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Can Mutual Funds Beat Inflation

Can Mutual Funds Beat Inflation. Depending on your risk appetite and time horizon, you might be more comfortable investing in certain asset classes than others. A lumpsum payout, say from an insurance plan, is worth around four times less in today’s money if received in 20 years.

Can Fixed Deposit rate of interest beat Inflation
Can Fixed Deposit rate of interest beat Inflation from www.investify.in

The best funds to beat inflation include a diverse set of mutual funds and etfs that can also fight against rising interest rates. The truth is that most traditional investments don’t really do well against inflation. Against an inflation rate above 5%, the fund has turned in a return of nearly 27% in the past year.

For Example, One Crore Worth Today Will Be Worth 50 Lakhs In 10 Years And 25 Lakhs In 20 Years.


However, they have a greater risk of causing you to lose your principal than bonds themselves or bond funds. The best funds to beat inflation include a diverse set of mutual funds and etfs that can also fight against rising interest rates. “i understand the need to beat inflation and the need for equity in a portfolio.

Let Us Start From “Is There Evidence That Equity Investments Beat Inflation Over The Long Term?”.


Invest in the asset class that can beat inflation over the long term and investing in equities through mutual funds is the best way to achieve this. In fact, compared to other asset classes such as gold, fixed. I have chosen the following funds based on your articles and suggestions.

A Lumpsum Payout, Say From An Insurance Plan, Is Worth Around Four Times Less In Today’s Money If Received In 20 Years.


Consider gilt funds which as a median fund category delivered around 8.00% plus for 5 yr period (as on 21st april 2021).** Using the rule, we can see that. But there are four investments that can beat inflation, or at least keep up with it.

The Truth Is That Most Traditional Investments Don’t Really Do Well Against Inflation.


However, i neither have the confidence, nor the time or inclination to create and manage a mutual fund portfolio. Investing in mutual funds, stocks, etfs. However, stocks have greater market risk than bonds and bond funds.

Index Funds Can Keep Up With, And Even Beat, Inflation.


The 3 factors that make equity mutual fund investments the best option against. It is important to invest in strong index funds and trust that the market will continue to grow, despite any short term negative market trends. For financial education, reach out whatsapp:

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