Rolling XIRR
Evaluate performance consistency using SIP-based rolling XIRR across all possible start dates. Assumes a monthly SIP of ₹10,000 and computes annualized XIRR for each rolling window.
What is rolling XIRR?
For each n-year window, we assume a monthly SIP of ₹10,000 from the start of the window until the end, then redeem all units on the end date. The annualized XIRR for that window is plotted.
Example: for a 3-year window from Jan 2018 to Dec 2020, invest ₹10,000 every month, buy at the first available NAV on/after each month date, and redeem all units at the window end; the resulting XIRR is the rolling XIRR for that window.
Assumptions: fixed SIP of ₹10,000 monthly; buys use the first available NAV on/after the monthly date; redemption uses the end-of-window NAV; XIRR is annualized.