Mutual Fund Tools

Last Updated on September 19, 2019 Hi, welcome to freefincal.com. I have been publishing free resources for mutual fund selection, review, analysis, understanding of risk and reward for close to five years now. They have been organized here in the following categories. 1. Getting Started 2. Selection Guides 3. Reports 4. Perspective 5. Calculators 6. Analysis...

Last Updated on

Hi, welcome to freefincal.com. I have been publishing free resources for mutual fund selection, review, analysis, understanding of risk and reward for close to five years now. They have been organized here 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. Do consider buying my new book, You Can Be Rich Too With Goal Based Investing, co-authored with Subra(money.com) and published by CNBC TV 18. Details below.

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

Impact of MF Expense Ratio Calculator

You Can Be Rich Too

you-can-be-rich-too

My new book with PV Subramanyam, published by CNBC TV 18

The book comes with 9 online calculator modules to create your own financial plan.

It also has detailed selection guides for equity and debt mutual funds.
Amazon ₹375
Kindle (₹ 244.30)

Infibeam ₹ 280 with Coupon BS10

Googe Play Books App Store (₹ 244.30)

Read a Sample Chapter and Buy Now!

What Readers Say

  • Simple and powerful This book empowers the reader with the concepts in easy to understand & simple form. Those who have been reading blogs of both authors would know that they are not only good with finance domain but also have a knack of simplifying the methods of investing for their readers. This book by them is a gem of financial knowledge for people who are starting to invest or want to get better at it. The presentation and the thought process with calculators is extremely powerful.The book should be read & calculators used simultaneously to understand the concepts well. The calculators when used with real inputs will show you where you are & where you need to reach for each of your goals. Don’t ignore these numbers.Learnings from Chapters 7 to 11 will help you avoid going off path & saving your money from financially hazardous products. With discipline & right approach suggested here you wouldn’t need a financial advisor to build wealth.
  • This is perfect book on personal finance. Very nicely explained about taxation about debt mutual fund. Topics like early investing and asset allocation are very well explained. – Mahesh Deshmukh
  • Highly Recommended For anyone who wishes to take control of his/her finance this book is a must read. Very simply put, even an amateur in finance will be able to understand and implement. The author genuinely attempts to inculcate the habit of investing among the people who have the ability to invest but refrain from doing it, either due to lack of time , interest or understanding!. The message from the book is ” Investment done without setting a goal/ objective is like leaving for a trip without knowing the destination, not everytime the end result will be promising. Hence, it’s important to invest in a planned & disciplined manner.” A read is highly recommended ????
  • A must book for everyone who wants to take control of personal finance. Nice explanation of how a debt mutual fund works. Bonds trading and indexation benefits in high inflation years were something new I learnt. After reading this book you will be able to easily choose any funds, because you will know what that fund does or how that fund works  

Read all reviews here: Amazon Reviews

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About the Author

M Pattabiraman author of freefincal.comM. 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 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, 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)

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Our Publications


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)

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.

16 Comments

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

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

  5. Sir, Value research online now shows only 1 year returns and not even 3 & 5 year returns. Pls advise any further technique to choose a mutual fund.
    Thanks,
    Darshan

  6. Dear Sir,

    How do we calculate actual returns in % for liquid funds Or any fund on daily dividend basis with reinvestment option.

    Please provide the spreadsheet for relevant calculations.

    Regards,
    Kunjan

  7. Hi, Thanks for all the information provided. I would like to seek your help in finding correponding google codes for India mutual funds. Is there a site or link where I can find those which can be used using Googlefinance formula in google sheet?

  8. Freefincal team,
    You are doing a grt job. Many tnx for the interesting calculators.
    Do you have any excel tracking sheet with ” Mean, Std deviation, Beta & Alpha” of Indian MF along with automatic update link.

    Rgds
    Kripa

  9. Updates to the lists in this article

    The article itself is from 2015. Some of the calculators and tools have become outdated for many reasons – one biggest reason being the re-categorization stuff in 2018. It would be helpful if the older calculators can be marked as such in the list.

  10. Dear Sir,
    Your excel sheets are awesome.
    I really love them.
    Thank you for such a wonderful work that too free of cost.
    Sir,
    I have a query related to V3-Freefincal-Automated-mf-portfolio-financial-goal-tracker-JULY-2018-1.

    I had a SIP of Rs 4000 in a fund. after 2 years I stopped it and continued a new SIP of Rs 5000 the same fund without any break.
    Now for input in the excel sheet Do I have to give new “SHORT unique nickname” or use the same as old .
    Please suggest.
    with great regards

  11. One more thing Sir,
    if there is a break in SIP in one month due to some bank error or something i.e. no deduction of money from my bank account.
    how to edit that in the V3-Freefincal-Automated-mf-portfolio-financial-goal-tracker-JULY-2018-1

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