15000 SIP for 2 years

Example for 15000 SIP for 2 years

• Monthly Investment: ₹15000

• Duration: 2 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: 2 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹61.73 K

   • Total Corpus: ₹4.22 L

2. Yearly SIP:

   If you invest 1.8 L yearly for 2 years , you will get:

   • Yearly Investment: ₹1.8 L

   • Duration: 2 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹91.01 K

   • Total Corpus: ₹4.51 L

3. Lumpsum Investment:

   • Lumpsum Investment = ₹3.6 L

   • Duration: 2 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹1.24 L

   • Total Corpus: ₹4.84 L

I know my investment amount I know my goal amount

Monthly SIP Yearly SIP Lumpsum

I want to invest Pro Tip

Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth

/Month

I want to invest for Pro Tip

Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively

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Expected return Pro Tip

Top 25% of investors consistently generate more than 12% return

% Annually

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Total Wealth ₹1.03 Cr

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I want to save

I want to invest for Pro Tip

Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively

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Expected return Pro Tip

Top 25% of investors consistently generate more than 12% return

% Annually

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Monthly Investment ₹22.4 L

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Top Funds with High Returns (Past 7 Years)

17.22%

Midcap Fund

14.2%

Opportunities Fund

20%

High Growth Pension Fund

25.41%

US Technology Advantage Fund

22%

Multi Cap Fund

13.86%

Accelerator Mid-Cap Fund II

15.81%

Multiplier

13.62%

Frontline Equity Fund

14.91%

Virtue II

9.92%

Equity II Fund

9.51%

Blue-Chip Equity Fund

14.62%

Growth Opportunities Plus Fund

10.92%

Equity Top 250 Fund

13.06%

Future Apex Fund

10.38%

Pension Dynamic Equity Fund

13.01%

Accelerator Fund

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: 2 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹53.83 K

   • Total Corpus: ₹4.14 L

2. Yearly SIP:

   If you invest 1.8 L lumpsum for 2 years , you will get:

   • Yearly Investment: ₹1.8 L

   • Duration: 2 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹79.13 K

   • Total Corpus: ₹4.39 L

3. Lumpsum Investment:

   • Total Investment = ₹3.6 L

   • Duration: 2 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹1.08 L

   • Total Corpus: ₹4.68 L

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: 2 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Investment: ₹3.6 L

   • Returns: ₹45.97 K

   • Total Corpus: ₹4.06 L

2. Yearly SIP:

   If you invest 1.8 L lumpsum for 2 years , you will get:

   • Investment: ₹3.6 L

   • Duration: 2 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹3.6 L

   • Returns: ₹67.39 K

   • Total Corpus: ₹4.27 L

3. Lumpsum Investment:

   • Total Investment = ₹3.6 L

   • Duration: 2 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹3.6 L

   • Total Returns: ₹91.58 K

   • Total Corpus: ₹4.52 L