freefincal • Prudent DIY Investing!
WEBThe 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.
Mutual Fund News, Analysis and Insights • freefincal
WEBPublished on July 6, 2024 / By M. Pattabiraman Twitter: @pattufreefincal. On 1st July 2024, SEBI released a consultation paper for “Introduction of Mutual Funds Lite Regulations (MF LITE) for passively managed Mutual Funds Schemes.” aimed to “reduce the compliance requirement, foster innovation, encourage competition and promote ease of ...
SWP Calculator (Systematic Withdrawal Plan) Free Download
WEBNov 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.
CAGR vs. IRR: Understanding investment growth measures
WEBJul 20, 2016 · To calculate IRR, all we need to do is to type. =IRR (F2:F17) in any cell we want. The answer is 20%. Notice that. CAGR = IRR (lump sum investment and constant returns) Case 2: Fluctuating returns. Next we will consider a one-time investment in an instrument with highly volatile returns for 15 years.
What is XIRR? How is CAGR different? A simple introduction
WEBJul 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.
Financial planning template: Create your own financial plan!
WEBNov 29, 2013 · Create a financial plan for retirement, 5 non-recurring financial goals (child’s education, marriage etc.) and 2 recurring financial goals (vacation, annual medical tests etc.) Calculate the life insurance needed for financial independence of your family after your time. Important goals like children’s education and marriage are also accounted.
Track your mutual fund and stock investments with this Google …
WEBMar 27, 2022 · After purchase, you will be directed to make a copy of the Google Sheet. Please make a copy and then proceed to enter transactions. (A) Mutual Fund tracking + Stock tracking + Portfolio visualisation for mutual funds: Click to pay Rs. 1000 and get the freefincal mutual fund and stock tracker with portfolio visualization for MFs. (B) Mutual Fund ...
Execution only platforms (EOPs) – what does it mean for
WEBPublished: June 16, 2023 at 6:00 am. SEBI has created a new class of intermediaries called execution-only platforms (EOPs) for direct plan mutual funds. This will differentiate between an EOP and an RIA and provide clients with a clear grievance redressal mechanism. Those offering direct mutual fund investment portals are currently registered ...
Stock Analysis Spreadsheet for U.S. Stocks: Free Download
WEBUse 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...
EPS Pension Calculator 2019 (Revised): How much will my
WEBNov 30, 2017 · Pensionable annual salary = 20,304. Revised EPS pension = 20304 x 22/70 ~ 6382. If the EPS contribution was not increased EPS pension would have been Rs. 4183. Thus by increasing the EPS contribution to 8.33% of full salary, the monthly pension has increased by about 53%. Hang on.