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.
RBI Repo Rate History - freefincal
WEBMay 1, 2021 · RBI Repo Rate History June 2000 To April 2023. Since the inception of the Liquidity Adjustment Facility on June 5, 2000, the repo rate is currently quite low. The repo rate varied an astonishing 20 times in 2000 to control Rupee depreciation due to higher import payments and reduced capital inflows.
Mutual Fund Portfolio Overlap Tool: Compare 5 funds to
WEBJul 26, 2017 · Most investors hold anywhere between 5- 50 mutual funds. Track the portfolio of the large cap funds in your portfolio for a couple of months and check the portfolio overlap. If it is anywhere above 60-70%, then there is not much point holding both funds (unless your portfolio is large and you are scared about putting it all in one AMC).
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.
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.
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.
MF Utility Portal User Guide: Updated Second Edition - freefincal
WEBDec 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 ...
Robo Advisory Software Tool: Build a complete financial plan!
WEBSep 7, 2017 · Get the freefincal robo advisory software tool to plan from start to finish for retirement (early, normal, before and after), non-recurring financial goals (child education) and recurring financial goals (holidays, appliances, etc.). The tool would help anyone aged 18 to 80 plan for their retirement, six other non-recurring financial goals, and ...
How to enter mutual fund and share capital gains in ITR2 (or ITR3)
WEBJun 18, 2022 · Schedule Capital Gains checklist in ITR2 and ITR3. If you have short-term capital gains from shares and equity mfs, select “Equity share or unit of equity oriented Mutual Fund (MF) or unit of a business trust on which STT is paid under section 111A or 115AD(1)(ii) proviso (for FII)”.. If you have long-term capital gains from shares and equity mfs, select “Equity share in a company or ...
Warren Buffett Method of Stock Valuation: Download free …
WEBDec 27, 2014 · Warren Buffett Method of Stock Valuation: Download free spreadsheet. The Excel stock analyzer now has two spreadsheets based on Warren Buffett’s approach to stock valuation. The valuation sheets have been built from the ground up based on this article: Valuing Stocks the Warren Buffett Way. The …
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