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 1.2 L yearly for 15 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
18.6%
High Growth Fund
18.2%
Top 200 Fund
13.92%
Accelerator Mid-Cap Fund II
13.64%
Opportunities Fund
9.7%
Equity II Fund
12.72%
Accelerator Fund
13.64%
Growth Opportunities Plus Fund
14.7%
Multiplier
10.73%
Equity Top 250 Fund
12.54%
Future Apex Fund
11.86%
Opportunities Fund
13.27%
Frontline Equity Fund
14.07%
Virtue II
10.33%
Pension Dynamic Equity Fund
11.42%
Equity Pension
9.54%
Blue-Chip 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 1.2 L lumpsum for 15 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 1.2 L lumpsum for 15 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
Fund Name |
5 Years |
7 Years |
10 Years |
Axis Max Life |
32.5% |
21.1% |
|
Tata AIA Life |
30.5% |
21% |
|
Bajaj Allianz |
20.65% |
12.38% |
|
HDFC Life |
22.32% |
14.43% |
|
Canara HSBC Life |
16.86% |
9.74% |
|
Bharti AXA |
20.05% |
14.11% |
|
Birla Sun Life |
22.36% |
14.24% |
|
ICICI Prudential Life |
20.2% |
12.99% |
|
LIC India |
10.57% |
- |
|
PNB MetLife |
20.6% |
15.88% |
|
Fund rating powered by
Last updated: Jul 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% |
|

