5 Signs Your Mutual Fund Portfolio Needs Attention
Take a moment and think about your mutual fund investments. Not the individual funds — the whole picture. Chances are, if you’ve been investing for five or six years, you have somewhere between six and ten funds sitting in your folio. A couple of ELSS funds you started for tax saving. A small-cap fund […]
XIRR vs CAGR: Which Return Number Should You Actually Trust?
“I invested in two mutual funds. One shows 14% CAGR. The other shows 12% XIRR. Which one actually performed better?” I get some version of this question almost every week. Sometimes it comes from a young software engineer checking his SIP app at midnight. Sometimes it comes from a retired schoolteacher comparing her fixed deposit […]
