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Use this tool to analyse the performance of equity mutual funds with 31 indices from BSE and NSE. Monthly SIP and lump sum investments for periods ranging from one to seven years can be compared. This is the third version of the Mutual Fund SIP Returns Analyzer. The present version is an offshoot of the S&P BSE Indices Historical Data Downloader
The following Indices are available for comparison:
NSE: CNX Nifty, CNX Mid Cap, CNX 500, CNX 100
The NSE server is not Excel friendly. So data for these indices from April 2006 to Oct 2013 is stored in the file. Data from Oct. 2013 to-date is obtained from Yahoo Finance.
BSE: All 27 indices!
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Features
- Choose the mutual fund you need to analyze, click the analyze fund macro button and observe the results! As simple as that.
- Mutual Fund NAV history from 3rd April 2006 to the last business day are retrieved from the AMFI website.
- Why April 3rd 2006? That is the last date in the AMFI database! If you want NAV history from fund inception you can use this downloader to retrieve it from Yahoo! Finance. However, this is not possible for some funds like HDFC Top 200.
- SIP returns, investment value, total units etc. are calculated for investment durations ranging from 1 to years with the last business day as the end-date
- Choose a relevant equity index, click the analyze index macro button and observe results!
- Lump sum returns for (approximately) the same period as the SIP duration is also calculated for the fund and index.
- You can also calculate returns for any two dates within the NAV history (instructions in the file)
- Here is a screenshot of the Mutual Fund SIP Returns Analyzer
Version 5: Download the multi-index rolling returns calculator June 2017
Download the Multi-Index Mutual Fund SIP/Lump Sum Returns Analyzer
Join our 1500+ Facebook Group on Portfolio Management! Losing sleep over the market crash? Don't! You can now reduce fear, doubt and uncertainty while investing for your financial goals! Sign up for our lectures on goal-based portfolio management and join our exclusive Facebook Community. The 1st lecture is free! Did you miss out on the lockdown discount? You can still avail it! Follow instructions in the above link!
Want to check if the market is overvalued or undervalued? Use our market valuation tool (will work with any index!)
About the Author
M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Twitter or Linkedin Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management. He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice.He conducts free money management sessions for corporates and associations on the basis of money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association. For speaking engagements write to pattu [at] freefincal [dot] com
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As usual the calculator is superb. Thank You
Thank you very much.
As usual the calculator is superb. Thank You
Thank you very much.
Thanks Pattu…………great work…….!!!!!!
Thanks. Will release the rolling returns calculator with these indices
Thanks Pattu…………great work…….!!!!!!
Thanks. Will release the rolling returns calculator with these indices
Thanks Pattu for the great work….
Thank you very much.
Thanks Pattu for the great work….
Thank you very much.