Mutual fund XIRR calculator

I’ll help you find the XIRR of your mutual funds on Zerodha.

To get the reports, do this:

1. Go to console.zerodha.com
2. Click on Reports > Tradebook and select segment as “Mutual Funds” and a date range. Please note: you can download only for a year at a time, but the tool will support as many files as you have. Download as XSLX.
3. Next, click on Reports > P&L and selecting segment as “Mutual Funds”, P&L as “Unrealized P&L” and Date Range from whenever you opened the account to date. Download as XSLX.
4. Zip all the files and upload to the tool.

You are all set!