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Mutual Fund Rolling Returns Calculator

Use this automated mutual fund rolling returns calculator to evaluate the consistency in performance of a mutual fund over any interval from April 3rd 2006 onward. You can compare results with benchmarks like Sensex, CNX Nifty, CNX Small-cap, and CNX Mid-Cap. This version is a major improvement over the previous Excel Rolling Returns Calculator.  The analysis…

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Calculator Updates: AMFI MF NAV history downloader and MF account statement generator

In the last couple of days AMFI has changed it web address! From www.AMFI.com,  it is now http://portal.amfiindia.com Therefore, I had to make this change in the mutual fund NAV history downloader. Also, while working on a mutual fund SIP returns analyzer, I noticed minor bugs in the mutual fund account statement generator and returns calculator….

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Excel Mutual Fund NAV History Downloader

Use this tool to download mutual fund NAV history from Yahoo! Finance. Features Get full historical NAV from inception – not possible with the painful to use AMFI site. Fast download! Select frequency: daily/weekly/monthly Sort ascending or descending For dividend mutual funds obtain dividend history alone Suitable for Indian Mutual Funds only. Uses of Mutual…

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SIP Rolling Returns Analysis with Sensex Data

No matter how often we mention/promote/advertise that equity investments if continued over a long enough period would generate handsome returns, many investors seem to require constant reassurance and encouragement to continue their equity investments. A person who wishes to remain anonymous made the following SIP rolling returns analysis with Sensex data to provide his friends…

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IRR/XIRR – Excel – Limitations of Calculating Complex Cash Flow Returns

Excel’s IRR and XIRR functions are often used to calculate the rate of investment returns. In this post, let us discuss the limitations of XIRR and IRR functions. Credit:  This discussion is inspired by financial planner Mr. Hari who posted a video describing the limitations of IRR and XIRR on my XIRR calculator page. The video (a must…

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FD, RD, Debt Mutual Fund

Here is a list of calculators and resources related to fixed deposit (FD), recurring deposit (RD) and debt mutual funds. 1. Fixed Deposit and Recurring Deposit Calculators FD-Maturity value Comprehensive Fixed Deposit Calculator – I: Total and Advance Tax Liability Comprehensive Fixed Deposit Calculator – II: The Income Clubbing Headache  Variable RD Calculator Comprehensive Recurring…

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Generating Mutual Fund SIP Account Statements and Calculating Returns With NAV History

Use this excel tool to generate an account statement and calculate returns for your mutual fund SIP investments using NAV history. First, a few thoughts about calculating SIP returns. There are many ways to calculate returns from a SIP investment using Excel. Many prefer to use a function known as XIRR to estimate returns. Yes,…

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