freefincal • Prudent DIY Investing!
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.
Seventh Pay Commission Calculator: Pay Fixation with Pay Matrix
2015年11月20日 · 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*.
RBI Repo Rate History - freefincal
2021年5月1日 · 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.
What is XIRR? How is CAGR different? A simple introduction
2015年7月22日 · 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.
SWP Calculator (Systematic Withdrawal Plan) Free Download
2014年11月19日 · 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.
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.
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
2016年12月22日 · 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 ...
FAQ on Mutual Fund Systematic Withdrawal Plans (SWPs) - freefincal
2022年1月31日 · 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 ...
The Retirement ‘Bucket Strategy’ Simulator - freefincal
2013年3月28日 · For example 40% of your corpus in FDs, 20% in a debt fund and 20% in equities. If you need 1 lakh for your expenses in the second year of retirement you draw 40% from FDs, 20% from the debt fund and 20% from equities. This is the irrespective of the performance of individual instruments. Depending on the allocation % and performance of each ...