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.
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
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:
[
{
"_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"
}
}
]