XIRR measures mutual fund returns considering each transaction's time period. Ideal for SIPs, it offers accurate return rates and is easily calculable via Excel or online tools.
XIRR in Excel = XIRR (values, dates, guess), considering transactions as negative (investments) or positive (returns) values, with default 'guess' as 0.1.
XIRR considers each cash flow's timing and amount, while CAGR only looks at the investment's start and end values.
XIRR calculates the average annualized return with specific cash flows, while CAGR uses the absolute annualized return from start to end value.
XIRR accounts for each transaction for return calculation, while CAGR only considers initial and final cash flows.
XIRR calculates short-term returns (<12 months), while CAGR doesn't.
Quant Small Cap Fund PGIM India Midcap Opp Fund Kotak Small Cap Fund Quant Active Fund PGIM India Flexi Cap Fund
1 Y Return
Scheme Name
34.51%
24.19%
38.14%
22.46%
27.47%