Thursday, May 29, 2025

Asset class performances


 Above chart shows performance of different asset class from 1996 to 2025 till now.

Also last four line gives performance asset classes like PPF, FD, Gold, Silver and equity (sensex also nifty 500)

Where every year Rs 50000 invested in all asset classes given above.

Total invested value.                 Rs 15 lakh

Present value in each asset classes

Asset Class.                      P value.             CAGR

1.    PPF                         Rs     63.21 lakh.         8.2 %

2.    Fixed deposit        Rs.    54.5  lakh.         7.4 %

3.    Gold.                       Rs  135.7 lakhs         12.  %

4.    Silver.                     Rs.   93.2 lakhs         10.1 %

5.    Sensex ( Equity).  Rs. 191.2 lakhs.        13.7 %

6.    Nifty 500.               Rs. 233.2 lakhs.        14.7%

In direct equity we don't know stock selected by gives superior return or bad return.

So better to choose equity mutual funds to give superior returns. As fund manager experts in equity and  will handle our portfolio.

To start with equity, debt and gold mutual funds,  individually in equity select equity funds or combination with other asset classes select Hybrid funds.

To start with any mutual fund schemes sign up hear

https://slfinancialservices.wylth.com/

Have happy journey in investment 


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