1000 SIP for 10 years

Example for 1000 SIP for 10 years

• Monthly Investment: ₹1000

• Duration: 10 years

• Investment Categories: Small Cap (16%), Mid Cap (14%), Large Cap (12%)

SIP Investment Breakdown by Fund Type

Small Cap Investment (16% Annual Return)

Using the SIP calculator and assuming return of 16% (annually). We will get:

1. Monthly SIP:

   • Monthly Investment: ₹1000

   • Duration: 10 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹1.2 L

   • Total Returns: ₹1.58 L

   • Total Corpus: ₹2.78 L

2. Yearly SIP:

   If you invest 12 K yearly for 10 years , you will get:

   • Yearly Investment: ₹12 K

   • Duration: 10 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹1.2 L

   • Total Returns: ₹1.77 L

   • Total Corpus: ₹2.97 L

3. Lumpsum Investment:

   • Lumpsum Investment = ₹1.2 L

   • Duration: 10 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹1.2 L

   • Total Returns: ₹4.09 L

   • Total Corpus: ₹5.29 L

Mid-Cap Investment (14% Annual Return)

Using the SIP calculator and assuming return of 14% (annually). We will get:

1. Monthly SIP:

   • Monthly Investment: ₹1000

   • Duration: 10 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹1.2 L

   • Total Returns: ₹1.29 L

   • Total Corpus: ₹2.49 L

2. Yearly SIP:

   If you invest 12 K lumpsum for 10 years , you will get:

   • Yearly Investment: ₹12 K

   • Duration: 10 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹1.2 L

   • Total Returns: ₹1.45 L

   • Total Corpus: ₹2.65 L

3. Lumpsum Investment:

   • Total Investment = ₹1.2 L

   • Duration: 10 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹1.2 L

   • Total Returns: ₹3.25 L

   • Total Corpus: ₹4.45 L

Large Cap Investment (12% Annual Return)

Using the SIP calculator and assuming return of 12% (annually). We will get:

1. Monthly SIP:

   • Monthly: ₹1000

   • Duration: 10 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Investment: ₹1.2 L

   • Returns: ₹1.04 L

   • Total Corpus: ₹2.24 L

2. Yearly SIP:

   If you invest 12 K lumpsum for 10 years , you will get:

   • Investment: ₹1.2 L

   • Duration: 10 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹1.2 L

   • Returns: ₹1.16 L

   • Total Corpus: ₹2.36 L

3. Lumpsum Investment:

   • Total Investment = ₹1.2 L

   • Duration: 10 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹1.2 L

   • Total Returns: ₹2.53 L

   • Total Corpus: ₹3.73 L