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)
12.82%
Equity Pension
14.2%
Opportunities Fund
19.29%
High Growth Fund
12.6%
Opportunities Fund
22%
Multi Cap Fund
14.74%
Accelerator Mid-Cap Fund II
16.48%
Multiplier
14.51%
Frontline Equity Fund
15.56%
Virtue II
10.75%
Equity II Fund
10.6%
Blue-Chip Equity Fund
15.27%
Growth Opportunities Plus Fund
11.62%
Equity Top 250 Fund
13.95%
Future Apex Fund
11.47%
Pension Dynamic Equity Fund
14.02%
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 |
11.68% |
12.37% |
|
| HDFC Life |
14.6% |
14.6% |
|
| Axis Max Life |
21.02% |
22.5% |
|
| ICICI Prudential Life |
13.3% |
12.8% |
|
| Tata AIA Life |
21% |
21.99% |
|
| Bajaj Life |
14.92% |
14.58% |
|
| Birla Sun Life |
18.51% |
16.99% |
|
| PNB MetLife |
14.29% |
16.95% |
|
| Canara HSBC Life |
10.38% |
10.2% |
|
| Star Union Dai-ichi Life |
9.2% |
9.76% |
|
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Last updated: Apr 2026

