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फिनकैश »सीएजीआर कैलकुलेटर

सीएजीआर कैलकुलेटर

Updated on July 18, 2025 , 21020 views

सीएजीआर क्या है?

सीएजीआर एक विशिष्ट समय अवधि में निवेश की औसत वार्षिक वृद्धि को संदर्भित करता है। यह माना जाता है कि निवेश का मूल्य अवधि के दौरान चक्रवृद्धि होता है। भिन्ननिरपेक्ष रिटर्न, सीएजीआर लेता हैधन का सामयिक मूल्य खाते में। नतीजतन, यह एक वर्ष में उत्पन्न निवेश के सही रिटर्न को प्रतिबिंबित करने में सक्षम है।

CAGR Calculator

Start Value:
End Value:
Tenure:
Years

CAGR (Compound Annual Growth Rate)

20.11%

सीएजीआर कैलकुलेटर का उपयोग कैसे करें

आप सीएजीआर कैलकुलेटर का उपयोग कहां कर सकते हैं सीएजीआर आपके निवेश निर्णयों का विश्लेषण करने के लिए उपयोग में आसान उपकरण है। यह निम्नलिखित परिदृश्यों में आवेदन पाता है:

  1. आपने . में कुछ विशिष्ट इकाइयाँ खरीदींइक्विटी फ़ंड इस वर्ष और आपके फंड मूल्य में वृद्धि हुई। CAGR कैलकुलेटर की मदद से आप अपने निवेश पर रिटर्न की दर जान पाएंगे
  2. आप शुरू करना चाहते हैंनिवेश और कुछ विशिष्ट लक्ष्य रखते हैं। सीएजीआर कैलकुलेटर के साथ, आपको पता चल जाएगा कि समय सीमा के भीतर आपको अपना पैसा किस दर से बढ़ाना है
  3. मान लें कि आपने एक इक्विटी फंड में निवेश किया है, जिसका 3,5 और 10 साल का रिटर्न क्रमशः 25%, 15% और 10% है। आप उस औसत दर को जानना चाहते हैं जिस पर आपका फंड सालाना बढ़ता है
  4. किसी निवेश के सीएजीआर की अपनी अपेक्षित दर से तुलना करना और उपयुक्तता की जांच करना। केवल तभी निवेश करें जब सीएजीआर आपकी अपेक्षित प्रतिफल दर से अधिक या उसके बराबर हो
  5. ए . का सीएजीआरम्यूचुअल फंड बेंचमार्क रिटर्न के साथ तुलना की जा सकती है

सीएजीआर फॉर्मूला

CAGR की गणना गणितीय सूत्र का उपयोग करके की जा सकती है

सीएजीआर = [ (अंतिम मूल्य/शुरुआती मूल्य)^(1/एन)] -1

उपरोक्त सूत्र तीन चरों पर निर्भर करता है। अर्थात्, प्रारंभिक मूल्य, समाप्ति मूल्य और वर्षों की संख्या (एन)

जब आप उपरोक्त तीन चरों को इनपुट करते हैं, तो सीएजीआर कैलकुलेटर आपको की दर देगानिवेश पर प्रतिफल.

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सीएजीआर की सीमाएं

हालांकि सीएजीआर एक उपयोगी अवधारणा है, लेकिन इसकी बहुत सी सीमाएं हैं। इन सीमाओं के बारे में जागरूकता की कमी से निवेश के गलत फैसले होंगे। कुछ सीमाएँ हैं:

सीएजीआर से संबंधित गणनाओं में, यह केवल शुरुआत और अंत मान है। यह मानता है कि विकास समय की अवधि में स्थिर है और अस्थिरता पहलू पर विचार करने में विफल रहता है

यह केवल एकमुश्त निवेश के लिए उपयुक्त है। ए के मामले मेंएसआईपी निवेश, विभिन्न अंतरालों पर व्यवस्थित निवेश पर विचार नहीं किया जाएगा क्योंकि सीएजीआर की गणना करते समय केवल शुरुआती मूल्य पर विचार किया जाता है

सीएजीआर निवेश में निहित जोखिम के लिए जिम्मेदार नहीं है। जब इक्विटी निवेश की बात आती है, तो सीएजीआर की तुलना में जोखिम-समायोजित रिटर्न अधिक महत्वपूर्ण होते हैं। इन उद्देश्यों के लिए, आपको बेहतर अनुपातों पर विचार करने की आवश्यकता है जैसेशार्प भाग

3 साल के सर्वोत्तम सीएजीआर के साथ शीर्ष फंड

1. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 33 in Sectoral category.  Return for 2024 was 25.6% , 2023 was 54.5% and 2022 was 20.5% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (18 Jul 25) ₹64.28 ↓ -0.79   (-1.21 %)
Net Assets (Cr) ₹1,439 on 30 Jun 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio -0.23
Information Ratio -0.15
Alpha Ratio 0.81
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹13,813
30 Jun 22₹13,430
30 Jun 23₹19,188
30 Jun 24₹37,432
30 Jun 25₹36,309

Invesco India PSU Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25

DurationReturns
1 Month 0.8%
3 Month 9.2%
6 Month 10.4%
1 Year -7.4%
3 Year 36.5%
5 Year 28.6%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.6%
2023 54.5%
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 205.04 Yr.

Data below for Invesco India PSU Equity Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials29%
Utility28.06%
Financial Services20.85%
Energy15.61%
Basic Materials4%
Asset Allocation
Asset ClassValue
Cash2.48%
Equity97.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹122 Cr3,178,489
↓ -277,138
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
8%₹111 Cr1,365,114
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL
8%₹110 Cr3,445,961
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
8%₹106 Cr213,524
↓ -19,953
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | POWERGRID
7%₹104 Cr3,599,413
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC
7%₹103 Cr3,085,790
↑ 937,103
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN
5%₹66 Cr5,911,723
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO
5%₹64 Cr1,564,169
NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC
4%₹60 Cr6,816,616
↑ 853,653
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 23 | 532155
4%₹59 Cr3,089,630
↑ 604,568

2. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

SBI PSU Fund is a Equity - Sectoral fund was launched on 7 Jul 10. It is a fund with High risk and has given a CAGR/Annualized return of 8.1% since its launch.  Ranked 31 in Sectoral category.  Return for 2024 was 23.5% , 2023 was 54% and 2022 was 29% .

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (18 Jul 25) ₹32.2032 ↓ -0.21   (-0.64 %)
Net Assets (Cr) ₹5,427 on 30 Jun 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.3
Sharpe Ratio -0.23
Information Ratio -0.28
Alpha Ratio 0.6
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,687
30 Jun 22₹14,648
30 Jun 23₹19,988
30 Jun 24₹39,350
30 Jun 25₹39,071

SBI PSU Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25

DurationReturns
1 Month 1.5%
3 Month 5.2%
6 Month 7.8%
1 Year -6.4%
3 Year 36.4%
5 Year 30.5%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.5%
2023 54%
2022 29%
2021 32.4%
2020 -10%
2019 6%
2018 -23.8%
2017 21.9%
2016 16.2%
2015 -11.1%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Rohit Shimpi1 Jun 241 Yr.

Data below for SBI PSU Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services35.24%
Utility28.05%
Energy15.29%
Industrials11.32%
Basic Materials5.49%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
13%₹697 Cr8,577,500
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
10%₹522 Cr13,575,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155
9%₹489 Cr25,750,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | POWERGRID
8%₹439 Cr15,135,554
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC
8%₹405 Cr12,143,244
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | BPCL
6%₹309 Cr9,700,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | BANKBARODA
5%₹275 Cr11,000,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371
4%₹199 Cr27,900,000
General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | GICRE
3%₹171 Cr4,150,000
Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL
3%₹164 Cr3,850,000

3. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 27 in Sectoral category.  Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (18 Jul 25) ₹198.64 ↓ -0.84   (-0.42 %)
Net Assets (Cr) ₹8,043 on 30 Jun 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.01
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,499
30 Jun 22₹20,184
30 Jun 23₹28,605
30 Jun 24₹47,767
30 Jun 25₹50,298

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118
Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25

DurationReturns
1 Month 2.3%
3 Month 10.5%
6 Month 10.3%
1 Year 2.5%
3 Year 34.2%
5 Year 37.4%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.4%
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 178 Yr.
Sharmila D’mello30 Jun 222.92 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials40.97%
Basic Materials16.41%
Financial Services15.57%
Utility8.44%
Energy6.25%
Real Estate3.35%
Communication Services1.59%
Consumer Cyclical0.92%
Asset Allocation
Asset ClassValue
Cash6.4%
Equity93.51%
Other0.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
10%₹783 Cr2,130,204
↓ -30,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
4%₹354 Cr2,468,659
↓ -47,200
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
4%₹289 Cr12,522,005
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC
3%₹254 Cr7,600,000
↑ 1,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹236 Cr1,662,727
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | VEDL
3%₹228 Cr5,223,662
JM Financial Ltd (Financial Services)
Equity, Since 31 Oct 21 | JMFINANCIL
3%₹227 Cr17,763,241
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
3%₹217 Cr1,903,566
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
3%₹206 Cr1,425,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SHREECEM
2%₹195 Cr66,000
↓ -9,408

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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