Guides

Plain-English explanations of the numbers behind your portfolio. Facts and how they're worked out, never buy or sell advice.

• XIRR for SIPs: what it is and how to read it

  Why your SIP return is measured with XIRR, with a worked example.

• Capital gains tax on shares and mutual funds in India

  STCG, LTCG, the ₹1.25 lakh exemption, grandfathering and debt funds, in plain English.

• How to get your mutual fund CAS statement

  Get the free statement that lists every mutual fund you own.

Want to run the numbers? Try the free XIRR, capital gains and tax harvesting calculators.