You can calculate XIRR on MS Excel using the symbol function. The formula syntax is: =XIRR (values, dates, [guess]) Wherein: Values are your investment and redemption amounts (inflows are negative ...

Excel's built-in XIRR function allows investors to input cash flows and their respective dates to get an accurate rate of return.

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.

To calculate XIRR, enter details of all SIP purchases and the current value or the redemption value along with the date in the Excel columns. Make sure the dates are on the left side, while the ...

XIRR is better for calculating returns on mutual funds with irregular cash flows, while CAGR is suitable for investments with regular cash flows.