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Mutual Fund Tools

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

10 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 ..as The One ..in the mf universe 🙂

    Reply
  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!

    Reply
  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.

    Reply
  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 🙂
    Thanks!

    Reply
  5. Darshan Trivedi

    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

    Reply
  6. Kunjan Sheth

    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

    Reply

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