Cagr on WebNotes

Portfolio XIRR and CAGR on Zerodha Console

Wed, 01 Jul 2026 00:00:00 +0000

Portfolio XIRR on Zerodha Console is the annualised return on your current equity holdings, computed from the dates and sizes of every cash flow that built those holdings. It is the single figure Console uses to answer the question a long-term investor actually asks: at what yearly rate has my money compounded, given that I bought at different times and different prices. The metric sits on the Holdings page, alongside per-stock returns and corporate action history.

Rolling returns vs trailing returns in mutual funds

Tue, 12 May 2026 00:00:00 +0000

Rolling returns and trailing returns are two methods of computing mutual fund performance over a given time horizon (say, 3 years or 5 years). Both express the fund’s return as a compounded annual growth rate (CAGR) over the measurement period. The fundamental difference is: a trailing return is a single snapshot measured from a specific past date to today, while rolling returns compute that same CAGR for every possible starting date in the historical record, producing a distribution of returns rather than a single number.

Scheme performance vs benchmark report for mutual funds

Tue, 12 May 2026 00:00:00 +0000

A scheme performance vs benchmark report is the standardised comparative return disclosure that SEBI requires every mutual fund scheme to publish, showing the scheme’s point-to-point and CAGR (Compounded Annual Growth Rate) returns alongside the returns of its primary benchmark and an additional benchmark over specified standard periods. This disclosure is embedded in the scheme factsheet , the scheme annual report , and the performance tables on AMFI’s website, enabling investors to assess whether the scheme has added value over passive investing in the benchmark.