How Long Should You Invest For?
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Imagine two investors reviewing their portfolios at the end of September 2026. One holds a large-cap equity fund, expecting blue-chip stocks to offer the smoother path to long-term wealth creation. The other, with greater anxiety, owns a small-cap fund. Yet their recent experience has been almost the reverse of what the labels might suggest. Over the year to late September, the average large-cap mutual fund was down 5.01 per cent, while small-cap funds delivered a positive average one-year return of 8.61 per cent despite a difficult September.
Imagine two investors reviewing their portfolios at the end of September 2026. One holds a large-cap equity fund, expecting blue-chip stocks to offer the smoother path to long-term wealth creation. The other, with greater anxiety, owns a small-cap fund. Yet their recent experience has been almost the reverse of what the labels might suggest. Over the year to late September, the average large-cap mutual fund was down 5.01 per cent, while small-cap funds delivered a positive average one-year return of 8.61 per cent despite a difficult September.
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