Mutual Fund Returns Compared
The XIRR on two of your own fund holdings, lump sum or SIP, side by side
XIRR a year
— · —
- Fund A
- — on ₹1,00,000
- Fund B
- — on ₹1,80,000
- Difference
- —
Past returns on your own dates; not a rating of either fund.
Fund A
- Invested
- ₹1,00,000
- Value now
- ₹1,85,000
- Gain
- ₹85,000
- Absolute return
- 85.00%
- XIRR
- —
Fund B
- Invested
- ₹1,80,000
- Value now
- ₹2,30,000
- Gain
- ₹50,000
- Absolute return
- 27.78%
- XIRR
- —
Your inputs are in the page address — bookmark it, or send the link to come back to exactly this calculation. Nothing is stored on our servers unless you save it.
How this is calculated
Formula
Σ amountₖ ÷ (1 + XIRR)^(daysₖ ÷ 365) = 0
With your numbers
- 1Fund A₹1,00,000 in, ₹1,85,000 on : — a year
- 2Fund B₹1,80,000 in, ₹2,30,000 on : — a year
- SIP instalments fall on the same day each month from the first, moved to the month’s last day where it is shorter.
Frequently Asked Questions
Related Tools
SIP Calculator
Calculate mutual fund SIP returns over time
Open toolPortfolio CAGR Calculator
Calculate overall portfolio growth rate
Open toolExpense Ratio Calculator
What a higher expense ratio costs over time
Open toolPost-Tax Returns Calculator
FD, equity, debt funds, gold and PPF after tax, side by side
Open toolTerms used here
Printed from bulltimes.com/tools/mutual-fund-analyzer. The full page address reproduces these inputs. BullTimes recommends nothing; check figures that matter with an adviser.
Every formula, convention and source behind these calculators is written down. Read the methodology — including what BullTimes deliberately will not do. We take no commission on anything, and recommend nothing.