1. Nippon India Consumption Fund Top performer with 20.52% 5-year XIRR, strong Sharpe (0.83), moderate volatility (13.50%), but significant -21.07% drawdown for growth seekers.

2. Tata India Consumer Fund High 19.77% 5-year XIRR, best Sharpe (0.87), moderate volatility (14.16%), resilient -19.45% drawdown, ideal for balanced risk-return investors.

  1. India's per capita GDP once surpassed China's, but now trails at one-fifth of China's.
  2. 2024: India's GDP per capita at $2,696 vs. China's $13,303.
  3. 2023: India’s GDP per capita was $2,239; China’s was $12,174.
  4. 2022: India recorded $2,099 per capita GDP; China hit $11,560.
  5. 2021: India’s per capita GDP was $1,936, while China’s reached $11,188.

  1. Defence Dominates: NIFTY INDIA DEFENCE delivered extraordinary returns (77.48% 3Y CAGR), driven by government focus and strong order books.

  2. EV & Capital Markets Shine: NIFTY EV & NEW AGE AUTOMOTIVE and NIFTY CAPITAL MARKETS show robust multi-year growth (37%+ 5Y CAGR), capturing key structural shifts.

  3. Steady Compounders Hold Strong: Manufacturing, Consumption, Tourism, and Infrastructure indices demonstrate consistent, healthy long-term returns (12-15%+ 10Y CAGR).

  4. Time Horizon is Critical: Dramatic short-term swings smooth out significantly; true wealth creation stems from sustained multi-year compounding.