1

Do you know what your investing growth rate is? No, I am not asking about your investment growth rate or CAGR. I am referring to your investing CAGR - the rate at which your investments have increased over a period of time.

When I made my first retirement calculator about 6/7 years ago, the first thing I realized was  the importance of adding the rate at which investments increase as an input

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20

‘Should I buy a house/apartment now’ or ‘should I continue to stay in a rented accommodation?’  I am sure you would agree that this is a common dilemma faced by many youngsters.

In fact, although there are several decent ‘rent’ vs. ‘buy’ calculators available, I continue to receive requests to make one.  For a variety of reasons, I am not motivated to make one although from a mathematical

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42

MF Utility is a free “Transaction Aggregating Portal” run about 25 AMCs jointly. It allows users to invest in direct mutual fund plans. Here is a step-by-step user guide prepared by Anish Mohan to buy and sell direct mutual funds using the MF Utility portal.

If you are thinking about getting an MF Utility account, this post will give you an idea of what to expect, and the pros and cons of transacting

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22

Use this tool to analyse the consistency in performance of your mutual fund holdings with respect to their benchmarks (43 indices from BSE and NSE). You can also use this to evaluate new funds that you want to invest in. This is the fourth version of the  Rolling returns calculator  The present version is an offshoot of the  Multi-Index Mutual Fund SIP/Lump Sum Returns Analyzer 

The following

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2

Use this Excel tool to download historical data of 43 indices from the BSE and NSE extracted from Moneycontrol.

Finding a reliable source of historical index data to use for the Multi-index Mutual Fund Rolling Returns Calculator and the Mutual Fund Risk and Return Analyzer V 4.0 is an ongoing journery for me.

First I tried to get it straight from the BSE: <a href="http://freefincal.com/sp-bse-indices-historical-data-downloader/

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