XIRR is especially useful for calculating returns on Mutual Fund SIP investments. You can easily use the XIRR function in Excel to calculate Mutual Fund returns. When youinvest in Mutual Fundschemes, you typically do so with the intention of earning returns and capital appreciation. You can use ...
We will now see what the XIRR represents and how it is calculated. This is the annual SIP investment schedule. The investment is made once at the start of each year. A monthly SIP will follow the same logic but is a bit more difficult to perceive. The total value after 12 years is5,...
SIP: You also have the option to invest small amounts periodically. In the above example, say, you don’t have Rs 1 Lakh but can commit to an investment of Rs 10,000 per month for 10 months, and you can align your investments with your cash flows. This way of investing is known ...
The Average Annual Growth Rate (AAGR) is the average increase in the value of an investment over a year. It is essentially the arithmetic mean of a series of growth rates. One can calculate the AAGR for any investment. However, it doesn’t account for the investment’s overall risk, i....
If possible, create a login at the AMC level too, or on platforms like CAMS and KFintech (as they are the only two R&T Agents serving all AMCs in India). This will be handy for you in case the current platform you are using shuts its door or is taken over by some other entity...