We have built a nifty calculator that helps the user in taking an informed investment decision when investing in mutual fund.
It is never an easy decision which mutual fund to invest in. There are multiple factors that one takes into account when he/she decides to invest in a mutual fund.
One of the popular methods is to identify mutual funds through their historical fund performance. What return did the mutual fund give to the investor.
Best Selling Books Best Sellers in Kindle StoreThis calculator helps in quickly calculating the return one can expect based on historical performance for a portfolio of up to 6 Mutual Funds.
We have built this calculator that uses Google Finance function to get the required market data.
Click here to download/ access the Google Sheet Based Calculator
Enter the value in cells highlighted in yellow color and the calculated result will be provided in the results section highlighted in green color. It is suggested to not tinker/ edit other sheets as they have the required calculations for each scenario.
How to get the Google Finance Ticker:
Step 1: Go to Google Finance Website (LINK)
Step 2: Click on India
Step 3: Search for the mutual fund by name
Step 4: Click on Mutual Fund category
Step 5: Identify the correct mutual fund
Step 6: Click on the correct Mutual Fund and Copy Paste the Ticker with “MUTF_IN:” in the beginning and remaining ticker after it without space, e.g. MUTF_IN:HDFC_FLEX_CAP_1OOMECW
Please note this is a mathematical calculator for indicative result purposes. Take a financial decision to invest in financial instrument or asset type after thorough due diligence and research.
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