{"id":1336,"date":"2024-04-23T05:26:11","date_gmt":"2024-04-23T05:26:11","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=1336"},"modified":"2026-03-02T19:26:35","modified_gmt":"2026-03-02T19:26:35","slug":"will-an-equity-fund-have-the-capacity-to-deliver-a-15-return-after-10-years","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/23\/will-an-equity-fund-have-the-capacity-to-deliver-a-15-return-after-10-years\/","title":{"rendered":"Will an equity fund have the capacity to deliver a 15% return after 10 years?"},"content":{"rendered":"\n

Equity is the best asset class in terms of return. There are many equity funds which have given greater than 15% p.a. returns over a 10 year period and there is no reason to fear that they will not.<\/p>\n\n\n\n

However, investing in equity means investing in a business and businesses can have their share of ups and downs. Returns can also vary, can be more as well as lower than 15% p.a.<\/p>\n\n\n\n

Having said that, direct equity funds are an investor\u2019s best friend, as they definitely enhance your annual return upto 1.5% p.a, which adds up to 20% increase in your overall wealth in 10 years (40% more over a eriod of 20 years)<\/p>\n\n\n\n\n

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Ram Kalyan Medury (ex-CIO, ICICI Prudential AMC; IIM & IIT alumnus) and the Maxiom Wealth team offer a free, personalised financial plan \u2014 no obligations. Most clients discover they are either under-saving or holding too much in low-yield products.<\/p>\n Get My Free Financial Plan \u2192<\/a>\n Book a Free Consultation<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

Equity is the best asset class in terms of return. There are many equity funds which have given greater than 15% p.a. returns over a 10 year period and there is no reason to fear that they will not. However, investing in equity means investing in a business and businesses can have their share of… Read More »Will an equity fund have the capacity to deliver a 15% return after 10 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-1336","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\/1336","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=1336"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1336\/revisions"}],"predecessor-version":[{"id":3557,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1336\/revisions\/3557"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=1336"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=1336"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=1336"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}