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)
18.6%
High Growth Fund
18.2%
Top 200 Fund
14.03%
Accelerator Mid-Cap Fund II
13.72%
Opportunities Fund
12.09%
Opportunities Fund
14.83%
Multiplier
14.24%
Virtue II
10.22%
Growth Plus Fund
12.93%
Accelerator Fund
10.44%
Pension Dynamic Equity Fund
13.4%
Frontline Equity Fund
11.57%
Equity Pension
10.83%
Equity Top 250 Fund
13.82%
Growth Opportunities Plus Fund
12.68%
Future Apex Fund
9.73%
Blue-Chip Equity 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 |
Axis Max Life |
32.5% |
21.1% |
|
Tata AIA Life |
30.5% |
21% |
|
Bajaj Allianz |
20.64% |
12.59% |
|
HDFC Life |
22.23% |
14.66% |
|
ICICI Prudential Life |
20.11% |
13.19% |
|
Birla Sun Life |
22.57% |
14.41% |
|
PNB MetLife |
20.83% |
16.18% |
|
Canara HSBC Life |
15.51% |
9.95% |
|
LIC India |
10.66% |
- |
|
SBI Life |
16.91% |
11.82% |
|
Fund rating powered by
Last updated: Jul 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% |
|

