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What is the rate of return you are getting on your stocks , mutual funds .... are you happy with the rate of return ??

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third.i.fina...

What is the rate of return you are getting on your stocks , mutual funds .... are you happy with the rate of return ?? -- Can find CAGR / xirr of both of them .


From when are you investing ? 

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Wingman Wingman
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28% CAGR for Mutual funds investing since 2012.

Invested 12L, Corpus 22L

Deal Cadet Deal Cadet
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I felt I have not invested much. Only 2.5 Lakh corpus witth 18% XIRR ☹️😞😭🥲

Generous Generous
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Never compare someone's Chapter 30 with your Chapter 1.
Pro Shopping Friend Pro Shopping Friend
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Actual returns are more than that as did some partial profit booking in between as the market is overheated. 

Zerodha

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Tax Wizard Tax Wizard
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51% cagr , investing in MF since feb 2022. 

Deal Cadet Deal Cadet
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Which mutual funds?

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Pro Entertainer Pro Entertainer
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XIRR - 42%, Since Nov 2021.

Deal Cadet Deal Cadet
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Which mutual funds?

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Deal Newbie Deal Newbie
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Wow! With such returns is it even worth staying a dimer! joy Am way less agrressive on the market. With balance between debt and equities, I Hve had a XIRR of 18% only from 2020. I was celebrating that till I saw the figures of others! Hehe

Deal Subedar Deal Subedar
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My journey is very similar.

Started in Jan 2020 with a SIP of 15k, now 18k.

Mix of equity(large cap) 70% and debt 30%, XIRR is touching 18%.

Total corpus as on date is 15L.


Generous Generous
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Xirr show 40 plus.. but total grth of money is 17%.. xirr kya hai to..

Tax Wizard Tax Wizard
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IF you are doing sip ... you are doing from a year ?? or if lumpsum you are doing from nearly 6 months ... am i right ?
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Tech Guru Tech Guru
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Anyone with larger horizon?

Blaze Blaze
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Since 2016. 14% Xirr -80:20 Equity : Debt.

Deal Cadet Deal Cadet
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Please also indicate the total corpus invested.

Wingman Wingman
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28% CAGR for Mutual funds investing since 2012.

Invested 12L, Corpus 22L

Deal Cadet Deal Cadet
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Sip or lumpsum?

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Deal Cadet Deal Cadet
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I felt I have not invested much. Only 2.5 Lakh corpus witth 18% XIRR ☹️😞😭🥲

Generous Generous
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Never compare someone's Chapter 30 with your Chapter 1.
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Deal Cadet Deal Cadet
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777% cagr since the day i was born

anything less would be considered salary 

Tax Wizard Tax Wizard
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lolz ...
Tax Wizard Tax Wizard
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Low or high doesnt matter guys ... its the risk taking capacity . I can take risk for another 10 - 13 years ... so i have only 10% in debt .... But others condition varies. So comparison would be wrong in a way 

Deal Subedar Deal Subedar
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My entire mutual fund investment is in equity only. Only debt portions (if I can consider as that) are my PPF + EPF + VPF that I do every month / year. 
Helpful Helpful
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18%

Deal Newbie Deal Newbie
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56.27% with 35 funds 😎 debt 0 equity 100% started from last 6 months I did a hell lot of research btw learned a lot. Want to move to F&O

Tax Wizard Tax Wizard
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35 funds in 6 months !!!
.... how much have u invested ??
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Tech Guru Tech Guru
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867% since Covid.

Tax Wizard Tax Wizard
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must be stocks ???
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Deal Newbie Deal Newbie
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Long term equity : 87%

Short term equity: 24%

Mutual fund: 38%

Tax Wizard Tax Wizard
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how do u get cagr of short term equity ? which platform ??
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Deal Cadet Deal Cadet
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Xirr is 50%. Absolute is 25%. Investing from Jan 23

Deal Cadet Deal Cadet
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can absolute be more than xirr if invested period is 1.5 yrs

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Deal Cadet Deal Cadet
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Absolute Return : 63.53 | XIRR : 23.62
Investing in MF since May 2016. 

Deal Subedar Deal Subedar
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How to check absolute and xirr details?

Deal Subedar Deal Subedar
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investing since 2004, initially stocks and from 2017 onwards mutual funds

Investment : 12 Lacs MF, 10 Lacs Stocks Total 22 Lacs

current value of MF approx 20 lacs. current value of stocks, approx 11 lacs (Tot: 31 Lacs) (made huge losses in Gujarat NRE coke, RNRL, Ballarpur Ind, Ispat Ind., RPower etc). Recently started SIP of 50K in 10 mixed MF's.

Tax Wizard Tax Wizard
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which platform do u use ? and whats the xirr of stocks and mf ?
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Generous Generous
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I started last month by picking stocks and my portfolio is in the negative. I think I will shift to MFs instead. 

Deal Cadet Deal Cadet
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You can move, but my advice would be to keep a small amount in stocks also. It will give you experience. Negative retuurn in one month is not a big deal in long term investing...
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Deal Newbie Deal Newbie
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Xirr - 39.29 same as total return investing since 2021 corpus - 2 lakh return 280

Deal Newbie Deal Newbie
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23% XIRR since 2018 in mf

Deal Newbie Deal Newbie
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Invested - 32.7L, Current return -25.6L, Current XIRR - 41.25%. - Kuvera Platform.. Started from Dec 2017 with Nippon India small cap. Havent sold any of Nippon Small cap with XIRR of 43%. But have sold many and bought some as well. 100% equity.

Stocks.. Portfolio not one year old . Currently with 16% returns.  The major return came from exicon tele systems, which doubled in 3 or 4 months.



Deal Cadet Deal Cadet
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Investing in stocks from 2019-2020, 48% cagr. Invested value- 637803/- ,, Current Value- 1594441/-
Screenshot20240708221335Chrome

Tax Wizard Tax Wizard
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In stocks ?? which platform is this ?
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Deal Cadet Deal Cadet
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Only Mutual Funds. Invested from late 2016 onwards.
24.2% XIRR till date. 1.06CR corpus.  Disciplined SIP investor. Increasing SIP amount with each appraisal/increment. Biggest regret- didnt do any extra lumpsum during COVID crash (was busy with life/office)..

Tax Wizard Tax Wizard
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Whats your sip amount ?? And asset allocation ?
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Deal Cadet Deal Cadet
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30.01% XIRR in Mutual Fund. Investing since July 2020. 10 Lac Profit.

Deal Newbie Deal Newbie
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One of the best advice for equity market:

An investor should be very agile in cutting losses & should be very lazy in booking profits.

Helpful Helpful
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Stocks: Absolute: 37.04% || XIRR: 32.14%
Mutual Funds: Absolute: 45.25% || XIRR: 21.32%
Started investing from 2022 and only equity.
Most returns are from one last year.

Tax Wizard Tax Wizard
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How do u find xirr on stocks ? which platform ?
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Pro Shopping Friend Pro Shopping Friend
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Actual returns are more than that as did some partial profit booking in between as the market is overheated. 

Zerodha

Helpful Helpful
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Gurudev, can you share ur stock picks?
That's a dream return you've achieved.

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Budding Star Budding Star
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Started from Oct 2023 but with 5k investment and raised to the current value..  it is showing 116% xirr.. paytm money..

Screenshot20240709203535PaytmMoney
Deal Newbie Deal Newbie
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Which fund is this?

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