Last Updated on January 10, 2023 at 10:14 pm Use this automated mutual fund rolling returns calculator to evaluate the consistency in performance of a mutual fund over any interval from April 3rd 2006 onward. You can compare results with benchmarks like Sensex, CNX Nifty, CNX Small-cap, and CNX Mid-Cap. This version is a major improvement…
Continue reading →Last Updated on September 11, 2021 at 6:44 pm Annualized yield is a notion associated most often with fixed deposits. Many of us do not realize that it could be used with recurring deposits as well. It can be, and is used by many banks. FD yield though misleading, is at least correctly calculated. I…
Continue reading →Last Updated on June 21, 2016 at 10:23 am The difference between annual yield and annual interest and how it can be used to misrepresent gains from fixed deposits is discussed. Let us face it, most investors are confused with the two percentages associated with a fixed deposit: annual interest and annual yield. Most people…
Continue reading →Last Updated on September 10, 2016 at 10:52 am Excel’s IRR and XIRR and simple but excellent tools to estimate the returns from a periodic investment in a volatile instruments (eg. Mutual fund SIP). Unfortunately, two issues affect its usage: Bug(s) of unknown origin that make it give the wrong result sometimes. Read more about…
Continue reading →Last Updated on December 18, 2021 at 10:30 pm A retirement plan is a road map that helps you understand, plan and prepare for a financially independent life post-retirement. Well, that is what it is supposed to be! Unfortunately, each person’s retirement roadmap is unique. While past and peer experience can aid to a certain…
Continue reading →Last Updated on January 10, 2023 at 10:13 pm Use this tool to analyze the returns from monthly SIP investments in mutual funds for investment periods ranging from one to seven years. For comparison, SIP returns of an equity index (choose among Sensex, Nifty, CNX small cap and CNX mid cap) is also calculated. Features…
Continue reading →Last Updated on December 18, 2021 at 10:30 pm In the last couple of days AMFI has changed it web address! From www.AMFI.com, it is now http://portal.amfiindia.com Therefore, I had to make this change in the mutual fund NAV history downloader. Also, while working on a mutual fund SIP returns analyzer, I noticed minor bugs in…
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