Asymmetrica Glossary

XIRR (Extended Internal Rate of Return)

Also called: XIRR, extended IRR

The annualised rate of return on an investment with irregular cash flows — the right yield metric for endowment policies.

XIRR is the discount rate that makes the net present value of a series of dated cash flows equal to zero. Unlike CAGR, which assumes a single inflow and a single outflow, XIRR handles arbitrary cash flow schedules — ideal for insurance policies where premiums are paid over many years and the maturity payout comes much later.

For an LIC endowment, the XIRR cash flow series is: negative entries for each premium paid (one per policy year of the PPT) and a positive entry for the maturity payout in the final year. Most participating endowments produce XIRRs in the 4–7% range — modestly above a fixed deposit, but well below long-term equity returns.

Worked example

Pay ₹26,500 per year for 15 years on a 21-year Jeevan Labh policy, receive ~₹11.5 L at maturity in year 21. The XIRR is approximately 7.2% (assuming the latest declared bonus rate holds).

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