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.
What is XIRR? How is CAGR different? A simple introduction
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.
RBI Repo Rate History - freefincal
May 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.
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 ...
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...
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*.
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.
List of Fee-only Financial Planners in India (SEBI RIAs) - freefincal
Jul 31, 2016 · Location does not matter! These planners work with clients from all over the globe, and it is perfectly possible to work online. If you want testimonials, see: Here is why you can safely consult a fee-only advisor living in another city You can learn more about these planners via their websites and guest posts: Fee-only archives. FAQ …
How to get tax benefits under a Hindu Undivided Family (HUF)
May 21, 2020 · A HUF consists of a Karta (a senior-most member of the family *), co-parceners (all members of the family, including daughters with effect from 09.09.2005 when The Hindu Succession (Amendment) Act, 2005 came into operation) and members (females coming into the family after marriage & adopted children). * The Hon’ble Delhi High Court ruled in favour of a woman being the Karta of a HUF in Jan ...