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:
-
Monthly Investment: ₹16000
-
Duration: 10 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹19.2 L
-
Total Returns: ₹25.2 L
-
Total Corpus: ₹44.4 L
-
Yearly SIP:
If you invest 1.92 L yearly for 10 years , you will get:
-
Yearly Investment: ₹1.92 L
-
Duration: 10 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹19.2 L
-
Total Returns: ₹28.29 L
-
Total Corpus: ₹47.49 L
-
Lumpsum Investment:
-
Lumpsum Investment = ₹19.2 L
-
Duration: 10 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹19.2 L
-
Total Returns: ₹65.5 L
-
Total Corpus: ₹84.7 L
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
13.18%
Equity Pension
15.49%
Global Equity Index Funds Strategy
19.45%
High Growth Fund
13.46%
Opportunities Fund
21.07%
Multi Cap Fund
14.77%
Accelerator Mid-Cap Fund II
16.26%
Multiplier
14.85%
Frontline Equity Fund
18.41%
Pension Mid Cap Fund
11.35%
Equity II Fund
14.82%
US Equity Fund
15.26%
Growth Opportunities Plus Fund
12.04%
Equity Top 250 Fund
14.31%
Future Apex Fund
12.12%
Pension Dynamic Equity Fund
14.52%
Accelerator Fund
Mid-Cap Investment (14% Annual Return)
Using the SIP calculator and assuming return of 14% (annually). We will get:
-
Monthly SIP:
-
Monthly Investment: ₹16000
-
Duration: 10 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹19.2 L
-
Total Returns: ₹20.69 L
-
Total Corpus: ₹39.89 L
-
Yearly SIP:
If you invest 1.92 L lumpsum for 10 years , you will get:
-
Yearly Investment: ₹1.92 L
-
Duration: 10 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹19.2 L
-
Total Returns: ₹23.13 L
-
Total Corpus: ₹42.33 L
-
Lumpsum Investment:
-
Total Investment = ₹19.2 L
-
Duration: 10 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹19.2 L
-
Total Returns: ₹51.98 L
-
Total Corpus: ₹71.18 L
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 1.92 L lumpsum for 10 years , you will get:
-
Lumpsum Investment:
-
Total Investment = ₹19.2 L
-
Duration: 10 years
-
Expected Annual Rate of Return: 12%
-
Fund Type: Large Cap
-
Total Investment: ₹19.2 L
-
Total Returns: ₹40.43 L
-
Total Corpus: ₹59.63 L
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| SBI Life |
14.78% |
13.48% |
|
| HDFC Life |
20.06% |
16.49% |
|
| Axis Max Life |
27.44% |
22.83% |
|
| ICICI Prudential Life |
17.84% |
15.21% |
|
| Tata AIA Life |
23.67% |
22.56% |
|
| Bajaj Life |
19.57% |
14.6% |
|
| Birla Sun Life |
21.69% |
16.94% |
|
| PNB MetLife |
31.41% |
24.68% |
|
| Canara HSBC Life |
14.46% |
12.01% |
|
| Star Union Dai-ichi Life |
16.95% |
- |
|
Fund rating powered by
Last updated: Oct 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% |
|
Last updated: October 2025

