As readers might know, 5 mutual fund portfolios might be in contrast with the Google Sheets-based freefincal mutual fund portfolio overlap device.
Mr Sundararajan Srinivasan has up to date the device by changing the prevailing (incomplete) Inventory Sector itemizing with the usual SEBI classification.
Options
- It means that you can evaluate the portfolio of 5 mutual funds. These could be a mixture of fairness, hybrid, and debt mutual funds (excluding in a single day funds).
- Suppose mf1, mf2,mf3,mf4 and mf5 are the funds chosen; we discover the no of widespread shares and proportion overlap in fairness between mf1 and mf2; mf1 and mf3; …. mf2 vs m4 … mf4 vs mf5 (all ten mixtures).
- We are able to evaluate the sectoral distributions. For instance, mf1 has 10% of pains whereas mf2 has 5% of banks, and mf4 has 25% of international fairness.
- We are able to evaluate the credit standing distribution within the case of hybrid funds and debt funds. For, e.g. mf1 has 15% of SOV bonds, mf2 has 5% of treasury payments, mf3 has 7% of AA bonds rated by CRISIL whereas mf4 has 9% of AA bonds rated by CARE, and so forth.
- The portfolios are downloaded from Moneycontrol. The sheet is blazing quick on Google Sheets.
- What’s the value of the sheet? The sheet is free however out there solely to those that buy the freefincal mutual fund (and inventory) portfolio tracker on Google Sheets.
- Please add [email protected] to your contacts record to obtain free updates and bug fixes.
- Present customers: Please use the identical unique hyperlink and make a duplicate to make use of the up to date sheet. E mail us in the event you want help.
Walkthrough video
Screenshots of Freefincal Mutual Fund Portfolio Overlap Device (Google Sheets version)
The device is straightforward to make use of. All it’s essential to do is select fund names, and the outcomes shall be up to date inside a number of seconds.
If any fund is lacking (say an NFO launched after the publication of this device), you possibly can simply add its info following the directions on the notes web page.
That is the abstract of outcomes.
One fund vs one other (10 mixtures) screenshot.
Fairness sector allocation for fairness funds and hybrid funds. Mr Srinivasan’s up to date record is featured right here.
Bond credit standing allocation web page.
How do you get the Freefincal Mutual Fund Portfolio Overlap Device (Google Sheets version) totally free?!
- Head over to our Google Sheets portfolio tracker primary web page. See its options (there are video guides, too): Observe your mutual fund and inventory investments with this Google Sheet!
- Buy one in every of our mutual fund trackers. As an illustration: MF & Inventory Portfolio Tracker + Portfolio Visualization Module
- Additionally, you will get the hyperlink for the Freefincal Mutual Fund Portfolio Overlap Device (Google Sheets version) and the acquisition.
- Please add [email protected] to your contacts record to obtain free updates and bug fixes. It’s also possible to use this e-mail to ship suggestions on these instruments.
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