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March Shows Returns of -4.6%, 10-year Returns Will Fall Unless Sensex Goes Up 67%

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The Nifty returns for March were lousy, giving us a -4.6% month at the end of the financial year: This takes the year’s return to just +2.5%, but at least we’re positive. March’s median returns have been horrible at -1.3%, and April and May too have seen lousy returns in the recent past.   Check out Capital Mind Premium! Get In-Depth Macroeconomic Analysis, Market Metrics, Proprietary Capital Mind Indexes, a look into the CAPM Portfolio and More Actionable Insights, straight to your Inbox. Take a 30-day Free Trial!   The Sensex has fallen a little more in this  year. And then, here’s the Sensex Systematic Investment Plan (SIP) returns on the Sensex. Five year SIPs have fallen to single digits but 3 year and 10 year returns remain strong!   Add to this another 2% through dividends. The takeaway really is: 10 year investment returns haven’t actually fallen more than 15% since 2010, but remember that 2005 is when markets started to lift off.… (Read On…)

[via Capital Mind]

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