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.
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.
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)
Subscribe and join the freefincal Youtube community!
Connect with us on social media
- Twitter @freefincal
- Subscribe to our Youtube Videos
- Posts feed via: Feedburner
- We are also on Google PlusandPinterest
Do check out my books
Get it now. It is also available in Kindle format.
Gamechanger: Forget Startups, Join Corporate & 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 youngearner
The ultimate guide to travel by Pranav SuryaThis 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 PhoneAll 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)