Latest news with #Nifty50TotalReturnIndex
&w=3840&q=100)
Business Standard
11-06-2025
- Business
- Business Standard
Indian equities have tripled 80% of time in 10 yrs: Here's what it means
If you're wondering whether to stay invested in Indian equities, here's a statistic that could change your perspective: Indian equities have tripled 80% of the time over a 10–11-year period, according to data compiled by ACE MF and FundsIndia Research as of May 31, 2025. The numbers tell a powerful story: patience in the market pays. What the Data Shows Looking at the Nifty 50 Total Return Index (TRI) since its inception in June 1999, historical return trends across various time frames reveal some consistent patterns: That means, in 8 out of 10 cases, ₹1 lakh invested became ₹3 lakh simply by being patient over a decade. And it doesn't stop there. The research shows that: If you stayed invested for around 6 to 7 years, your money doubled 80% of the time. If you held on for 12 to 13 years, your wealth quadrupled (4x) 80% of the time. In most instances a 7 year time-frame increases the odds of returns > 10%. So while short-term market movements can be unpredictable—even nerve-wracking—long-term investing in Indian equities has consistently delivered strong outcomes. Why This Matters to You Let's break it down. Even if you had invested at a time when markets weren't ideal, just giving your investment enough time—around 7 years or more—almost always pushed your returns above 10% per year. In the rare instances where you didn't get that 10%, extending your holding period by just 1 or 2 more years often did the trick. Let's say you invested ₹1 lakh: In 7 years: You had an 80% chance it would become ₹2 lakh In 10–11 years: An 80% chance it would grow to ₹3 lakh In 13 years: A similar chance it could multiply 4x to ₹4 lakh It's proof that the stock market rewards discipline, not guesswork. Key Takeaways Time > Timing: You don't need to time the market perfectly. What matters more is giving your investment time to grow. 7 Years is the Sweet Spot: Historically, crossing the 7-year threshold has drastically increased the odds of returns over 10% annually.
&w=3840&q=100)
Business Standard
21-04-2025
- Business
- Business Standard
Bajaj Finserv rolls out low-cost index funds to ride market growth
Bajaj Finserv Asset Management Company (AMC) has launched two new passive funds, the Bajaj Finserv Nifty 50 Index Fund and Bajaj Finserv Nifty Next 50 Index Fund, to expand its offerings in the index fund space. Both are open-ended index funds designed to provide long-term capital appreciation by tracking the performance of their respective benchmark indices. The funds aim to offer investors a low-cost, transparent, and efficient way to participate in India's large-cap equity market. The Bajaj Finserv Nifty 50 Index Fund is benchmarked against the Nifty 50 Total Return Index (TRI), while the Bajaj Finserv Nifty Next 50 Index Fund is benchmarked against the Nifty Next 50 TRI. The schemes replicate the respective indices by investing in the same set of constituent stocks, thereby reducing tracking error. Key highlights of the funds Broad market access: Offers exposure to India's top 100 companies through Nifty 50 and Nifty Next 50 indices. Disciplined approach: Index replication helps minimise short-term volatility and emotional decision-making. Long-term focus: Suitable for investors seeking steady equity growth without frequent portfolio changes. Fund details - Bajaj Finserv Nifty 50 Index Fund: Tracks Nifty 50 TRI; focuses on India's 50 largest companies - Bajaj Finserv Nifty Next 50 Index Fund: Tracks Nifty Next 50 TRI; targets the next rung of high-growth large caps - Fund manager: Ilesh Savla - Structure: Open-ended schemes - Availability: Growth and IDCW (Income Distribution cum Capital Withdrawal) options - Exit/Entry Load: None - SIP/SWP/STP: Available Minimum application: Nifty 50 Index Fund: Rs 500 and in multiples of Rs 500 thereafter Nifty Next 50 Index Fund: Rs 500 and in multiples of Rs 1 thereafter Ganesh Mohan, managing director of Bajaj Finserv AMC, said, 'The launch of our new passive funds reflects our belief that high-quality investment solutions should be accessible, transparent, and cost-effective. As more individuals look for smarter ways to grow their wealth, low-cost passive strategies offer a disciplined and efficient path forward.' Nimesh Chandan, chief investment officer at the AMC, said, 'Index funds offer investors staple, cost-effective exposure to the broader markets. Our current focus on large-cap indices signals our constructive and bullish view on this segment, which we believe offers stability and long-term growth potential in the current environment.'
