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July 14, 20265 min read

Benchmarking Your Portfolio – Finally, a Meaningful Way to Compare Returns

Benchmarking Your Portfolio – Finally, a Meaningful Way to Compare Returns
Benchmarking Your Portfolio – Finally, a Meaningful Way to Compare Returns

Fund returns != Your returns. Investors invest in multiple funds, across categories, at varying times. Your actual performance is best captured through XIRR.

Introducing Benchmark XIRR on FinApp:

  • Asset Class Level
  • Fund Category Level
  • Risk Profile Level
  • Scheme Level

So you can finally see how your actual investments stack up against what could have been.