FINANCIAL TOOLS

XIRR Calculator: Your Portfolio's True Annualised Return

XIRR accounts for the exact timing of every investment and withdrawal.

SEBI Registered Investment Advisor · INA000019026

About This Tool

This XIRR calculator mutual fund tool uses Newton-Raphson on dated cash flows — negative for investments, positive for redemptions or current value.

Cash flows

Negative = investment, positive = redemption / current value

Results

XIRR
Total Invested
Outflows / Value

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Frequently Asked Questions

What is XIRR and how is it different from CAGR?
XIRR annualises irregular dated cash flows; CAGR uses only start and end values.
Why does my XIRR differ from the mutual fund's stated returns?
Fund returns assume fixed flows; your personal timing differs.
What is a good XIRR for a mutual fund SIP?
Compare to benchmark XIRR over the same dates.
Can XIRR be negative?
Yes — if market falls or flows are poorly timed.
How do I calculate XIRR for partial withdrawals?
Add positive flows on withdrawal dates and terminal value on the latest date.

iVentures Wealth is a SEBI Registered Investment Advisor (INA000019026). This calculator is for illustrative purposes only and does not constitute financial advice.