Mutual Fund Returns Calculator

Absolute and annualised return on a fund you hold.

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About this calculator

Enter what you invested, what it is worth now and when you invested. See your gain, absolute return, annualised return and whether a sale today would be short- or long-term for tax.

How is this calculated?

Absolute return = (current value − invested) ÷ invested. Annualised return = (current ÷ invested)^(365 ÷ days held) − 1, shown only for holdings of a year or more.

Calculations are illustrative and based on the assumptions you enter. Actual investment returns may vary, and past performance does not guarantee future results. These calculators are for education and should not be taken as investment, tax or legal advice. Tax figures follow the rules for FY 2026-27 as announced in Budget 2026 and are simplified; please confirm your own position with a tax professional. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155). Mutual fund investments are subject to market risks; read all scheme-related documents carefully.