*Sunday Financial Literacy*
Gold vs Mutual Fund
*Gold year 2002 per Gram: ₹499/-*
*Sundaram mid-cap fund Nov 2002 per unit: ₹10/-*
*Gold*
- Invested ₹10,00,000 (2002)
- 10,00,000 ÷ 499 = 2,004 grams
- Today's Date: 10-10-2025
- Gold per gram: ₹12,600
- So: 2,004 × 12,600 = ₹2,52,50,400
- So Gold Returns: ₹2,52,50,400
*Rs.10/- lakhs becomes Rs.2.52/- crore*
*Sundaram Mid Cap Fund*
- Invested ₹10,00,000 (2002)
- 10,00,000 ÷ 10 = 1,00,000 units
- Today's NAV per unit (10/10/25): ₹1,402.95
- So: 1,00,000 × 1,402.95 = ₹14,02,95,000
- Today value: ₹14,02,95,000
*Rs.10/- lakhs become: Rs.14.02/- crore*
Gold is a part of an investment portfolio.
Not all investment portfolios in gold –
*Equity delivered the best returns in the Long Term.*
Investing in mutual funds is subject to market risk. Read offer offer-related documents carefully.
