WhiteOak Capital说,尽管短期波动性很大,但中产值股票可能会提高SIP的长期回报率。
Mid-cap stocks may boost long-term SIP returns despite short-term volatility, WhiteOak Capital says.
2025年10月26日发表的《白玉资本AMC报告》指出,尽管短期波动性更大,但中盖股票可能为使用系统投资计划(SIPs)的投资者提供更高的长期增长潜力。
A WhiteOak Capital AMC report released on October 26, 2025, suggests mid-cap stocks may offer higher long-term growth potential for investors using Systematic Investment Plans (SIPs), despite greater short-term volatility.
分析发现,股本波动随着时间推移而减少,使长期性SIP有效,每日、每周或每月频率产生类似结果。
The analysis found that equity volatility decreases over time, making long-term SIPs effective, with daily, weekly, or monthly frequencies yielding similar results.
该公司强调一致性,而不是经常改变战略,建议为实现财务目标对共同基金进行稳定、有节制的投资。
The firm emphasized consistency over frequent strategy changes, recommending steady, disciplined investing in mutual funds to achieve financial goals.