Understand the importance of XIRR in mutual funds, how to calculate it, and how it helps you track your investments ...

When investing in mutual funds, examining the past returns of the schemes you're interested in is a crucial step. There are several ways to calculate these returns, with XIRR and CAGR being two ...

XIRR, or extended internal rate of return, is a financial metric used to calculate the annualized ... the performance of investments like mutual funds, systematic investment plans (SIPs), or ...

Five ways to ensure accurate XIRR calculation to maximise returns To get a true reflection of mutual fund returns, investors ...

To calculate the returns on your mutual fund investments made on different dates, using XIRR formula in excel makes the task easier. You may be investing through SIP or making lump sum investments ...

For this reason, being able to accurately calculate the cost basis of an investment, particularly one in a mutual fund, becomes extremely important. The cost basis represents the original value of ...

To calculate the turnover ratio, you need to know several numbers. First, you need to determine the total number of securities the mutual fund purchased during the period in question. Typically ...

For instance, XIRR and CAGR are among the two most preferred parameters that are used to calculate the returns on various investment products including mutual fund returns. Most investors get ...