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 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.
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 ...
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.
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.
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 ...
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 ...
Seventh Pay Commission Calculator: Pay Fixation with Pay Matrix
WEBNov 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*.
A new tool to compare five MF portfolios & find overlapping stocks
WEBApr 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 …