Skip to main content

Mutual Fund Returns Analyzer

Calendar year returns, volatility, Sharpe ratio, max drawdown, 52-week high & 200-DMA — all for any Indian mutual fund.

Understanding Mutual Fund Returns

Calendar year returns show how a fund performed in each calendar year (Jan-Dec), giving a clearer picture than simple CAGR. Combine it with these risk metrics:

  • Volatility (Standard Deviation) — how wildly returns swing month to month.
  • Sharpe Ratio — how much extra return per unit of volatility (higher is better).
  • Max Drawdown — the deepest peak-to-trough fall ever recorded.
  • 200-DMA — a trend indicator. NAV above 200-DMA usually signals uptrend.

For two-fund comparisons use the Compare Funds tool. For SIP projections use the SIP Calculator.

Free Account Opening

Open a Free Demat & Trading Account in 5 Minutes

Start investing in stocks, mutual funds, IPOs, bonds & ETFs with India's most trusted discount broker — Zerodha. Zero account opening charges, paperless Aadhaar KYC, and lowest brokerage rates (₹0 on equity delivery).

  • Zero account opening fee
  • ₹0 brokerage on equity delivery
  • Invest in 1.6 Cr+ investor trusted platform
  • Paperless Aadhaar e-KYC in 5 minutes
Open Free Demat Account

* Zerodha is SEBI-registered. Account opening subject to KYC approval.