% CAGR over 10+ years. Mid-cap: 14-18%. Small-cap: 15-22% (with higher volatility). Debt funds: 6-9%. A CAGR above the category average is considered good.
How is CAGR different from absolute return?
Absolute return is total growth (e.g., 150%), while CAGR is the annualised rate (e.g., 20.11% per year). CAGR accounts for compounding and is the standard for comparing investments held for different durations.