XIRR Calculator – Measure Your Real Investment Returns

XIRR Calculator – Calculate Your Investment Returns – Vibuzone
INVESTMENT CALCULATOR January 18, 2024

XIRR Calculator – Measure Your Real Investment Returns

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Calculate the real annualized returns of your investments with multiple cash flows using our XIRR calculator. Perfect for SIPs, mutual funds, and irregular investments.

📈 XIRR Calculator
How often do you make investments?
When did you start investing?
Please select a valid start date
When will your investment mature?
Maturity date must be after start date
Total amount invested (e.g., ₹10,000)
Please enter a valid investment amount
Expected or actual maturity value (e.g., ₹2,00,000)
Maturity amount must be greater than invested amount
📊 Your Investment Performance
Get a clear picture of your investment performance
141.83%
XIRR (Annualized Return)
Continue to grow your wealth!
Maturity Amount ₹2,00,000
Invested Amount ₹10,000
Total Gain ₹1,90,000

XIRR Frequency Split Up

What is XIRR?

The XIRR (Extended Internal Rate of Return) calculator calculates the annualized returns of investments with multiple cash flows at irregular intervals. Unlike CAGR, XIRR accounts for the exact timing of each investment and withdrawal.

💰
Multiple Investments

Handles multiple cash flows at different times

⏱️
Time-Weighted

Considers exact investment dates and amounts

📈
Real Returns

Calculates true annualized performance

🔍
Precise Analysis

Ideal for SIPs and irregular investments

How is XIRR Calculated?

XIRR Formula:
∑ [Pi / (1 + R)(Di – D1) / 365] = 0
Where:
Pi = Cash flow amount
N = Number of transactions
D1 = Initial date of investment
Di = Date of each transaction
R = XIRR (to be calculated)

Example Calculation

Let’s assume you invest ₹10,000 in a debt instrument with fixed monthly payouts at 12% annual return:

Date Cashflow Type
02-12-2024 ₹ -10,000.00 Initial Investment
02-01-2025 ₹ 100.00 Monthly payout
02-02-2025 ₹ 100.00 Monthly payout
02-03-2025 ₹ 100.00 Monthly payout
02-04-2025 ₹ 100.00 Monthly payout
02-05-2025 ₹ 100.00 Monthly payout
02-12-2025 ₹ 10,000.00 Withdrawal

For these cash flows, the XIRR is 12.65% per annum.

What is a Good XIRR?

A good XIRR depends on the type of investment and market conditions:

  • Equity Instruments: 10-14% is considered good
  • Debt Instruments: 6-10% is considered good
  • Balanced Funds: 8-12% is considered good

Note: A good XIRR depends on consistent returns, investment duration, and market volatility.

XIRR vs CAGR Comparison

Understand the key differences between XIRR and CAGR:

XIRR (Extended IRR)

  • For multiple cash flows
  • Accounts for exact dates
  • Ideal for SIPs
  • More accurate for real scenarios
  • Handles irregular investments

CAGR (Compound Annual Growth)

  • For single investment
  • Same time intervals
  • Ideal for lump sums
  • Simplified calculation
  • Assumes smooth growth

Choose XIRR when you have multiple investments at different times (like SIPs). Choose CAGR for single lump-sum investments.

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DR

Dr. Bushra Praveen

Founder – Vibuzone | AMFI Registered MFD

ARN-296545 | 10+ Years Experience

PhD IIT Indore PostDoc IIT Hyderabad Ex IRIS ISO Alumni NISM Certified 200+ Happy Investors
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