An open API service indexing awesome lists of open source software.

https://github.com/amruthpillai/mutualfund-investment-calculator

A mutual fund investment calculator which allows you to track your SIP (monthly) and Lumpsum investments and using real data from AMFI, track the performance of the fund over time.
https://github.com/amruthpillai/mutualfund-investment-calculator

Last synced: 7 months ago
JSON representation

A mutual fund investment calculator which allows you to track your SIP (monthly) and Lumpsum investments and using real data from AMFI, track the performance of the fund over time.

Awesome Lists containing this project

README

          

# Mutual Fund Investment Calculator

This is one of the most complex projects/problems I have worked on, yet. It involved a lot of math, and a lot of logical thinking, but finally, it was achieved.

In it's simplest form, it is a mutual fund investment calculator which allows you to **track your SIP (monthly) and Lumpsum investments** and using **real historical NAV data from AMFI**, to track the performance of the fund over time.

## Demo

You can check out the live demo of the application over here:
### https://mf-investment-calculator.herokuapp.com/

## Screenshot

Screenshot of Mutual Fund Investment Calculator
Screenshot of Mutual Fund Investment Calculator

## About the Data

This calculator uses a sample dataset from AMFI of the mutual fund **Aditya Birla Sun Life Tax Relief '96 - Growth Regular Option** as the entire mutual fund NAV history dataset is rather large (>4 GB) on a NoSQL database.

This is a sample excerpt of how the data looks:

```json
[
{
"_id": {
"$oid": "5c66aed8fad58f0907a176d1"
},
"amc_code": 3,
"amc_name": "Aditya Birla Sun Life Mutual Fund",
"scheme_code": 107745,
"scheme_name": "Aditya Birla Sun Life Tax Relief '96 - Growth Option",
"isin": "INF209K01108",
"nav": 9.88,
"timestamp": {
"$date": "2008-03-10T00:00:00.000Z"
}
},
{
"_id": {
"$oid": "5c66aed8fad58f0907a176d2"
},
"amc_code": 3,
"amc_name": "Aditya Birla Sun Life Mutual Fund",
"scheme_code": 107745,
"scheme_name": "Aditya Birla Sun Life Tax Relief '96 - Growth Option",
"isin": "INF209K01108",
"nav": 10.12,
"timestamp": {
"$date": "2008-03-11T00:00:00.000Z"
}
},
{
"_id": {
"$oid": "5c66aed8fad58f0907a176d3"
},
"amc_code": 3,
"amc_name": "Aditya Birla Sun Life Mutual Fund",
"scheme_code": 107745,
"scheme_name": "Aditya Birla Sun Life Tax Relief '96 - Growth Option",
"isin": "INF209K01108",
"nav": 10.13,
"timestamp": {
"$date": "2008-03-12T00:00:00.000Z"
}
}
]
```

## Credits

* [Angular v7.2.0](https://angular.io/)
* [Bootstrap v4.3](https://getbootstrap.com/)
* [ng-bootstrap](https://ng-bootstrap.github.io/#/home)
* [Highcharts](https://www.highcharts.com/)
* [Finance.js](http://financejs.org/)
* [Moment.js](https://momentjs.com/)