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Fire@YovaEngg
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NIFTY
NIFTY NEXT
NIFTY 100
NIFTY MIDCAP 150
NIFTY SMALLCAP 250
Findings
Why everyone needs a financial plan
Do Equities always give good returns over the long term (more than 10 years)
Gold never loses money (-0.38% annualized return over nearly 7 year period).
Midcaps returned -0.28%, totalized annualized returns from nifty midcap 150 over 6 year period.
0.83%, This is annualized returns from Nifty for 6 year period when annualized inflation was above 6%.
0.13%, This is annualized returns from FTSE 100 for 10 year period.
Balanced advantage funds always make money (-0.05%, This is annualized returns from Nippon Balanced fund over 5 years).
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Nifty Midcap 150
Nifty Midcap 150 Total Price Index
Symbol
NIFTYMIDCAP150
Initial Amount
Frequency: Monthly
End Amount: 9826
CAGR (%): -0.28
Inflation Adjusted CAGR (%): -8.90
Periods of negative return (drawdowns)
Start Date
End Date
Days
Max Drop (%)
Start Value
End Value
Min Value
Jan. 7, 2008
May 15, 2014
2320 days
72.89
3457.32
3397.14
937.32