Scribd Logo
Upload

Welcome to Scribd!

  • 18 views

    Get To 1Cr With Low Risk

    Uploaded by

    wawet10014
    This document compares the 5-year returns, compound annual growth rate (CAGR), safety rating and return-safety ratio of various asset classes including fixed deposits, real estate, corporate bonds, equity mutual funds, stock market indices, gold, and bitcoin. It then models the returns of a ₹10,000 monthly SIP investment over 30 years across 5 different asset allocations of these asset classes. Allocation 1 invests 10% in lower risk assets while allocation 5 invests only in higher risk assets, with allocation 2-4 being mixed. Allocation 2 provides the highest returns while allocation 1 provides the lowest but safest returns.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content

    You might also like

    Get To 1Cr With Low Risk

    Uploaded by

    wawet10014
    18 views2 pages
    This document compares the 5-year returns, compound annual growth rate (CAGR), safety rating and return-safety ratio of various asset classes including fixed deposits, real estate, corporate bonds, equity mutual funds, stock market indices, gold, and bitcoin. It then models the returns of a ₹10,000 monthly SIP investment over 30 years across 5 different asset allocations of these asset classes. Allocation 1 invests 10% in lower risk assets while allocation 5 invests only in higher risk assets, with allocation 2-4 being mixed. Allocation 2 provides the highest returns while allocation 1 provides the lowest but safest returns.

    Original Description:

    Original Title

    Get to 1Cr with low risk

    Copyright

    © © All Rights Reserved

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document compares the 5-year returns, compound annual growth rate (CAGR), safety rating and return-safety ratio of various asset classes including fixed deposits, real estate, corporate bonds, equity mutual funds, stock market indices, gold, and bitcoin. It then models the returns of a ₹10,000 monthly SIP investment over 30 years across 5 different asset allocations of these asset classes. Allocation 1 invests 10% in lower risk assets while allocation 5 invests only in higher risk assets, with allocation 2-4 being mixed. Allocation 2 provides the highest returns while allocation 1 provides the lowest but safest returns.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    18 views2 pages

    Get To 1Cr With Low Risk

    Uploaded by

    wawet10014
    This document compares the 5-year returns, compound annual growth rate (CAGR), safety rating and return-safety ratio of various asset classes including fixed deposits, real estate, corporate bonds, equity mutual funds, stock market indices, gold, and bitcoin. It then models the returns of a ₹10,000 monthly SIP investment over 30 years across 5 different asset allocations of these asset classes. Allocation 1 invests 10% in lower risk assets while allocation 5 invests only in higher risk assets, with allocation 2-4 being mixed. Allocation 2 provides the highest returns while allocation 1 provides the lowest but safest returns.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 2

    Asset Class 5-year returns CAGR Safe Return-Safety

    FDs 6.05% 10 0.61


    Real Estate 40.00% 6.96% 7 0.49
    Corporate Bonds 7.50% 6 0.45
    EPF 8.38% 9 0.75
    S&P 500 51.84% 8.71% 4 0.35
    Nifty50 Index 65.28% 10.57% 5 0.53
    Gold 64.10% 10.41% 8 0.83
    Midcap100 Index 94.60% 14.24% 3 0.43
    Smallcap250 Index 129.73% 18.10% 2 0.36
    Bitcoin 381.08% 36.91% 1 0.37
    52%
    Avg Return
    SIP Amount ₹10,000 Avg return-safety
    Amount after (years)
    10
    15
    20
    25
    30
    Allocation 1 Allocation 2 Allocation 3 Allocation 4 Allocation 5
    10% 0% 100% 33% 0%
    10% 0% 0%
    10% 0% 0%
    10% 0% 33% 10%
    10% 0% 0%
    10% 33% 30%
    10% 0% 33% 0%
    10% 33% 30%
    10% 33% 30%
    10% 0% 0%

    12.8% 14.2% 6.1% 8.2% 13.7%


    52% 43% 61% 72% 47%

    ₹2,409,309 ₹2,615,942 ₹1,643,248 ₹1,849,840 ₹2,546,262


    ₹5,384,263 ₹6,154,256 ₹2,920,613 ₹3,521,834 ₹5,889,820
    ₹11,002,714 ₹13,307,490 ₹4,647,879 ₹6,037,503 ₹12,500,847
    ₹21,613,633 ₹27,768,835 ₹6,983,504 ₹9,822,560 ₹25,572,453
    ₹41,653,250 ₹57,004,628 ₹10,141,759 ₹15,517,526 ₹51,418,193

    You might also like