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Public Statement 04/08/25
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Investor Awareness

Investment Performance of Major Asset Classes (CAGR %)

Each block shows how different asset classes ranked year by year, so you can quickly spot trends and make smarter decisions.
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2012
Equity
33.5%
Silver
13.9%
Gold
12.3%
Debt
10.8%
2013
Equity
4.8%
Debt
-0.8%
Gold
-4.5%
Silver
-23.5%
2014
Equity
39.3%
Debt
14.6%
Gold
-7.9%
Silver
-15.9%
2015
Debt
7.3%
Equity
0.2%
Gold
-6.6%
Silver
-9.7%
2016
Silver
19.6%
Debt
15.0%
Gold
11.3%
Equity
5.1%
2017
Equity
37.7%
Gold
5.1%
Debt
0.3%
Silver
-2.8%
2018
Gold
7.9%
Debt
6.1%
Silver
-0.2%
Equity
-2.1%
2019
Gold
23.8%
Silver
21.8%
Debt
9.4%
Equity
9.0%
2020
Silver
44.4%
Gold
28.0%
Equity
17.9%
Debt
8.7%
10 Years
Gold - MCX Spot Price
Silver - MCX Spot Price
Equity - Nifty 500 - TRI
Debt - Nifty 10 yr Benchmark G-Sec

Disclaimer : Past performance may or may not be sustained in the future. Mutual fund investments are subject to market risks, read all scheme related documents carefully.

Data as of 30-Sep,2025; source: Niftyindices.com for benchmark values, MFI, Internal Research.

The above returns are for a period of 1 year. The above is a depiction of the performance of various asset classes and should not be construed as a ranking for any asset class of scheme offered by the fund.

This document is provided for informational purposes only and does not constitute professional advice. While efforts have been made to ensure the accuracy of the information, no guarantees are made regarding its completeness or reliability. Users are encouraged to verify the content and consult appropriate professionals for specific guidance. The author and publisher disclaim any liability for actions taken based on the information provided herein.