This is experimental site. Donot use it for investment purposes. There is no assurance on correctness of presented data.
Fire@YovaEngg
Portfolio
Create
List
Benchmarks
Inflation
Gold
Bond 10 Year
Bond 5 Year
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).
Tools
Retirement Calculator
Search
Login or Signup
Kotak Gold Fund Growth
Other Scheme - FoF Domestic
Symbol
MF_114758
Initial Amount
Frequency: Yearly
End Amount: 9752
CAGR (%): -0.38
Inflation Adjusted CAGR (%): -4.74
Periods of negative return (drawdowns)
Start Date
End Date
Days
Max Drop (%)
Start Value
End Value
Min Value
Nov. 27, 2012
Aug. 2, 2019
2439 days
28.56
15.03
14.66
10.74