https://blogs.nvtrends.com/tags/cagr/Recent content in Cagr on NV TrendsHugoen-usSat, 12 Sep 2026 02:26:28 +0000https://blogs.nvtrends.com/posts/2026/how-mutual-fund-returns-are-calculated/Sat, 12 Sep 2026 02:26:28 +0000https://blogs.nvtrends.com/posts/2026/how-mutual-fund-returns-are-calculated/<p>Mutual fund returns in India are calculated using three distinct methodologies—Absolute Returns, Compounded Annual Growth Rate (CAGR), and Extended Internal Rate of Return (XIRR)—with the correct choice determined entirely by your investment duration and cash flow frequency. Retail investors reviewing an account statement from an Asset Management Company (AMC) or platforms like MF Central, Zerodha Coin, and Groww often encounter disparate percentage figures for the exact same portfolio. Seeing an absolute gain of 35% alongside an annualized return of 11% frequently leads to confusion over how much wealth an investment is actually generating.</p>https://blogs.nvtrends.com/posts/2026/track-mutual-fund-performance/Wed, 18 Feb 2026 14:45:00 +0000https://blogs.nvtrends.com/posts/2026/track-mutual-fund-performance/<p>To track your mutual fund performance effectively, evaluate your fund&rsquo;s annualized returns—CAGR for lumpsum or XIRR for Systematic Investment Plans (SIPs)—against its designated Total Return Index (TRI) benchmark and category peers over rolling 3- to 5-year periods using consolidated account statements (CAS) or dedicated portfolio analytics platforms.</p>