Why Mutual Fund SIPs
When you’re out to invest, you hear a lot of advice... But what’s right for you? That depends on your objective, risk appetite, investment horizon and an apples-to-apples comparison.
Let's compare the Returns Performance of different investment types over different investment spans...
[Returns in this case are compounded annual growth return (CAGR) over different periods of time. The return data of MF, real estate and fixed deposits are sourced from Economic Times & Value Research. The ULIP return data is obtained from Morningstar. MF returns mentioned is for multi-cap diversified fund sourced from Value Research as on 28 Oct’2017.]
Clearly, MFs have outperformed other investments, consistently, both in the short and the long term. Wishfin recommends that while you need to keep your investments diversified, you should allocate a healthy amount to mutual funds for the long term.
Note – Above returns are compounded annual growth return (CAGR) over different periods of time. The return data of MF, real estate and fixed deposits are sourced from economic times & value research. The ULIP return data is obtained from Morningstar. MF returns mentioned is for multi-cap diversified fund sourced from Value research as on 28 Oct’2017.