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This sample Excel file demonstrates how to use the XIRR function to calculate SIP returns.
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All SIPs are recorded as negative values (outflows), and the final redemption is positive (inflow).
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Use the formula: =XIRR(B6:B17, A6:A17) in Excel to get the actual return.
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Date
Investment Amount (₹)
Cash Flow Type
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2024-01-01 0:00:00-5000SIP
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2024-02-01 0:00:00-5000SIP
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2024-03-01 0:00:00-5000SIPCalculated XIRR %
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2024-04-01 0:00:00-5000SIP15.66%
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2024-05-01 0:00:00-5000SIP
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2024-06-01 0:00:00-5000SIP
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2024-07-01 0:00:00-5000SIP
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2024-08-01 0:00:00-5000SIP
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2024-09-01 0:00:00-5000SIP
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2024-10-01 0:00:00-5000SIP
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2024-11-01 0:00:00-5000SIP
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2024-12-01 0:00:00-5000SIP
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2025-01-01 0:00:0065000Redemption
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