Diversified Investment on Nifties & Fractional Ownership with diverse cities

Fractional Ownership  Investing ₹25 lakh in fractional ownership of commercial real estate across major Indian cities can yield varying returns based on rental yields and property appreciation rates. Here's a comparative analysis for Bangalore, Chennai, Mumbai, Delhi, Kolkata, Pune, and Hyderabad over a 10-year period: 1. Rental Yields and Property Appreciation Rates: Bangalore: Rental Yield: Approximately 7.75% per annum. Property Appreciation: Around 8% per annum.  Chennai: Rental Yield: Approximately 5.06% per annum. Property Appreciation: Around 6% per annum. Mumbai: Rental Yield: Approximately 7.75% per annum. Property Appreciation: Around 7% per annum.  Delhi: Rental Yield: Approximately 8% per annum. Property Appreciation: Around 6% per annum.  Kolkata: Rental Yield: Approximately 5.03% per annum. Property Appreciation: Around 5% per annum. Pune: Rental Yield: Approximately 4.35% per annum. Property Appreciation: Around 6% per annum.  Hyderabad: Rental Yield: Approximately 3

Nifty 50 and Next Nifty 50 Projected /Expected Growth

Based on historical data, the NIFTY 50 index has exhibited a compound annual growth rate (CAGR) of approximately 11% to 12% over the past few decades. Assuming this growth rate continues over the next 20 years, we can project the index's potential future values and annual percentage increases.


Projected NIFTY 50 Values and Annual Percentage Increases:

Year 1:

Value at 11% CAGR: 26,500

Annual Increase: 11%

Value at 12% CAGR: 26,750

Annual Increase: 12%


Year 2:

Value at 11% CAGR: 29,415

Annual Increase: 11%

Value at 12% CAGR: 29,960

Annual Increase: 12%


Year 3:

Value at 11% CAGR: 32,650

Annual Increase: 11%

Value at 12% CAGR: 33,555

Annual Increase: 12%


Year 4:

Value at 11% CAGR: 36,242

Annual Increase: 11%

Value at 12% CAGR: 37,582

Annual Increase: 12%


Year 5:

Value at 11% CAGR: 40,228

Annual Increase: 11%

Value at 12% CAGR: 42,092

Annual Increase: 12%


Year 6:

Value at 11% CAGR: 44,653

Annual Increase: 11%

Value at 12% CAGR: 47,143

Annual Increase: 12%


Year 7:

Value at 11% CAGR: 49,565

Annual Increase: 11%

Value at 12% CAGR: 52,801

Annual Increase: 12%


Year 8:

Value at 11% CAGR: 55,017

Annual Increase: 11%

Value at 12% CAGR: 59,137

Annual Increase: 12%


Year 9:

Value at 11% CAGR: 61,069

Annual Increase: 11%

Value at 12% CAGR: 66,227

Annual Increase: 12%


Year 10:

Value at 11% CAGR: 67,787

Annual Increase: 11%

Value at 12% CAGR: 74,175

Annual Increase: 12%


Year 11:

Value at 11% CAGR: 75,243

Annual Increase: 11%

Value at 12% CAGR: 83,081

Annual Increase: 12%


Year 12:

Value at 11% CAGR: 83,520

Annual Increase: 11%

Value at 12% CAGR: 93,051

Annual Increase: 12%


Year 13:

Value at 11% CAGR: 92,707

Annual Increase: 11%

Value at 12% CAGR: 104,217

Annual Increase: 12%


Year 14:

Value at 11% CAGR: 102,905

Annual Increase: 11%

Value at 12% CAGR: 116,723

Annual Increase: 12%


Year 15:

Value at 11% CAGR: 114,224

Annual Increase: 11%

Value at 12% CAGR: 130,730

Annual Increase: 12%


Year 16:

Value at 11% CAGR: 126,789

Annual Increase: 11%

Value at 12% CAGR: 146,418

Annual Increase: 12%


Year 17:

Value at 11% CAGR: 140,735

Annual Increase: 11%

Value at 12% CAGR: 163,988

Annual Increase: 12%


Year 18:

Value at 11% CAGR: 156,216

Annual Increase: 11%

Value at 12% CAGR: 183,666

Annual Increase: 12%


Year 19:

Value at 11% CAGR: 173,400

Annual Increase: 11%

Value at 12% CAGR: 205,706

Annual Increase: 12%


Year 20:

Value at 11% CAGR: 192,474

Annual Increase: 11%

Value at 12% CAGR: 230,391

Annual Increase: 12%



These projections are based on the NIFTY 50's closing value of approximately 23,500 as of November 2024. It's important to note that these figures are hypothetical and assume consistent growth rates, which may not reflect future market conditions. Actual returns can vary due to market volatility and economic factors.

To achieve such growth, it's crucial to maintain a long-term investment horizon and regularly review your investment strategy to align with your financial goals and risk tolerance.

Nifty Next 50 

Projecting the future growth of the NIFTY Next 50 index over the next 20 years involves several assumptions and uncertainties. However, based on historical performance and available projections, we can outline a potential growth trajectory:

1. Historical Performance (2001-2024):

The NIFTY Next 50 index has exhibited a Compound Annual Growth Rate (CAGR) of approximately 16.85% from its inception in 2001 to November 2024. 



2. Projected Growth (2024-2044):

Assumption: If the index continues to grow at a CAGR of 16.85%, the projected values over the next 20 years would be:

2025: ₹79,200

2026: ₹92,500

2027: ₹108,000

2028: ₹126,000

2029: ₹147,000

2030: ₹171,000

2031: ₹199,000

2032: ₹231,000

2033: ₹268,000

2034: ₹310,000

2035: ₹358,000

2036: ₹413,000

2037: ₹476,000

2038: ₹547,000

2039: ₹628,000

2040: ₹720,000

2041: ₹824,000

2042: ₹941,000

2043: ₹1,073,000

2044: ₹1,222,000


Percentage Increase Year-over-Year:

Each year reflects a consistent increase of approximately 16.85% over the previous year's value.





Important Considerations:

Market Volatility: Stock markets are inherently volatile. Actual returns can deviate significantly from projections due to economic cycles, geopolitical events, and other unforeseen factors.

Diversification: Relying solely on one index or asset class can be risky. Diversifying investments across various sectors and asset classes can help mitigate potential risks.

Regular Review: It's essential to periodically review and adjust investment strategies in response to changing market conditions and personal financial goals.


While historical performance provides a foundation for projections, it's crucial to approach future forecasts with caution and seek guidance from financial professionals when making investment decisions.

Here's a year-by-year projection for investing ₹1 crore in NIFTY 50 vs. NIFTY Next 50 over 20 years:


Year on Year Growth for 1 Crore investments

NIFTY 50 Year-on-Year Progress (12% CAGR):

1. Year 1: ₹1.12 crore


2. Year 2: ₹1.25 crore


3. Year 3: ₹1.40 crore


4. Year 4: ₹1.57 crore


5. Year 5: ₹1.76 crore


6. Year 6: ₹1.97 crore


7. Year 7: ₹2.21 crore


8. Year 8: ₹2.48 crore


9. Year 9: ₹2.77 crore


10. Year 10: ₹3.11 crore


11. Year 11: ₹3.48 crore


12. Year 12: ₹3.89 crore


13. Year 13: ₹4.36 crore


14. Year 14: ₹4.88 crore


15. Year 15: ₹5.46 crore


16. Year 16: ₹6.11 crore


17. Year 17: ₹6.84 crore


18. Year 18: ₹7.66 crore


19. Year 19: ₹8.57 crore


20. Year 20: ₹9.65 crore




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NIFTY Next 50 Year-on-Year Progress (16.85% CAGR):

1. Year 1: ₹1.17 crore


2. Year 2: ₹1.37 crore


3. Year 3: ₹1.60 crore


4. Year 4: ₹1.87 crore


5. Year 5: ₹2.19 crore


6. Year 6: ₹2.56 crore


7. Year 7: ₹2.99 crore


8. Year 8: ₹3.49 crore


9. Year 9: ₹4.06 crore


10. Year 10: ₹4.72 crore


11. Year 11: ₹5.46 crore


12. Year 12: ₹6.31 crore


13. Year 13: ₹7.27 crore


14. Year 14: ₹8.34 crore


15. Year 15: ₹9.54 crore


16. Year 16: ₹10.88 crore


17. Year 17: ₹12.37 crore


18. Year 18: ₹14.03 crore


19. Year 19: ₹15.88 crore


20. Year 20: ₹21.74 crore




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Highlights:

In NIFTY 50, the investment grows steadily to ₹9.65 crore after 20 years.

In NIFTY Next 50, the higher CAGR pushes the value to ₹21.74 crore, showcasing the power of compounding.

By Year 10: NIFTY 50 reaches ₹3.11 crore, while NIFTY Next 50 hits ₹4.72 crore, indicating a growing gap over time.

By Year 20: NIFTY Next 50 investment is over 2.25 times larger than NIFTY 50, highlighting its superior growth potential.


This breakdown offers clarity for year-on-year progress and demonstrates the impact of compounding at different rates.







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