Expectation vs reality: Why you should not assume 20%+ equity returns-what Nifty 500 historical data reveals
New Delhi, Sept. 18 -- When equity markets deliver strong returns, it can be easy for investors to start treating those gains as a new baseline. But history suggests that very high returns are not what investors experience most often.
In an X post, Niranjan Avasthi, President at Edelweiss Asset Management, highlighted the importance of keeping return expectations realistic. "When markets deliver unusually strong returns, it is tempting to treat those outcomes as the new normal," he noted.
Data reveals that across 258 three-year rolling return observations for the Nifty 500 TRI since 2005, the most common outcome was a CAGR of 10%-20%. This range accounted for 119 observations, or 46% of the total.
A three-year rolling return measures t...
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