Date Of SIP Investment Doesn't Make Any Difference : Whiteoak AMC

According to WhiteOak Capital AMC on Saturday, there is no such thing as a "beneficial date" for investors in the case of systematic investment plans (SIP) of mutual funds. A study conducted by the company found that returns are unaffected by the date of investment.

The average return of different dates' 10-year SIPs shows no appreciable difference, according to a review of the last 26 years' index data, according to WhiteOak AMC. According to the company, whether an investor invests via Daily, Weekly, or Monthly SIP Frequency doesn't really matter in the long run.

In the end, all three frequencies produce almost equivalent returns. Focusing on making little, regular investments over a lengthy period of time is crucial. The mid-cap group is an excellent investment choice, according to the fund company, for investors looking to make long-term SIP investments.

The small- and mid-cap (SMID) segments may present a variety of options for potential higher growth, it was further stated.

Mr. Prashant Khemka founded the investment management and advisory firm White Oak Capital in June 2017 with the goal of creating a performance-driven business with a strong investing culture. With operations in India, Singapore, Mauritius, the UK, and Switzerland over the past three years, White Oak has attracted some of the greatest foreign portfolio investment inflows into India.

With a global clientele that includes sovereign wealth funds, pension plans, endowments, individuals, and family offices investing in India through a combination of separately managed accounts and investment funds, White Oak group entities had assets under management totaling 5.7 billion USD as of August 31.