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Analysis Shows Typical 3-Year Equity Returns Range 10-20%, SIP Returns Vary by Fund Category

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Analysis Shows Typical 3-Year Equity Returns Range 10-20%, SIP Returns Vary by Fund Category

Analysed 18 Sept 2026·2 sources analysed·India·Business
Analysis Shows Typical 3-Year Equity Returns Range 10-20%, SIP Returns Vary by Fund CategoryPreviousNext

Analysis of equity market returns shows that typical three-year returns for the Nifty 500 have most commonly ranged between 10% and 20% since 2005, with the latest three-year CAGR at 12.9%. Meanwhile, systematic investment plans (SIPs) in equity mutual funds have delivered varied three-year returns across categories, from 5.9% in large-cap funds to 12.6% in mid-cap funds. Experts advise investors to maintain realistic return expectations, distinguishing between exceptional bull-market gains and more typical outcomes when planning investments.

Sentiment
54%
TBN's observations

First-hand measurement across 2 sources

We measured how 2 outlets covered this story. No outlet gave this story a measurable political slant — there is no left–right reading to report. Overall sentiment is neutral (54/100). Lens Score 29/100.

Outlets measured: mint, moneycontrol. See how each one headlined and framed the same story in the source comparison below.

AI analysis of 2 sources · Published under editorial oversight by The Balanced News
Analysed 18 Sept 2026· How this analysis is produced· Editorial standards· Corrections

AI Analysis

Sentiment — Neutral (54/100)

Sentiment was consistent across outlets (52–55/100), indicating broadly factual reporting rather than editorialising.

Coverage timeline

moneycontrol broke this story on 18 Sept, 09:44 am. Other outlets followed.

18 Sept, 09:44 am2 sources · 5 h18 Sept, 02:18 pm
AI analysis by the TBN Bias Engine · beat methodology byMrunal Wange· Business & Economy Editor· editorial standards byOjas Kale
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1
moneycontrol18 Sept, 09:44 am
3-year SIP returns remain subdued: How 11 equity mutual fund categories performed over 1, 3 and 5 years- Moneycontrol.com
  • 2
    mint18 Sept, 02:18 pm
    Expectation vs reality: Why you should not assume 20 equity returns -- what Nifty 500 historical data reveals Mint
  • Who's involved

    Institutions and figures named across source coverage.

    Corporate
    Edelweiss Asset Management

    Story context

    Category
    Business
    Location
    India
    Sources analysed
    2
    Last analysed
    18 Sept 2026
    Key entities
    Compound annual growth rateEquity (finance)Stock marketStockCenter of massFinancial planSession Initiation ProtocolMutual fundMarket capitalizationIndian rupeeCrorePixel