{"id":1252,"date":"2024-04-22T11:18:39","date_gmt":"2024-04-22T11:18:39","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=1252"},"modified":"2026-03-02T19:27:13","modified_gmt":"2026-03-02T19:27:13","slug":"can-a-mutual-fund-give-a-15-return-for-a-period-of-20-years","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/22\/can-a-mutual-fund-give-a-15-return-for-a-period-of-20-years\/","title":{"rendered":"Can a mutual fund give a 15% return for a period of 20 years?"},"content":{"rendered":"\n

It is not unreasonable to expect a 15% return from mutual funds over a long term. The Indian economy is poised for significant growth ahead having made structural reforms such as GST, Bankruptcy laws.<\/p>\n\n\n\n

Many Mutual Funds have given good returns compared to other asset classes, even the index. Here is a view of the rolling 5 year returns of Multicap funds vs the benchmark index of Nifty 500.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

While 20 years is a long timeframe, it is important to understand that returns tend to be lump. Some years are very good and some years will be slow.<\/p>\n\n\n\n

It is important to invest in direct plans as they not only get you higher returns, but also free you from \u2018distributor bias\u2019. When you get honest advice on the right investment options, your returns tend to be much higher than others who are using \u2018free\u2019 options.<\/p>\n\n\n\n\n

\n

Maxiom Wealth \u2014 Free Tool<\/p>\n

Is Your Mutual Fund Working Hard Enough?<\/h3>\n

Two funds with similar star ratings can deliver very different outcomes. Use our fund comparison tool to check if you’re in the right scheme for your risk profile and investment horizon.<\/p>\n Compare Funds \u2192<\/a>\n Talk to a Financial Advisor<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

It is not unreasonable to expect a 15% return from mutual funds over a long term. The Indian economy is poised for significant growth ahead having made structural reforms such as GST, Bankruptcy laws. Many Mutual Funds have given good returns compared to other asset classes, even the index. Here is a view of the… Read More »Can a mutual fund give a 15% return for a period of 20 years?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[38,66],"tags":[],"class_list":["post-1252","post","type-post","status-publish","format-standard","hentry","category-mutual-funds","category-returns-mutual-funds"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1252","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/comments?post=1252"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1252\/revisions"}],"predecessor-version":[{"id":3598,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1252\/revisions\/3598"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=1252"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=1252"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=1252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}