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)
12.47%
Equity Pension
14.2%
Opportunities Fund
18.56%
High Growth Fund
12.6%
Opportunities Fund
22%
Multi Cap Fund
14.11%
Accelerator Mid-Cap Fund II
15.78%
Multiplier
14.21%
Frontline Equity Fund
14.98%
Virtue II
10.61%
Equity II Fund
10.37%
Blue-Chip Equity Fund
14.98%
Growth Opportunities Plus Fund
11.39%
Equity Top 250 Fund
13.48%
Future Apex Fund
11.25%
Pension Dynamic Equity Fund
13.75%
Accelerator Fund
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 |
10.74% |
11.05% |
|
| HDFC Life |
14.6% |
14.6% |
|
| Axis Max Life |
20.75% |
21.11% |
|
| ICICI Prudential Life |
13.3% |
12.8% |
|
| Tata AIA Life |
21% |
20.67% |
|
| Bajaj Life |
14.78% |
13.25% |
|
| Birla Sun Life |
17.7% |
15.27% |
|
| PNB MetLife |
14.4% |
16.05% |
|
| Canara HSBC Life |
10.55% |
9.68% |
|
| Star Union Dai-ichi Life |
9.27% |
9.47% |
|
Fund rating powered by
Last updated: Mar 2026

