Last Updated on
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!
Hate ads but would like to support the site? Subscribe to our ad-free newsletter and get beautifully formatted full articles delivered to your inbox!
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
Do check out these related articles:
Hate ads but would like to support the site? Subscribe to our ad-free newsletter and get beautifully formatted full articles delivered to your inbox!
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 LinkedinPattabiraman 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, TamilNadu Investors Association etc. For speaking engagements write to pattu [at] freefincal [dot] com
About freefincal & Content Policy
Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on developments in mutual funds, stocks, investing, retirement and personal finance. We do so without conflict of interest and bias. We operate in a non-profit manner. All revenue is used only for expenses and for the future growth of the site.Freefincal serves more than one million readers a year (2.5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any kind of paid articles, promotions or PR, satire or opinions without data. All opinions presented will only be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)
Connect with us on social media
- Twitter @freefincal
- Subscribe to our Youtube Videos
- Posts feed via: Feedburner
Our Publications
You Can Be Rich Too with Goal-Based Investing
My 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 Want
My 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 earnerThe ultimate guide to travel by Pranav Surya
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)
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.