Mutual Fund Calculators

Published: July 17, 2013 at 6:35 am

Last Updated on

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

Flagship Calculator:

 Automated Mutual Fund & Financial Goal Tracker

Mutual Fund Calculators/Resources

Want to know how to reduce fear, doubt and uncertainty while investing for financial goals? Sign up for our lectures on goal-based portfolio management and join our exclusive Facebook Community

Equity/Stock Resources

Do share if you found this useful
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

Pattabiraman editor freefincalM. 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

About freefincal & its 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. Follow us on Google News
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

Our Publications


You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingThis 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

Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis 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

Your Ultimate Guide to Travel

Travel-Training-Kit-Cover-new

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

Free Apps for your Android Phone

Comment Policy

Your thoughts are the driving force behind our work. We welcome criticism and differing opinions.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.

20 Comments

  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.

    Lakshmanan

    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….
    Regards,
    Neeraj

Leave a Reply

Your email address will not be published.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