Published: 10th Dec 2024
By: Value Research
Why? They offer large-cap stability, with mid- and small-cap diversification.
Why? As of December 12, 2024, they have annually grown at around 18 per cent in the last 10 years, against large-cap funds’ 13 per cent.
Why? They showed around 19 per cent annualised growth in the last 10 years, as of December 12, 2024, but with significant short-term volatility.
The 70-20-10 strategy suits most investors' comfort levels.
If you stay patient and let your money compound with time, here’s what your wealth can look like: – 5 years: Rs 27 lakh – 10 years: Rs 73 lakh – 15 years: Rs 1.69 crore Based on past data.
This 70-20-10 strategy is easy to implement and sustainable for long-term growth.
Let patience, simplicity, and compounding work their magic!
Check out our Value Research Fund Advisor for the best flexi-cap, mid-cap and small-cap funds.
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