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 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. 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)
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You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingPublished by CNBC TV18, this 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 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 Rs 199 (instant download)
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