Blog 159 : Asset Class Performance

Asset Class Performance/Returns in Last 10-15 Years:

1.Equity (Large cap): 11%–13% CAGR

2.Equity (Mid/Small cap): 13%–16% CAGR

3.Gold: 8%–10% CAGR

4.Silver: 9%–12% CAGR 

5.Real Estate: 6%–9% CAGR

6.Debt / Fixed Income: 5%–7% CAGR

7.Crypto (Bitcoin etc.): Highly volatile (20%+ long term but unpredictable)

Mid Cap equities delivered the highest long term returns over 10 years, followed by gold, while real estate only marginally beat inflation.

Key Lesson from Last 10–15 Years:

No single asset class wins every time.

Some years, Equity wins, Some years gold wins, Sometimes real estate performs, Sometimes debt protects.

That is why Diversification matters.

Ideal Balanced Allocation Example:

  • 40–50% Equity
  • 20–25% Debt
  • 10–15% Gold/Silver
  • 10–20% Real Estate

 Connect With Me

• Twitter: https://twitter.com/1harshach?s=20
• LinkedIn: https://www.linkedin.com/in/harsha-chennuboina-2b9b7a235/
• Email:Capitallife999@gmail.com

Location: Mumbai, Maharashtra, India

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