Close Menu
Fund Focus News
    Facebook X (Twitter) Instagram
    Trending
    • Evaluating Mutual Fund Risk-Return Tradeoffs: Key Metrics
    • XRP ETFs see steady inflows as total assets hit $1.2B
    • Gold ETFs Boom: GLD Is Larger in Size But AAAU Is More Affordable
    • ICICI Prudential MF enters SIF space with equity ex top 100, hybrid long short funds
    • Portfolio Stability With Dividend Yield Funds
    • A practical guide to small-cap fund investing
    • XRP’s Chance to Spike as ETFs Attract Major Funds
    • GIFT City Funds offer new route to global investing, says Daulat Finvest CEO
    Facebook X (Twitter) Instagram
    Fund Focus News
    • Home
    • Bonds
    • ETFs
    • Funds
    • Investments
    • Mutual Funds
    • Property Investments
    • SIP
    Fund Focus News
    Home»SIP»Mid-cap SIP edge: 10-year investments deliver up to 17% annual returns, outperforming large-caps; here’s what experts say
    SIP

    Mid-cap SIP edge: 10-year investments deliver up to 17% annual returns, outperforming large-caps; here’s what experts say

    November 3, 2025


    Mid-cap SIP edge: 10-year investments deliver up to 17% annual returns, outperforming large-caps; here's what experts say

    Investors looking to build long-term wealth through Systematic Investment Plans (SIPs) in mid-cap mutual funds should ideally stay invested for a decade, financial experts said, as the probability of earning double-digit returns is the highest over a 10-year horizon.A WhiteOak Capital study, reported ET, found that investors who stayed invested in mid-cap funds through SIPs for 10 years earned an average annualised return of 17.4% — outperforming large-cap funds at 13% and small-cap funds at 14.8%.“Midcap funds can deliver alpha in equity portfolios with moderate risk. Investors can allocate around 40% to midcap funds but continue SIPs for a 10-year period,” said Juzer Gabajiwala, director at Ventura Securities.The study highlighted that over 10-year SIP periods, mid-cap funds delivered returns above 10% in 98% of cases, over 12% in 95%, and above 15% in nearly 79% of cases. In contrast, large-cap funds managed returns above 15% only 15% of the time, while small-cap funds exceeded that mark in 55% of instances.“Midcaps offer access to unique industries and emerging leaders not yet represented in the large-cap universe,” said Amar Ranu, EVP and head of investments at Anand Rathi Share and Stock Brokers, quoted ET. He also noted that the Nifty Midcap 150 Total Returns Index (TRI) has outperformed the Nifty 50 TRI by 10.1%, 4.7%, and 4.1% over 5-year, 10-year, and 15-year periods respectively.While valuations in the mid-cap space remain relatively high, they have cooled from last year’s peaks. The price-to-earnings (P/E) ratio of the Nifty Midcap 150 has dropped to 34.8x from 43.5x a year ago, according the ET report.Fund managers say mid-caps have continued to outperform due to a limited pool of investible stocks and relatively lower liquidity compared to large-caps. Under Sebi rules, mid-cap funds must invest in companies ranked between 101 and 250 by market capitalisation.However, some experts believe the segment still offers ample opportunities. “While overall mutual fund ownership as a percentage of free-float market cap has gone up, the 150-company space is not a constraint for midcaps,” said Ankit Jain, senior fund manager at Mirae Asset Mutual Fund. “Newer listings have provided more choices, ensuring enough diversity for fund managers.”Wealth advisors agree that investors with moderate risk appetite can benefit from disciplined 10-year SIPs in mid-cap funds, which continue to offer the potential for steady alpha generation over time.(Disclaimer: Recommendations and views on the stock market, other asset classes or personal finance management tips given by experts are their own. These opinions do not represent the views of The Times of India)





    Source link

    Share. Facebook Twitter Pinterest LinkedIn Tumblr Telegram Email

    Related Posts

    SIP stoppage ratio touches 76% even as inflows hit new high in November

    December 20, 2025

    Want Rs. 1 crore in 10 years? Here’s the SIP amount you’ll need to invest monthly

    December 17, 2025

    Nov-25 SIP flows flat; misses 30K mark for third month in a row

    December 17, 2025
    Leave A Reply Cancel Reply

    Top Posts

    The Shifting Landscape of Art Investment and the Rise of Accessibility: The London Art Exchange

    September 11, 2023

    Charlie Cobham: The Art Broker Extraordinaire Maximizing Returns for High Net Worth Clients

    February 12, 2024

    Gold ETFs Boom: GLD Is Larger in Size But AAAU Is More Affordable

    December 20, 2025

    The Unyielding Resilience of the Art Market: A Historical and Contemporary Perspective

    November 19, 2023
    Don't Miss
    Mutual Funds

    Evaluating Mutual Fund Risk-Return Tradeoffs: Key Metrics

    December 20, 2025

    One of the principles of investing is the risk-return tradeoff, defined as the correlation between…

    XRP ETFs see steady inflows as total assets hit $1.2B

    December 20, 2025

    Gold ETFs Boom: GLD Is Larger in Size But AAAU Is More Affordable

    December 20, 2025

    ICICI Prudential MF enters SIF space with equity ex top 100, hybrid long short funds

    December 20, 2025
    Stay In Touch
    • Facebook
    • Twitter
    • Pinterest
    • Instagram
    • YouTube
    • Vimeo
    EDITOR'S PICK

    Is there physical gold backing India’s ETFs?

    February 20, 2025

    Is commercial property a good investment? – The Irish News

    November 22, 2021

    Oswego swim team raises funds for teacher battling breast cancer

    October 25, 2024
    Our Picks

    Evaluating Mutual Fund Risk-Return Tradeoffs: Key Metrics

    December 20, 2025

    XRP ETFs see steady inflows as total assets hit $1.2B

    December 20, 2025

    Gold ETFs Boom: GLD Is Larger in Size But AAAU Is More Affordable

    December 20, 2025
    Most Popular

    🔥Juve target Chukwuemeka, Inter raise funds, Elmas bid in play 🤑

    August 20, 2025

    💵 Libra responds after Flamengo takes legal action and ‘freezes’ funds

    September 26, 2025

    ₹10,000 monthly SIP in this mutual fund has grown to ₹1.52 crore in 22 years

    September 17, 2025
    © 2025 Fund Focus News
    • Get In Touch
    • Privacy Policy
    • Terms and Conditions

    Type above and press Enter to search. Press Esc to cancel.