LEARN
Understand the number before you trust it.
Six plain-language guides to the measurements that decide whether a portfolio is actually doing what you think it is.
Reviewed and datedEvery guide carries the month it was last reviewed, so you can see how current it is.
Worked from real arithmeticEach one shows the calculation on a concrete example rather than asserting a rule.
SourcedDefinitions cite the publication they come from, and link to how OmniAsset computes them.
XIRR vs CAGR: which return is telling the truth?CAGR assumes one investment held to the end. XIRR handles many cash flows on different dates — which is what a SIP or a topped-up portfolio actually is.
Two funds, one bet: how overlap sneaks in.Five funds can still be a bet on the same ten stocks. How overlap is measured, and what a high number actually means for your risk.What an expense ratio really costs over ten years.A half-percent difference, compounded, in rupees rather than percentages — and when a higher fee is still the better deal.
Read it, then check your own portfolio against it.
Every guide names the measurement, shows a worked example and links to where OmniAsset computes it.
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