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Stock Market vs Other Asset Classes: A Long-Term Perspective

Indians love Gold and Real Estate. But when it comes to creating generational wealth, do these traditional assets hold up against the Stock Market? Let's analyze the data.

Asset Class Showdown

Asset Class Avg Returns (20 Yrs) Liquidity Ticket Size
Equity (Stocks/MFs) ~12-15% High Very Low (₹500+)
Real Estate ~8-10% (Location specific) Low High (Lakhs/Crores)
Gold ~8-9% High Medium
Fixed Deposit ~6-7% High Low

Equity: The Wealth Engine

Equity has consistently outperformed all other asset classes over long periods (15-20 years). While it is volatile in the short term, it is the only asset class that allows you to participate in the growth of the economy and corporate profits.

Real Estate: The Illiquidity Trap

Real estate requires huge capital, regular maintenance, and is very hard to sell quickly in emergencies. While it offers emotional security, its returns often fail to beat equity significantly when adjusted for maintenance and taxes.

Gold: The Hedge

Gold is an excellent hedge against inflation and uncertainty, but it is not a primary wealth-creation tool. It preserves value but rarely multiplies it exponentially like businesses (stocks) do.

Verdict: For long-term wealth creation, Equity should form the core of your portfolio. Use Debt for stability, Gold for hedging, and Real Estate only if you have surplus capital.
Build Your Equity Portfolio