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 1.8 L yearly for 25 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.27%
Equity Pension
14.04%
Opportunities Fund
18.27%
High Growth Fund
12.47%
Opportunities Fund
22%
Multi Cap Fund
13.75%
Accelerator Mid-Cap Fund II
15.32%
Multiplier
13.98%
Frontline Equity Fund
14.74%
Virtue II
10.67%
Growth Plus Fund
10.27%
Blue-Chip Equity Fund
14.73%
Growth Opportunities Plus Fund
11.17%
Equity Top 250 Fund
13.19%
Future Apex Fund
11.18%
Pension Dynamic Equity Fund
13.59%
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 1.8 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 1.8 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 |
9.32% |
10.9% |
|
| HDFC Life |
12.85% |
13.78% |
|
| Axis Max Life |
18.39% |
20.02% |
|
| ICICI Prudential Life |
11.96% |
12.14% |
|
| Tata AIA Life |
21% |
19.52% |
|
| Bajaj Life |
12.63% |
12.23% |
|
| Birla Sun Life |
15.04% |
13.99% |
|
| PNB MetLife |
12.78% |
15.3% |
|
| Canara HSBC Life |
9.27% |
9.45% |
|
| Star Union Dai-ichi Life |
8.06% |
8.84% |
|
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Last updated: Mar 2026

