What is the optimal returns for mutual funds

S

sudhirrt

New Member
#1
#1
Hi All,

Couple of my mutual funds going to complete 2 years, its giving Annual XIRR around 15%. Is that ideal? Just wait. Perhaps, what is the optimal returns for any Mutual funds?

Thanks once again!
 
Smart_trade

Smart_trade

Moderator
#2
#2
sudhirrt said:
Hi All,

Couple of my mutual funds going to complete 2 years, its giving Annual XIRR around 15%. Is that ideal? Just wait. Perhaps, what is the optimal returns for any Mutual funds?

Thanks once again!
Click to expand...
Considering that the current year is not very good for the markets,15% CAGR is pretty good. Large cap funds should give 13-18%over 3-5 years....small and mid caps are more volatile but can give 18-22 % CAGR.

Smart_trade
 
S

sudhirrt

New Member
#3
#3
Smart_trade said:
Considering that the current year is not very good for the markets,15% CAGR is pretty good. Large cap funds should give 13-18%over 3-5 years....small and mid caps are more volatile but can give 18-22 % CAGR.

Smart_trade
Click to expand...
Thank you for the response. Appreciate your update.
One more small question, how about optimal CAGR for diversified equity funds?

Thanks!
 
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