CA Vinita | Finance & Investing

Your mutual fund app shows XIRR, CAGR and Absolute Return.
Do you know which one actually applies to you?

The truth is, all three are correct—but not for every investment.

📌 Absolute Return → For investments held for less than 1 year

📌 CAGR → For one-time (lump sum) investments held for more than 1 year

📌 XIRR → For SIPs or multiple investments made on different dates

Using the right return metric gives you a true picture of your investment’s performance.

Save this post so the next time you open your portfolio, you’ll know exactly which return to look at.

Which one did you use before reading this? 👇

Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.

Wealth Mining Investments | CA Vinita Sanghavi
AMFI Registered Mutual Fund Distributor | ARN-326582

(Mutual Funds, SIP, Investing, Personal Finance, Financial Planning, Wealth Creation, Wealth Building, Money Management, Long Term Investing, Stock Market, Financial Literacy, XIRR, CAGR, Investment Strategy, Passive Income)

#investing #finance #cagr #irr #returns