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The freefincal mutual fund portfolio overlap tool (first published July 2017 and updated May 2019) is now fully updated to work blazing fast on Google Sheets. The features of the tool are listed below. Updated Aug 2024 with SEBI classification of stock sectors! It allows you to compare the portfolio of five mutual funds.
What is XIRR? How is CAGR different? A simple ... - freefincal
Jul 22, 2015 · Here CAGR represents the year on year compounded growth and is known as compounded annualized growth rate. In the present case, CAGR = 13.9%. CAGR is obviously necessary only when the annual returns vary. If the returns are the same (like in an FD), the maturity value will be known the moment you create the FD.
Mutual Fund Portfolio Overlap Tool: Compare 5 funds to
Published: July 26, 2017 at 10:25 am. Last Updated on April 21, 2022 at 7:33 am. Use this free Mutual Fund Portfolio Overlap Tool to compare five mutual funds and find out the common stocks and percentage portfolio overlap. Update April 2022: This tool is now available on Google Sheets.
SWP Calculator (Systematic Withdrawal Plan) Free Download
Nov 19, 2014 · SWP Calculator (Systematic Withdrawal Plan) Free Download. An SWP or a systematic withdrawal plan is the lesser-known cousin of the SIP. In an SWP, an investor would receive a specific sum at periodic intervals (monthly, quarterly etc.) from a lump sum invested in a mutual fund. Here is an SWP calculator with a step-up option.
Seventh Pay Commission Calculator: Pay Fixation with Pay Matrix
Nov 20, 2015 · Add current pay + grade pay*. This sum is your current basic pay. Multiply above sum by 2.57 and call this S. The report says use 2.57 for all cadres. However, in the pay matrix (see below) the multipier varies with grade pay. The calculator allows you to do both. Determine the level corresponding to your grade pay*.
FAQ on Mutual Fund Systematic Withdrawal Plans (SWPs) - freefincal
Jan 31, 2022 · FAQ on Mutual Fund Systematic Withdrawal Plans (SWPs) Published on January 31, 2022 / By M. Pattabiraman Twitter: @pattufreefincal. Published: January 31, 2022 at 7:00 am. In this article, we cover the essentials of a mutual fund systematic withdrawal plan (SWP) by answering some frequently asked questions. 1: What is a Systematic Withdrawal ...
A new tool to compare five MF portfolios & find overlapping stocks
Apr 21, 2022 · The features of the tool are listed below. Updated Aug 2024 with SEBI classification of stock sectors! It allows you to compare the portfolio of five mutual funds. These can be a mix of equity funds, hybrid funds and debt mutual funds (excluding overnight funds). Suppose mf1, mf2,mf3,mf4 and mf5 are the fund chosen, we find the no of common ...
Stock Analysis Spreadsheet for U.S. Stocks: Free Download
Use this free Excel spreadsheet to analyse and evaluate U.S. stocks listed at the NASDAQ or NYSE. Five valuation model are available, along with Piotroski, Dupont, Altman Z-score and earnings power analysis. How to use the sheet 1: Go to Morningstar.com and enter the name of a stock in the top search box 2: Select the...
MF Utility Portal User Guide: Updated Second Edition - freefincal
Dec 22, 2016 · Last Updated on September 27, 2023 at 3:51 pm. Here is an updated step-by-step user guide prepared by Anish Mohan to buy and sell direct mutual funds using the MF Utility portal – a free (as of now) “Transaction Aggregating Portal” run about 25 AMCs jointly. Whether you are considering getting a new account or already have one, this guide ...
List of Calculators - freefincal
This is a list of all calculators available at freefincal. These are our latest tools. They are regularly updated and maintained. Robo Advisory Template This is our flagship comprehensive financial planning tool. Nifty Valuation Tool: Find out if the stock market is expensive or cheap in multiple ways. Tactical Asset Allocation: A tool for ...