15000 SIP for 15 years

Example for 15000 SIP for 15 years

• Monthly Investment: ₹15000

• Duration: 15 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: ₹15000

   • Duration: 15 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹27 L

   • Total Returns: ₹73.86 L

   • Total Corpus: ₹1.01 Cr

2. Yearly SIP:

   If you invest 1.8 L yearly for 15 years , you will get:

   • Yearly Investment: ₹1.8 L

   • Duration: 15 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹27 L

   • Total Returns: ₹80.87 L

   • Total Corpus: ₹1.08 Cr

3. Lumpsum Investment:

   • Lumpsum Investment = ₹27 L

   • Duration: 15 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹27 L

   • Total Returns: ₹2.23 Cr

   • Total Corpus: ₹2.5 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: ₹15000

   • Duration: 15 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹27 L

   • Total Returns: ₹57.78 L

   • Total Corpus: ₹84.78 L

2. Yearly SIP:

   If you invest 1.8 L lumpsum for 15 years , you will get:

   • Yearly Investment: ₹1.8 L

   • Duration: 15 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹27 L

   • Total Returns: ₹62.96 L

   • Total Corpus: ₹89.96 L

3. Lumpsum Investment:

   • Total Investment = ₹27 L

   • Duration: 15 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹27 L

   • Total Returns: ₹1.66 Cr

   • Total Corpus: ₹1.93 Cr

Large Cap Investment (12% Annual Return)

Using the SIP calculator and assuming return of 12% (annually). We will get:

1. Monthly SIP:

   • Monthly: ₹15000

   • Duration: 15 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Investment: ₹27 L

   • Returns: ₹44.39 L

   • Total Corpus: ₹71.39 L

2. Yearly SIP:

   If you invest 1.8 L lumpsum for 15 years , you will get:

   • Investment: ₹27 L

   • Duration: 15 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹27 L

   • Returns: ₹48.16 L

   • Total Corpus: ₹75.16 L

3. Lumpsum Investment:

   • Total Investment = ₹27 L

   • Duration: 15 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹27 L

   • Total Returns: ₹1.21 Cr

   • Total Corpus: ₹1.48 Cr