📚 Investor Guide

How to Check Your Mutual Fund Returns – 3 Methods

📅 January 2024⏱ 5 min read
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Method 1: Investment App

Groww, Zerodha Coin, Paytm Money show Current Value, P&L, and XIRR daily. Easiest method.

Method 2: MF Central

mfcentral.in → Login with PAN → Consolidated portfolio across ALL platforms. Official AMFI tool.

Method 3: CAS Statement

Monthly email from CAMS/KFin with all holdings. Request at camsonline.com or kfintech.com.

XIRR Benchmarks: Large Cap 10yr: 10-12% | Mid Cap: 13-16% | Small Cap: 15-18%. Below category average for 2+ years = consider switching fund.

Calculate returns from any investment: XIRR Calculator | MF Returns Calculator

Contact: myself@sipcalculators.in

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