Multi-Index Mutual Fund SIP/Lump Sum Returns Analyzer

/ M. Pattabiraman / 12 Comments

Last Updated on

pattu author each postBy M. Pattabiraman   

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!

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

SIP-analyser

 

Version 5:  Download the multi-index rolling returns calculator June 2017

 Download the Multi-Index Mutual Fund SIP/Lump Sum Returns Analyzer

Do share if you found this useful

Do check out these related articles:

About the Author M Pattabiraman author of freefincal.comM. Pattabiraman(PhD) is the author and owner of freefincal.com.  He is an associate professor at the Indian Institute of Technology, Madras since Aug 2006. “Pattu” as he is popularly known, 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. Pattu publishes unbiased, promotion-free research, analysis and holistic money management advice. Freefincal serves more than one million readers a year (2.5 million page views) with numbers based analysis on topical issues and has more than a 100 free calculators on different aspects of insurance and investment analysis. He conducts free money management sessions for corporates  and associations(see details below). Previous engagements include World Bank, RBI, BHEL, Asian Paints, TamilNadu Investors Association etc. Contact information: freefincal {at} Gmail {dot} com (sponsored posts or paid collaborations will not be entertained)
Want to conduct a sales-free "basics of money management" session in your office?
I conduct free seminars to employees or societies. Only the very basics and getting-started steps are discussed (no scary math):For example: How to define financial goals, how to save tax with a clear goal in mind; How to use a credit card for maximum benefit; When to buy a house; How to start investing; where to invest; how to invest for and after retirement etc. depending on the audience. If you are interested, you can contact me: freefincal [at] Gmail [dot] com. I can do the talk via conferencing software, so there is no cost for your company. If you want me to travel, you need to cover my airfare (I live in Chennai)

Connect with us on social media

Content Policy

Freefincal has original unbiased, conflict-of-interest-free,  topical reports, reviews, commentary and analysis on all aspects of personal finance like mutual funds, stocks, insurance etc. All guest authors and contributors to the site also do not have any conflict of interest. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. No promotional content.  We do not accept sponsored posts and link exchange requests from content writers and agencies. This is our privacy policy Our website is non-profit in nature. The revenue from the advertisement will only be used for hosting charges, domain registration charges, specific plugins necessary for traffic growth and analytics services for search engine optimisation.

Do check out my books

You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingMy first book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now.  It is also available in Kindle format.
Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You WantGamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantMy second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a young earner

The ultimate guide to travel by Pranav Surya

Travel-Training-Kit-Cover This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step.  Get the pdf for ₹199 (instant download)

Free Apps for your Android Phone

All calculators from our book, “You can be Rich Too” are now available on Google Play!
Install Financial Freedom App! (Google Play Store)
Install Freefincal Retirement Planner App! (Google Play Store)
Find out if you have enough to say "FU" to your employer (Google Play Store)

Blog Comment Policy

Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.

12 Comments

Leave a Reply

Your email address will not be published. Required fields are marked *