Mutual Fund Success Stories
Any exciting Mutual Fund investment stories with long term investing ? How much returns have you made in 10-15 years of duration ?
The max CAGR which you can expect is around 15-18% for the longer time frame. That too is the best possible case. Do not expect anything more than this. Investing in individual stocks is altogether a different ball game. But for MFs this is the best you can get.
What about ELSS?
26.2% XIRR Parag Parikh Tax Saver Fund 4 years.
Invested 56k in HDFC MF back in 2010. Its current value is 3.62 Lacs. Annualised at roughly 14%
4 years 20% XIRR on 20 odd lakhs
5 years - 28% CAGR Elss, IT fund (cyclical), Parag parikh Flexicap, smallcap (recently added)
2 years with XIRR at 28%. SBI ELSS fund has given 45% return in 2 years
~5 yrs and 22% CAGR
5 years, 300%. Tata ELSS.
