What is portfolio XIRR, and how can it be viewed?
When calculating returns on investments over multiple years with various transactions, relying only on absolute returns, which ignore the investment time period, may not provide an accurate result. For more accuracy, especially when dealing with multiple investments at different times, such as Systematic Investment Plans (SIPs), Extended Internal Rate of Return (XIRR) can be used.
The portfolio XIRR combines the current holdings and displays the annualised returns. It does not take into account historical buy and sell trades.
To view the portfolio XIRR, follow these steps:
- Login to console.zerodha.com.
- Click on Portfolio.
- Click on Holdings.
Did you know? Zerodha has partnered with Mprofit through its fintech incubator, Rainmatter. Mprofit provides an option to calculate portfolio XIRR using the historical buy and sell transactions across all securities and also displays XIRR across different time frames. To sign up for Mprofit, visit mprofit.in/sign-up/investors.
Still need help?