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)
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