How to calculate mutual fund returns on FYERS?
Tracking mutual fund returns helps you understand how your investments are performing. FYERS displays return metrics based on your investment activity and scheme NAVs. You can also estimate returns using the FYERS Mutual Fund Calculator.
Types of mutual fund returns
- Absolute return β Total gain or loss from your original investment
- CAGR (Compound Annual Growth Rate) β Annualised return for lumpsum investments
- NAV-based return β Based on the change in Net Asset Value over time
These return types help you assess both short-term performance and long-term growth.
What If...
| Scenario | Explanation |
|---|
| You made a one-time investment | Use the lumpsum mode in the calculator to estimate investment growth over your selected return rate and time period. |
| You invested via SIP | Select the SIP tab in the calculator to input monthly investment, expected return, and duration for a clear return estimate. |
| You want to project future returns | The calculator helps simulate outcomes instantly by adjusting investment amount, rate, and tenure using sliders. |
| You already have return figures | Use the calculator to validate your assumptions or compare results with different expected return scenarios. |
For clarity and planning, use the FYERS calculator to simulate SIP or lumpsum returns based on real-world inputs. Itβs ideal for goal-based investing.
Last updated: 18 Jun 2025
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