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 25 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.66%
Equity Pension
14.66%
Opportunities Fund
18.51%
High Growth Fund
12.76%
Opportunities Fund
22%
Multi Cap Fund
14.24%
Accelerator Mid-Cap Fund II
15.8%
Multiplier
14.28%
Frontline Equity Fund
14.91%
Virtue II
10.7%
Equity II Fund
10.42%
Blue-Chip Equity Fund
15.09%
Growth Opportunities Plus Fund
11.66%
Equity Top 250 Fund
13.44%
Future Apex Fund
11.43%
Pension Dynamic Equity Fund
13.92%
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 1.2 L 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 1.2 L lumpsum for 25 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| SBI Life |
11.39% |
11.74% |
|
| HDFC Life |
14.32% |
14.66% |
|
| Axis Max Life |
19.91% |
20.86% |
|
| ICICI Prudential Life |
12.92% |
12.78% |
|
| Tata AIA Life |
21% |
20.45% |
|
| Bajaj Life |
14.07% |
12.87% |
|
| Birla Sun Life |
16.21% |
14.84% |
|
| PNB MetLife |
14.17% |
15.71% |
|
| Canara HSBC Life |
10.15% |
9.55% |
|
| Star Union Dai-ichi Life |
8.88% |
9.37% |
|
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Last updated: Feb 2026

