Investment Return Calculator
Calculate the annualized return (CAGR) on any investment, given its initial and final value.
- Free to use
- Accurate results
- No registration required
- Works on all devices
Enter your investment's initial value, final value, and holding period to calculate its annualized return.
₹
₹
years
Your result
14.87%
Annualized return (CAGR)
Total return100.00%
AI explanation
Formula
CAGR = (final value / initial value)^(1/years) − 1Worked example
₹1L to ₹2L over 5 years
| Field | Value |
|---|---|
| Initial value | 100000 |
| Final value | 200000 |
| Holding period | 5 |
| Annualized return (CAGR) | 14.87 |
| Total return | 100 |
Assumptions
- Applicable to any investment type — stocks, mutual funds, real estate, or business value.
- Informational only.
Frequently asked questions
What does an annualized return tell me?
It converts a total gain over any time period into an equivalent constant yearly rate, making it easy to compare investments held for different lengths of time.
Can I use this for any investment type?
Yes — as long as you know the initial and final value and the holding period, this works for stocks, mutual funds, real estate, gold, or any other asset.
What if my investment lost value?
A final value below the initial value produces a negative CAGR, correctly reflecting an annualized loss over the period.
Related calculators
Sources
- Mutual Fund Systematic Investment Plans — Securities and Exchange Board of India (SEBI). Effective 01-01-2020, reviewed 13-09-2026.
This calculator provides a general estimate only and does not constitute investment advice.
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