43 Years of SENSEX Data That Will Blow Your Mind
Over the past 43 years, there have been approximately 11,000 trading days.
Positive and negative returns were observed as follows:
Daily: 53% positive, 47% negative Weekly: 56% positive, 44% negative Monthly: 61% positive, 39% negative Quarterly: 64% positive, 36% negative Yearly: 72% positive, 28% negative 3 years: 89% positive, 11% negative 5 years: 96% positive, 4% negative 10 years: 100% positive, 0% negative
The SENSEX delivered a (CAGR) of 15.5% over the last 43 years.
Historical CAGR for different periods: 1980-1990: 21.6% 1990-2000: 14.3% 2000-2010: 17.8% 2010-2020: 8.8% 2020-2022: 24.8%
Taking into account an average dividend yield of 1.4%, the compounded annual growth rate (CAGR) of BSE Sensex is approximately 16.9%, resulting in a value of around 80,000.
The longest period of consecutive positive returns was from 1994 to 2003, spanning 9 years.
Since 2002, there have been no single-year rolling returns negative over any 7-year period, implying no loss if money was invested for a minimum of 7 years.
Actively managed equity funds have shown the following CAGR returns over 20 years:
Hybrid: 15.96%
Diversified: 16.25%
ELSS: 18.20%
All Funds (excluding LIC and few AMCs): 16.41%
SENSEX was at 3800 in June 1996 (26 years back). Over the last 26 years, the average equity mutual fund delivered 18% CAGR.
