Mutual Fund Tools

Here is a list of mutual fund resources @ freefincal.  They have been organized in the following categories

1. Getting Started

2. Selection Guides

3. Reports

4. Perspective

5. Calculators

6. Analysis Tools

If you have suggestions for calculators, analytical tools or selection guides, please let me know. I would appreciate if you could share this with your contacts.

Analysis tools

Rolling Returns Calculator: Fund A vs. Fund B

Mutual Fund Analyzer: Fund A vs. Fund B

Mutual Fund Analysis With the Ulcer Index

Simplify Mutual Fund Analysis with Upside/Downside Capture Ratios

Mutual Fund Risk and Return Analyzer

Multi-index Mutual Fund Rolling Returns Calculator

Mutual Fund Portfolio Comparison Tool

Multi-Index Mutual Fund SIP/Lump Sum Returns Analyzer

Automated Mutual Fund & Financial Goal Tracker

Sheet Update: Mutual Fund SIP/Lump Sum Returns Analyzer

Equity Mutual Fund Portfolio Comparison Tool

Mutual Fund Rolling Returns Calculator

Mutual Fund SIP Returns Analyzer

Calculator Updates: AMFI MF NAV history downloader and MF account statement generator

Mutual Fund NAV History Downloader: AMFI and Yahoo Finance

Equity Mutual Fund Analyzer -Lite

Excel Mutual Fund NAV History Downloader

SIP Rolling Returns Analysis with Sensex Data

Generating Mutual Fund SIP Account Statements and Calculating Returns With NAV History

Excel Rolling Returns Calculator

Debt Mutual Funds vs. Fixed Deposits: Volatility Simulator

Debt Mutual Fund vs. Fixed Deposit Comparator – Version II

Comparing SIP Returns: Monthly vs. Daily vs. Quarterly SIPs

Mutual Fund Portfolio Tracker

Excel-based Mutual Fund Portfolio Returns Tracker (Version 1)

Mutual Fund SIP Returns Calculator

VIP vs SIP with Sensex returns

Comprehensive Mutual Fund Investment Mode Comparator

SIP Vs. VIP Comparison with Sensex Monthly Returns

Advantages of debt funds over fixed deposits: Calculate and Assess

FD vs Debt Mutual Fund

Direct-MF-Plan-vs-Regular-MF-Plan Comparators

Should We Switch To Direct Mutual Fund Plans? Calculate and Consider

New Calculator! Impact of mutual fund expense ratios!

Impact of MF Expense Ratio Calculator

Register for the Hyderabad DIY Investor Workshop Nov 27th 2016

Check out the latest mutual fund returns listing


Buy our New Book!

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Practical advice + calculators for you to develop personalised investment solutions

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8 thoughts on “Mutual Fund Tools

  1. Jay Cobb

    that is one heck of a collection of articles and calculators ... am tempted to identify you as the source The One the mf universe 🙂

  2. Divya

    Thank You Sir . Such an awesome one stop shop to learn it. You are making such a difference to so many "DIY" investors. So selfless and for that - Thank You. Personally, I have made such a progress in learning about MF. I always thought it is to technical and hence, "Later". Now, I try and learn something everyday!

  3. Kirit Joshi

    Dear Sir,
    Is it possible to make your articles mail-able? I mean, can I send link or the article to my friends by an email? It would definitely help others likeminded people to share ideas and get awareness.

  4. Anulekha

    Hi ! Your site is great.. Is there a calculator for calculating dividend yield across funds ? Or have I not searched the site hard enough 🙂


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