Who wrote this article?

Deepak Shenoy, Capitalmind's research team.

Nifty is up 16% in 2017 despite Bad June, 10 Year SIP Returns at 8%

3 Jul 2017Deepak Shenoy1 min read

Quick Facts

What is "Nifty is up 16% in 2017 despite Bad June, 10 Year SIP Returns at 8%" about?
What category is this article in?: Charts And Analysis
Who wrote this article?: Deepak Shenoy, Capitalmind's research team.
When was this article published?: Published 3 July 2017.
How long does this article take to read?: 1 min read
What topics does this article cover?: Monthly returns

It’s half the year! And the Nifty has already returned more than 16% in 2017. June was however the first negative month in the year, with a -1% return on the Nifty.

And in the process, we also evaluate your returns on 10 years of systematic investing in the Nifty. This doesn’t include dividends so you can add 1% to 2% for actual returns. It turns out we get to just 8% on the Nifty for the last 10 years.

The five year return is better, and three years, not quite so.

Just a data point. Nothing to indicate that the Nifty is a bad thing to invest in over the long term, but you have to note that returns are much lesser than earlier. With lower inflation, adjust your expectations accordingly.