43 Years of SENSEX Data That Will Blow Your Mind

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.