SIP v/s Discretionary Investments

I was curious to check the performance on Index ETF and compare it on various parameters , the below report shows significant difference between returns when compared with a SIP investment scheme vs discretionary investment whenever market falls . Have a look at the below comparisons.

XIRR of discretionary investments differ for almost same investment amount due to investment made when NAV dips or market falls !

XIRR is your personal rate of return. It is your actual return on investments. XIRR stands for Extended Internal Rate of Return is a method used to calculate returns on investments where there are multiple transactions happening at different times.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.