Excel 2013 provides the DATE and XIRR functions, which derive the final annual interest rate from a series of payments on known dates.

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 ...

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.

Overview Functions like INDEX MATCH, SUMIF, and XNPV allow professionals to work smarter, not harder, especially when handling large or complex data sets.Using ...

The realised return (yield) can be computed by plotting the cash flows (SIP amount) against respective dates in an Excel spreadsheet; and using the ‘XIRR’ formula.