Mutual Fund Returns Calculator
Work out the actual returns on a mutual fund investment you already hold, from the number of units, your purchase NAV, the current NAV, and how long you've held it — for evaluating an existing holding, not projecting future growth.
- 1Enter the number of units you hold
- 2Enter your purchase (buy) NAV and the current NAV
- 3Enter how many years you've held the investment
- 4Click Calculate to see invested amount, current value, absolute return, and CAGR
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