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.
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.
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.
Mirae Asset NYSE FANG+ ETF and FOF Review - freefincal
WEBApr 19, 2021 · The Mirae Asset NYSE FANG+ ETF Fund of Fund is an Open-ended fund of fund scheme predominantly investing in Mirae Asset NYSE FANG+ ETF. The NFO period of both funds begins today (April 19th 2021). In this review, we analyse the Fang+ Index and if it makes sense to consider these funds for “international diversification”.
How to File ITR Online (FY 2022-23): A Comprehensive Guide
WEBJun 28, 2023 · 4. Fill in the required details, such as PAN, name, date of birth, contact details, etc., and register yourself. 5. After registration, activates your account using OTP, net banking, or other provided options, and your account is ready to file ITR Online. 👉 Check the PAN & Aadhaar Link Status.
How to calculate LTCG with Grandfathering for equity ... - freefincal
WEBJun 9, 2024 · by multiplying the price per share Rs.605 by 1000, the number of shares held on 31-01-2018, or. by multiplying the pro-rata price per share i.e., Rs.302.50 (605/2) by 2000 – the number of shares sold which equals to Rs.6,05,000 and thus a capital gain of Rs.7,25,000. The correct method of filling Schedule 112A.
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...
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).
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 ...
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 ...