1000 SIP for 30 years

Example for 1000 SIP for 30 years

• Monthly Investment: ₹1000

• Duration: 30 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: 30 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹65.43 L

   • Total Corpus: ₹69.03 L

2. Yearly SIP:

   If you invest 12 K yearly for 30 years , you will get:

   • Yearly Investment: ₹12 K

   • Duration: 30 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹70.22 L

   • Total Corpus: ₹73.82 L

3. Lumpsum Investment:

   • Lumpsum Investment = ₹3.6 L

   • Duration: 30 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹3.05 Cr

   • Total Corpus: ₹3.09 Cr

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: 30 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹42.4 L

   • Total Corpus: ₹46 L

2. Yearly SIP:

   If you invest 12 K lumpsum for 30 years , you will get:

   • Yearly Investment: ₹12 K

   • Duration: 30 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹45.21 L

   • Total Corpus: ₹48.81 L

3. Lumpsum Investment:

   • Total Investment = ₹3.6 L

   • Duration: 30 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹1.8 Cr

   • Total Corpus: ₹1.83 Cr

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: 30 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Investment: ₹3.6 L

   • Returns: ₹27.21 L

   • Total Corpus: ₹30.81 L

2. Yearly SIP:

   If you invest 12 K lumpsum for 30 years , you will get:

   • Investment: ₹3.6 L

   • Duration: 30 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹3.6 L

   • Returns: ₹28.84 L

   • Total Corpus: ₹32.44 L

3. Lumpsum Investment:

   • Total Investment = ₹3.6 L

   • Duration: 30 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹1.04 Cr

   • Total Corpus: ₹1.08 Cr