Last 3 years of SIP IRR of two mutual funds in my portfolio
IDFC Tax advantage – (small, mid cap 50%, value tilt) – 30.03%
Axis long term equity – (Large cap, growth quality) – 12.7%
Allocation of Axis : IDFC :: 3 : 2
IRR AT a MF portfolio level ~ 20%
3 years back in 2019, it was an exactly opposite situation. Even with knowledge of cycle, it was very hard to believe and have conviction especially when 5-year IRR is in single digit.
Following is the Axis Long Term equity’s current performance snapshot . Looking at it, it is hard to believe for me today (even with successful execution of buy and hold with IDFC) that next 3 years will be any different
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