Mutual Fund Calculators

Here is a list of available mutual fund calculators and resources. (Updated Mar. 31st 2014)

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20 thoughts on “Mutual Fund Calculators

  1. Hello Sir,
    I have been reading some of your articles and they have been very informative .Thanks for all your effort.
    I would like to know if there is any calculator to check the volatility of a full portfolio against the indices.

  2. Hello Sir,
    I have been reading some of your articles and they have been very informative .Thanks for all your effort.
    I would like to know if there is any calculator to check the volatility of a full portfolio against the indices.

  3. Hi Sir
    One suggestion, it would be nice if you can include the option to use data from VRO transaction history by importing it in an excel file. If feasible, It can save a lot of time.

      1. Not exactly,i am asking about a separate sheet which would just take the whole transaction history from VRO and compare the value of the portfolio at a particular date against various indices. You can choose monthly or any other intervals for reference.I am not sure how difficult it would be ..just putting a basic idea .

          1. Hi Sir,when you track your portfolio in VRO, it also keeps track of all mutual fund transactions in a separate tab (together) which have all the details like purchase date, nav,cost, balance amount etc. This can be downloaded to an excel file too.i believe that having all of them at single place(rather than maintaining separate tabs)
            can be helpful to determine portfolio value at any date.

  4. Hello Pattu sir, this is prashanth. I have a query …. I am actually new to mutual funds, i wish to invest in such a scheme that would offer me good returns. I am looking to invest just for an year. So i have shortlisted the following

    1) Can Robeco Emerg-Equities (G)
    2) Franklin Build India Fund (G)
    3) Reliance Small Cap Fund (G)
    4) UTI Mid Cap (G)
    5) Reliance Tax Saver (ELSS) (G)

    All these funds are offering close to 100 percent returns when invested for a year. I am looking at investing close to 70000, so please tell me if i should go ahead or how should i plan this investment. Since i am new, i am not sure how to plan ahead…. KIndly suggest me on how i should take it forward. If u have any idea on other schemes, kindly let me know

    Thanks in advance

  5. Mr Pattu,
    Apart from redeeming your MF folio on reaching targets set before start of investment, what can be the apt time-period for churing your MF folio ?

  6. Mr. Pattabiraman,

    First up, I respect your passion. You are indeed doing a yeoman service, thanks.

    I tried your principles of selecting a MF scheme. After the due diligence, I observed a huge swing in Alpla and Sharpe ratios. Then realised, benchmarks are different for different schemes and risk profiles are different too, affecting Alplha & Sharpe ratio respectively. As such, a scheme with a 3.6 alpha and 0.86 sharpe has given lower long term return than a scheme with 1.34 alpha and 0.66 sharpe. So, my doubt is whether the 5 volatility measures alone are enough to pick the one with highest return.


    1. Thank you. Sorry for the late response. I agree with your observations. I prefer either to pick consistent performers in terms of returns and then look at these metrics or focus only on downside protection

      1. Thanks indeed. I am reassured in my understanding towards selecting funds. Incidentally, your portfolio overlap tool( excellent ! ) competes the bouquet of parameters I will use to pick funds. If feels to me, that a vector of future performance potential, may be nice to fold into the analysis. Perhaps it is worthwhile to consider Morningstar analyst rating for this.

  7. Hi, I have invested 35000 (NAV 70.44) in 2010 in HDFC Tax Saver fund for which each year I received approx 3000 as dividend. As of now the NAV is 65.27. From the return perspective it is 8.5%. But when I see the %return in MF statement it shows me approx 12.5%. I am not able to understand. Can anybody please explain….

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