Portfolio Return Calculator
Measure your true investment performance using CAGR, Absolute Returns, and XIRR.
Evaluate how your entire portfolio is performing across stocks, mutual funds, and fixed deposits. Add cash flows to calculate an accurate XIRR, or view asset-wise contributions.
Portfolio inputs
Add assets and cash flows.
Mode
Results summary
Portfolio Performance
₹1,20,000
Total Current Value
Your portfolio has a total current value of ₹1,20,000 against a total invested amount of ₹1,00,000. Over a period of 1.0 years, the absolute return is 20.0% and the annualized return is 20.0%.
Total Invested
₹1,00,000
≈ 1.00 L
Total Gain / Loss
₹20,000
Absolute Return
20.0%
Annualized Return (CAGR)
20.0%
About
Understanding Portfolio Returns
Measuring your portfolio's performance is essential to knowing if you are on track for your financial goals. While absolute return gives you a simple look at your profit, annualized returns like CAGR and XIRR show your real growth rate over time, letting you compare your portfolio against benchmarks like inflation or fixed deposit rates.
FAQ
Frequently asked questions
Absolute return is the simple percentage gain or loss on your investment, regardless of how long you held it. If you invest ₹100 and it grows to ₹120, your absolute return is 20%.