Close Menu
Fund Focus News
    Facebook X (Twitter) Instagram
    Trending
    • Franklin Templeton Canada Announces Proposed Fund Mergers and Series Changes
    • Morgan Stanley to convert $10 billion in Eaton Vance muni funds to ETFs
    • Mutual Fund Summit Live: Navneet Munot, Nilesh Shah, Radhika Gupta to address the event shortly
    • Bitcoin ETFs Gain In-Kind Option as BTC Tests USD 74.5K Support
    • Multi-Asset vs Flexi-Cap Funds: Risk, returns, tax—5 key differences to know
    • Morgan Stanley Converts $10 Billion Municipal Bond Mutual Funds to ETFs Amid Market Volatility
    • He Retired With No Paycheck and Planned His Roth Conversion Around an Empty Tax Bracket. In December, His Mutual Funds Filled It.
    • Spot Bitcoin ETFs Bleed $450M After Senate Blocks CLARITY, Biggest Outflow Since June
    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 returns in last 3 yrs remain lacklustre even as inflows hit new high

    September 15, 2026

    Daily vs weekly vs monthly SIP: Does investing more frequently create more wealth?

    September 13, 2026

    Why your SIP may not be delivering the returns you expect: Mistakes that mutual fund investors should avoid

    September 13, 2026
    Leave A Reply Cancel Reply

    Top Posts

    Bitcoin ETFs Gain In-Kind Option as BTC Tests USD 74.5K Support

    September 16, 2026

    Franklin Templeton Canada Announces Proposed Fund Mergers and Series Changes

    September 16, 2026

    Should you be more hands-on with your pension investments?

    September 15, 2026

    SIP returns in last 3 yrs remain lacklustre even as inflows hit new high

    September 15, 2026
    Don't Miss
    Mutual Funds

    Franklin Templeton Canada Announces Proposed Fund Mergers and Series Changes

    September 16, 2026

    TORONTO, Sept. 16, 2026 /CNW/ — Franklin Templeton Canada today announced three proposed tax-deferred mutual…

    Morgan Stanley to convert $10 billion in Eaton Vance muni funds to ETFs

    September 16, 2026

    Mutual Fund Summit Live: Navneet Munot, Nilesh Shah, Radhika Gupta to address the event shortly

    September 16, 2026

    Bitcoin ETFs Gain In-Kind Option as BTC Tests USD 74.5K Support

    September 16, 2026
    Stay In Touch
    • Facebook
    • Twitter
    • Pinterest
    • Instagram
    • YouTube
    • Vimeo
    EDITOR'S PICK

    Life Cycle Funds: A smart retirement tool or just another mutual fund category?

    June 27, 2026

    Intel’s $90 Billion Wipeout Sparks 20% Crash In These ETFs

    July 24, 2026

    State boards approve $87 million in bonds, loans and a grant to businesses • South Dakota Searchlight

    July 11, 2024
    Our Picks

    Franklin Templeton Canada Announces Proposed Fund Mergers and Series Changes

    September 16, 2026

    Morgan Stanley to convert $10 billion in Eaton Vance muni funds to ETFs

    September 16, 2026

    Mutual Fund Summit Live: Navneet Munot, Nilesh Shah, Radhika Gupta to address the event shortly

    September 16, 2026
    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

    🇮🇸 CPP Investments and Equinix complete atNorth acquisition to support growth of leading Nordic data center platform

    September 1, 2026
    © 2026 Fund Focus News
    • Get In Touch
    • Privacy Policy
    • Terms and Conditions

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