Showing posts with label EQUITY. Show all posts
Showing posts with label EQUITY. Show all posts

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 


Friday, April 18, 2025

Different Asset Classes

 In 1987, the Sensex stood at just 442. Today, in 2025, it’s crossed 75,000.

 That’s not growth. That’s a revolution—a 170x surge.

Gold, with all its glitter, rose from ₹2,570 to ₹92,000.


 Impressive, yes—but that’s just 35x.


PPF and FDs? Reliable, predictable. But as interest rates dropped from 12% to 7.1%, they’ve struggled even to keep pace with inflation.


And yet, through every shock and storm, the Sensex kept doing what it does best: compounding.


It wasn’t always smooth sailing:

2008: The Sensex crashed over 50%. Gold held steady.

2020: The pandemic sparked panic. Gold glittered—but equities came roaring back.


2011–2015: Equities went flat. Debt played the stabilizer.

That’s the real story: not one asset, but a combination.


Equities build long-term wealth.

Gold shields during uncertainty.

Debt offers peace of mind and balance.

Asset allocation isn’t about avoiding risk.


 It’s about surviving the storm—so you’re still there to enjoy the sunshine.

And that sunshine?

 It’s in equities.

 Always was.

 Always will be

https://slfinancialservices.wylth.com/