Mutual Fund SIP returns: Can you still lose money after investing for 10 yrs? How small-cap, mid, large-cap SIPs fared
New Delhi, Oct. 22 -- Investing through a systematic investment plan (SIP) for 10 years is often considered a way to navigate stock market volatility and build long-term wealth. But does investing consistently for a decade guarantee positive returns? Historical data shows that even a 10-year SIP could have ended with a loss, particularly in small-cap stocks.
According to a research by Edelweiss Mutual Fund, the worst 10-year rolling SIP return for the Nifty Smallcap 250 Total Returns Index (TRI) was -0.13%. In comparison, the Nifty Midcap 150 TRI delivered a minimum annualised return of 6.37%, while the Nifty 100 TRI, representing large-cap stocks, generated at least 5.07%.
The findings highlight the differences in returns across market...
Click here to read full article from source
इस लेख के रीप्रिंट को खरीदने या इस प्रकाशन का पूरा फ़ीड प्राप्त करने के लिए, कृपया
हमे संपर्क करें.