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New to Mutual Funds; Already an MF Investor; ... DOWNLOAD MONTHLY MF FACT SHEETS. ... Mutual Fund Summit | Videos ...
American investors often turn to mutual funds and exchange-. traded funds (ETFs) to save for retirement and other financial goals. Although mutual funds and ETFs have similarities, they have differences that may make one option preferable for any particular investor.
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Exercise 1: View the Growth chart for a fund. This exercise uses the Small Value Five Star Funds list created during the Working with Lists Onboarding Exercise Guide. If you have not created this...
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- Monthly Sip Transactions
- Find Nav Sheet
- Goal Analysis Sheet
- Portfolio Chart Update
- Portfolio Visualisation
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(1) Retirement dashboard (click to view zoom-out images) 1. Each investment in a fund needs to be identified by a unique nickname 2. Two folios held in the same fund must be given different nicknames. 3. Each fund’s AMFI Code (black arrow above) must be entered. See the video on how to do this. Instructions are also available in the sheet. 4. The b...
The screenshot below shows the SIP transactions page. Once you enter the SIP details along with the fund nickname and AMFI code, all transitions will be auto-generated. This is for monthly SIPs only. Weekly or daily or quarterly SIPs will not work. SIP Transactions page in the Freefincal MF and Stock Portfolio TrackerThese transactions should be co...
For lump sum investments or redemptions, you can use this sheet to find the NAV for any dates on or after 3rd April 2006.
A basic goal progress analysis sheet is included. It has plenty of simplistic assumptions, and the results should only be treated as a ballpark estimate. We recommend using our robo advisory tool for accurate analysis. See: How to use the freefincal robo advisory tool to track the progress of our financial goals.
MF portfolio Value Chart in the Freefincal MF and Stock Portfolio Tracker. A simple trigger can be set up to update the overall equity and debt portfolio values daily, weekly, or monthly. The user needs to set up this trigger. It will only take a few seconds. See screenshots in the trigger section below and also see the video. Please follow these s...
This shows the evolution of my son’s future portfolio compared with Nifty 50 TRI. For fund details, see: Lessons from investing for my son’s future for the last 12+ years Please follow the video on how to set up the portfolio visualization module. NOTE: You can buy sheets with this module already set up and ready for use (options A and C below). Th...
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 trac...
By consolidating your mutual fund holdings in one document, you can streamline tracking, make informed decisions, and ensure your investment records are accurate. Take the necessary steps to obtain your consolidated statement, and stay in control of your mutual fund investments effortlessly.
Fund factsheet, which is endeavored to be published monthly, provides information our key schemes. It includes information such as Scheme objective, Inception date, Fund Manager, Portfolio Holdings, Risk Ratios, Historical performance, and much more.
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An expanded view of mutual fund portfolio statistics, allocations, holdings and performance.
