Mutual Funds Asset Class Returns 31Mar2023
(the blog continues below)
What the above table 1 reveals is:
> asset classes are cyclical in nature
> gold ETFs continues to do well in first quarter, continuing the success of 2022
> gold provided the highest return in the first quarter of 2023 compared to other asset class mutual fund returns in the above table
> Equity International category of mutual funds provided the worst return in 2022, but in the first quarter of 2023, they provided the second best return after gold
> if you look closely at the data, you can get more insights
What Table 3 reveals is:
> Small-cap equity funds have provided best returns on a 10-year trailing returns basis, though they have provided no returns as a category in the past one year
> on a 10-year trailing basis, equity mid-cap and flexi cap funds too have provided inflation-beating returns
> Gold, arbitrage and credit risk funds have provided poor returns on a 10-year trailing basis
The above table 3 is presented below, with the same data, but in alphabetical order >
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Disclosure: I've vested interested in Indian stocks and other investments. It's safe to assume I've interest in the financial instruments / products discussed, if any.
Disclaimer: The analysis and opinion provided here are only for information purposes and should not be construed as investment advice. Investors should consult their own financial advisers before making any investments. The author is a CFA Charterholder with a vested interest in financial markets.
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He blogs at:
https://ramakrishnavadlamudi.blogspot.com/
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