How can I do my Mutual fund returns analysis ?

POSTED BY Rekha ON January 10, 2015 8:10 am COMMENTS (2)

I would like to review my one year investment in mutual funds. Both SIP and lumpsum investments were made in different dates/amount. Please suggest me a good tool that finds out the return %, compares with its peer funds. Also what would be the parameters/benchmark values to look at in the returns.


2 replies on this article “How can I do my Mutual fund returns analysis ?”

  1. Arshad Mirza says:

    alternatively you can use excel as well…for more details on using excel to track your MF portfolio go to :

  2. jaimin says:

    there are lots of website like morning star and valueresearchonline you will find it there.
    compare your fund w.r.t fund’s index

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