From mint · Sheetal Goel · · 1m 10s
Equity Funds: India's 13% 30-Year Return
India's equity mutual funds deliver 13% average returns over 30 years, outperforming US, UK and others.
In brief
India's equity mutual funds deliver 13% average returns over 30 years, outperforming US, UK and others. Indian equity mutual funds generated 13% average returns over 30 years, outperforming US, UK and other major markets. Originally reported by mint.
India's 30-Year Equity Returns
Indian equity mutual funds delivered 13% average returns over 30 years through both SIP and lump-sum investments.
Global Market Comparison
DSP Mutual Fund's Netra report compared 15 countries' 30-year lump-sum and SIP returns across global equity markets.
India's Performance
India ranked third with 13% lump-sum returns and 13.3% SIP returns, outperforming US, UK, South Korea and Indonesia.
SIP Advantage
Japan showed the largest SIP advantage at 4.4 percentage points, while India had a marginal 0.3 percentage point edge.
Market Variations
Brazil delivered the highest returns at 16.4% lump-sum and 14.8% SIP, while Philippines had the lowest at 4.8% lump-sum.
Investor Advice
International diversification can provide exposure to global markets but currency movements and taxation affect returns.
Key Takeaway
India's equity mutual funds generated 13% average returns over 30 years, outperforming major global markets.
The essence
Indian equity mutual funds generated 13% average returns over 30 years, outperforming US, UK and other major markets.
