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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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We are not SEBI/IRDA registered. The information provided herein is for education purposes only. We will not be responsible for any of your profit/loss with this channel's suggestions. Consult your financial advisor before making any decisions.
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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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Tech Guru Tech Guru
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CAGR ~30%

10% debt

90% equity MF

Deal Cadet Deal Cadet
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i am swing trader i usually go for 30% -40%  return on my single scrip...some good ones even give 50%-100% return

time period is usually 3/6 month and 6/12 month if i aim for big returns. and yup some hits stop loss 10/15 % too.... i dont calculate year returns since i do it scrip wise....

Tax Wizard Tax Wizard
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This doesnt mean much .. unless you can get the annualised return .... 
Deal Newbie Deal Newbie
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XIRR 27.5 % investing since 2 years.

Deal Newbie Deal Newbie
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Started with stocks back in 2022, got a flat no return for few months, mostly due to poor stock selection and lack of knowledge. Learning and upskilling myself everyday since then, now within the past 1 year, I have MF portfolio with CAGR of 47% and stocks with 31%. Learning never stops. 😌

Elite Elite
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Bro, I am on the same page like 2022, can you guide me.

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Cool Cool
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21% CAGR for MFs since 2018. Invested around 8.5L & it's at 18L now. Everything is in equities, no debt portion..... Occasionally buy gold coins. I am 36, hope I am doing right. @third.i.financial.advisors

Benevolent Benevolent
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Do you resell those GCs?
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Deal Subedar Deal Subedar
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Hi, Do you want to start an SIP in mutual fund? I'm here to help you. I'm SEBI registered MFD & provide customized high growth portfolio in MF & importantly I'm providing this service free of cost to first 100 customers. Estimated ROI is 40%+

Benevolent Benevolent
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Yes, what does one need to do? 
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Benevolent Benevolent
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Post Mogul Post Mogul
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35% return , selected on high risk mf

Deal Lieutenant Deal Lieutenant
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1000092718

XIRR 26.18

Deal Newbie Deal Newbie
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Investing since 2021 with 38% xirr

Cool Cool
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Stocks: absolute:70%..but amount is very less..around 50k.

Mutual fund : absolute 50%..xirr :26.7.investment 3.6 lakhs and return 1.8..have withdrawn a few times.. mostly in large cap..since 2019.

Helpful Helpful
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IMG-20240702-WA0004

Deal Cadet Deal Cadet
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Mutual Fund Investment

  • Feb 2023 - July 2024 (1 year 5 months)
    XIRR: 66%
    Absolute Return: 35.91%

Funds:

1. Quant Small Cap Fund

2. Quant ELSS Fund

Fact: the invested amount is derived from surrendered LIC policy.


I had invested ₹3,00,000 over 6 years in the LIC. (Endowment policy)

Got ₹ 2,40,000 as surrender value on 7 year. scream

Invested this LIC policy amount in mutual funds and gained ₹1,05,000+ in one and half years.

Credit goes to my friends and Mandeep sir of Labour Law Advisor (YouTube channel)


Note: The LIC policy belonged to a non earning family member. So, the sole purpose of LIC policy was an investment.

Deal Cadet Deal Cadet
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All quant funds are excellent

Can anyone explain why?

Deal Colonel Deal Colonel
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@gauravnandwanii

Deal Cadet Deal Cadet
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6 Months Old Portfolio.

portfolio

Tax Wizard Tax Wizard
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stocks ? zerodha ?
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Deal Cadet Deal Cadet
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Invested 5L in Mutual Fund

Currently 5.83L

Period - 6 Months

Post Emperor Post Emperor
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All super and ultra rich Dimers here ...where is that Dimer who come here for loot and freebies...

Someone should track his return form DD deals too...then would realise it would beat all MF /Equity returns .. joy

Like Magnet Like Magnet
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29% xirr since dec2018

Deal Cadet Deal Cadet
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12% xirr invested from 2021

Tax Wizard Tax Wizard
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Wow ... thats surprising .
Deal Cadet Deal Cadet
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18% XIRR. Happy with it

Tax Wizard Tax Wizard
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since when u r investing ??
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Commentator Commentator
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Invest since 2021Screenshot20240710-232636Groww


Deal Cadet Deal Cadet
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Is this a good time to invest since Budget is just 10 days away?

Deal Subedar Deal Subedar
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VPF @ 8.25%

Deal Cadet Deal Cadet
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2nd Best option r tax saving. First is index fund or mutual funds

Beacon Beacon
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Happy, getting almost 25%

Beacon Beacon
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Not happy but very happy based on SIP I have been doing

Deal Cadet Deal Cadet
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IMG20240716122833Keeps fluctuating .waiting for 10 lacs to exit
1.5 year returns from second account

Mutual funds are best. Best SIp and do. lumpsum wen market is fked up
Deal Newbie Deal Newbie
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Wondering why people put an effort to come here to save 50-100 rs on deals when they are making so much money expressionless

replyuser
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