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Fire@YovaEngg
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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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HDFC Short Term Debt Fund - Growth Option - Direct Plan
Debt Scheme - Short Duration Fund
Symbol
MF_119016
Initial Amount
Frequency: Yearly
End Amount: 26770
CAGR (%): 8.17
Inflation Adjusted CAGR (%): 2.90
Periods of negative return (drawdowns)
No drawdowns found for this symbol in the specified date range.