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 30 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
17.8%
High Growth Fund
20.2%
India Consumption Fund
14.91%
Accelerator Mid-Cap Fund II
14.67%
Opportunities Fund
12.81%
Opportunities Fund
15.76%
Multiplier
15.21%
Virtue II
10.79%
Equity II Fund
13.87%
Accelerator Fund
11.39%
Pension Dynamic Equity Fund
14.32%
Frontline Equity Fund
12.51%
Equity Pension
11.67%
Equity Top 250 Fund
14.79%
Growth Opportunities Plus Fund
13.51%
Future Apex Fund
13.87%
US Equity 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 30 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 30 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
Fund Name |
5 Years |
7 Years |
10 Years |
Axis Max Life |
28.6% |
21.1% |
|
Tata AIA Life |
27.29% |
20.91% |
|
Bajaj Allianz |
20.98% |
12.44% |
|
HDFC Life |
22.42% |
14.51% |
|
ICICI Prudential Life |
20.39% |
12.97% |
|
Birla Sun Life |
23.02% |
14.35% |
|
PNB MetLife |
21.37% |
16.03% |
|
Canara HSBC Life |
16.98% |
9.97% |
|
LIC India |
10.94% |
- |
|
SBI Life |
17.19% |
11.64% |
|
Fund rating powered by
Last updated: Aug 2025
|
Returns |
Fund Name |
3 Years |
5 Years |
10 Years |
QUANT |
23.92% |
31.48% |
|
PARAG PARIKH |
20.69% |
26.41% |
|
EDELWEISS |
22.34% |
24.29% |
|
KOTAK |
24.64% |
25.01% |
|
MIRAE ASSET |
19.74% |
24.32% |
|
PGIM INDIA |
14.75% |
23.39% |
|
DSP |
18.41% |
22.33% |
|
CANARA ROBECO |
20.05% |
21.80% |
|
SUNDARAM |
18.27% |
18.22% |
|
Last updated: August 2025

