Calculating XIRR in mutual funds In this example, the calculated XIRR is 0.1583—or 15.8 percent—which reflects the annual return value from March 20, 2024, to April 7, 2025. How does XIRR ...

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 ...

So, the next time, when you read the returns of a mutual fund scheme, it is not what your scheme as earned. XIRR will help you calculate the actual return on your own investments in a better way.

XIRR is better for calculating returns on mutual funds with irregular cash flows, while CAGR is suitable for investments with regular cash flows. Deepika Chelani Published 19 Oct 2023, 11:42 AM IST ...

XIRR’s practical application is particularly evident in mutual fund SIPs, a popular investment avenue in India. Consider an investor who contributes INR 10,000 monthly to a mutual fund SIP for 7 ...

The turnover ratio is usually expressed in percent. For instance, if a fund purchased and sold $5 million in assets and had an average asset value of $50 million, then the resulting answer of 0.1 ...

XIRR is effective for calculating returns with irregular cash flows in mutual funds, while CAGR is suitable for steady investments, offering a straightforward measure of annual growth over time.

Mutual funds hold trillions of dollars in investment assets, and investors commonly look to mutual funds in order to get diversified portfolio exposure at low cost. One primary factor in ...