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

CAGR ~30%

10% debt

90% equity MF

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....

XIRR 27.5 % investing since 2 years.

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. 😌

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

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%+

35% return , selected on high risk mf

XIRR 26.18

Investing since 2021 with 38% xirr

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Mutual fund : absolute 50%..xirr :26.7.investment 3.6 lakhs and return 1.8..have withdrawn a few times..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.

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.

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.

@gauravnandwanii

6 Months Old Portfolio.

Invested 5L in Mutual Fund

Currently 5.83L

Period - 6 Months

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 ..

29% xirr since dec2018

12% xirr invested from 2021

18% XIRR. Happy with it

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

VPF @ 8.25%

Happy, getting almost 25%

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

Wondering why people put an effort to come here to save 50-100 rs on deals when they are making so much money

most of the people told the returns as per subject, did not increase the discussion weightage by telling the MF schemes that they have invested in - if most people would have told about their schemes, it must have increased knowledge and would have given a comparison platform to help others in making investment decisions 

Invested lumpsum 2 lakhs in Jan-23. Even after investing 40% amount in debt funds, got decent returns overall.