CAGR Calculator India 2025

Calculate Compound Annual Growth Rate (CAGR) to analyze investment performance and compare returns over different time periods

₹10K₹50L
₹10K₹1Cr
0.5 years30 years

CAGR (Annualized Return)

14.47%

Per annum compound growth

Total Gain
₹50.00 K
Absolute Return
50.00%
Average Annual Gain
₹16.67 K
Investment Period
3 years

Understanding CAGR Calculator

Who Should Use This Calculator

The CAGR calculator is essential for making informed investment decisions across different time periods and asset classes.

  • Investors & Portfolio Managers: Compare mutual funds, stocks, and real estate performance
  • Financial Planners: Set realistic investment goals and evaluate fund manager performance
  • Long-term Investors: Analyze investment performance over multiple years

Why CAGR Analysis Matters

CAGR provides a standardized metric that shows true annualized performance by accounting for compounding effects.

  • Eliminates Volatility Noise: Shows consistent annual growth rate needed for final value
  • Better Than Simple Average: Accounts for compounding effects over time
  • Universal Comparison: Compare investments with different time periods

Key Applications & Benchmarks

CAGR helps in making strategic investment decisions and setting realistic return expectations.

  • Equity Investments: 12-15% CAGR is considered good for Indian equity markets
  • Debt Instruments: 8-10% CAGR is reasonable for fixed income investments
  • SIP Planning: Useful for retirement corpus and goal-based investing

Important Considerations

Understanding CAGR limitations helps you use it more effectively in investment decisions.

  • Assumes Constant Growth: Real investments rarely grow at steady rates
  • Best for Lump Sum: For SIPs, consider XIRR instead of CAGR
  • Tax Impact: Post-tax CAGR may differ significantly from gross returns

Benefits of CAGR Analysis

  • Smooths out volatility to show consistent growth rate
  • Enables comparison between different investment options
  • Provides normalized annual performance metric
  • Helps in setting realistic investment expectations

Important Considerations

  • CAGR assumes steady growth, actual returns may vary
  • Higher CAGR typically involves higher risk
  • Consider tax implications on investment gains
  • Past performance doesn't guarantee future results

CAGR Calculator FAQs

Get answers to common questions about CAGR calculations, investment analysis, and compound annual growth rates.

CAGR (Compound Annual Growth Rate) is the annualized rate of return that smooths out volatility over multiple time periods. Unlike absolute returns which show total gain/loss, CAGR shows the consistent yearly growth rate needed to reach the final value from the initial investment.

Need More Help?

Financial planning requires careful consideration of various factors. Consider consulting with a financial advisor for personalized advice based on your specific situation.

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