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:
-
Monthly SIP:
-
Yearly SIP:
If you invest 12 K yearly for 25 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.95%
Equity Pension
15.9%
Opportunities Fund
19.1%
Pension Growth Super
13.15%
Opportunities Fund
20.88%
Multi Cap Fund
14.04%
Accelerator Mid-Cap Fund II
15.9%
Multiplier
14.56%
Frontline Equity Fund
18.41%
Pension Mid Cap Fund
11.1%
Equity II Fund
14.6%
US Equity Fund
15%
Growth Opportunities Plus Fund
11.65%
Equity Top 250 Fund
14.03%
Future Apex Fund
12.01%
Pension Dynamic Equity Fund
14.42%
Pension Enhanced Equity
Mid-Cap Investment (14% Annual Return)
Using the SIP calculator and assuming return of 14% (annually). We will get:
-
Monthly SIP:
-
Yearly SIP:
If you invest 12 K lumpsum for 25 years , you will get:
-
Lumpsum Investment:
Large Cap Investment (12% Annual Return)
Using the SIP calculator and assuming return of 12% (annually). We will get:
-
Monthly SIP:
-
Yearly SIP:
If you invest 12 K lumpsum for 25 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| SBI Life |
12.61% |
13.13% |
|
| HDFC Life |
19.5% |
15.71% |
|
| Axis Max Life |
22.7% |
21.94% |
|
| ICICI Prudential Life |
15.93% |
14.75% |
|
| Tata AIA Life |
29% |
23.3% |
|
| Bajaj Life |
17.05% |
14.17% |
|
| Birla Sun Life |
19.5% |
16.15% |
|
| PNB MetLife |
31.41% |
24.68% |
|
| Canara HSBC Life |
12.82% |
11.67% |
|
| Star Union Dai-ichi Life |
14.54% |
- |
|
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Last updated: Dec 2025

