CAGR: The compound annual growth rate is a useful metric for calculating the smoothed return on a mutual fund investment over ...

Mutual Fund Return Calculator SIP: In mutual funds or any investment where returns are linked to the market, the returns over a year are shown as compounded annualised growth rate or CAGR. For ...

Mutual funds calculators are used to calculate different aspects of the scheme, especially the returns. P.S: Don’t whisper DUH!! You can find out about other features of these calculators in ...

With the help of our mutual fund calculator below, you can calculate your mutual fund returns years down the road. Our calculator shows you the power of compounding, while factoring in inflation and ...

To calculate the returns on your mutual fund investments made on different dates, using XIRR formula in excel makes the task easier. You may be investing through SIP or making lump sum investments ...

The formula used for calculating Mutual Fund NET Asset Value (NAV) is as follows: ... To calculate your own personal returns from investing in such Funds, ...

XIRR is better for calculating returns on mutual funds with irregular cash flows, while CAGR is suitable for investments with regular cash flows. Deepika Chelani Published 19 Oct 2023, 11:42 AM IST ...

Mutual fund and other investment products are more complex and require a more involved ROI calculation, but the fees do still reduce your overall returns. A good resource on mutual fund returns is ...

How to Calculate Overall Portfolio Return . To calculate the collective return of all three investments, you would calculate the return of each deposit—so in the example, 12 for the 12 months.