I mentioned CAGR of funds or calendar returns are XIRR of the funds are not available, and I don’t compare even if they are available personally, one reason being after I invest, what if the funds stop giving such return, started with active MF of course, moved to index ETFs, but mostly for trading opportunities and not as long term investment.
Also, given the maturity of our market, despite new IPOs, the chance of getting a 15% return YoY for extended periods of time is almost not going to happen. So not entirely mathematical, but with experience etc non quantifiable things, I think my XIRR is more than what any fund can give me if I invested them on the same dates and the same amount. A fund from Quant or some other AMC can give a stellar return for a couple of years, but I want sustainability, as we all do.
And even my XIRR calculation is tricky, I get 2 or even 3 XIRR values depending upon how I take the duration of all the trades into consideration.
And for your precise question, you can contact the channel owner of the video via his website, as I believe you know who he is, and if you happen to have a conversation, you can post the summary. I would like to know this from a mathematical perspective.
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