Mutual Fund SIP and Lump Sum Rolling Returns Calculators

Published: April 8, 2016 at 7:46 am

Last Updated on

This is a triple update announcement – to two rolling returns calculators and to the Google spreadsheet for tracking financial independence.

First two updates: The mutual fund lump sum and SIP rolling returns calculators have been updated with additional benchmarks.

Rolling returns calculators provide a simple, easy to understand visual representation of how consistently a mutual fund has outperformed its benchmark.

A total of 47 benchmarks is now available for comparison.These include Nifty TRI, Sensex TRI, BSE 200 TRI, BSE 500 TRI,Nifty, CNX 100, CNX Mid Cap, CNX 500, Sensex, BSE Small Cap, Mid Cap, BSE 100,200, 50 etc.as

TRI refers to total returns index. That is the index has been calculated with dividends reinvested.  These are obtained manually from the S&P website and updated up to 4th April 2016. Links for updating each index is provided in the sheet.

The TRI indices are stored in the sheet while other indices are downloaded from Moneycontrol.

With this update, lump sum rolling returns sheet and the SIP rolling returns sheet are now identical in features with the Mutual Fund Downside Protection Calculator.

The third is an update to the recently posted, Google Spreadsheet for tracking progress to financial freedom by Guhan Ramanan.

Pranav Date has added as asset allocation graph to the above spreadsheet. Here is a screenshot.

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Download links

Version 5:  Download the multi-index (lump sum) rolling returns calculator June 2017

Download the mutual fund lump sum rolling returns calculator (Win Excel 2007 and up, macros and data connections to be enabled)

Download the mutual fund SIP rolling returns calculator (Win Excel 2007 and up, macros and data connections to be enabled)

Link to the updated financial freedom calculator

By the way, the Mutual Fund Portfolio overlap tool is now available in Mac: Personal Finance Calculators for Mac Excel

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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.
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5 Comments

  1. Hi Pattu, I’m trying to analyse HDFC Balanced Fund / Franklin India Balanced Fund using the rolling returns calculator. The benchmark on VR says CRISIL Balanced Fund Aggressive. There is no such option on the calculator. Could you tell me the closest Benchmark Index I could use to compare?

    Regards,
    Surabhi

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