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: 20 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹38.4 L
-
Total Returns: ₹2.02 Cr
-
Total Corpus: ₹2.4 Cr
-
Yearly SIP:
If you invest 1.92 L yearly for 20 years , you will get:
-
Yearly Investment: ₹1.92 L
-
Duration: 20 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹38.4 L
-
Total Returns: ₹2.19 Cr
-
Total Corpus: ₹2.57 Cr
-
Lumpsum Investment:
-
Lumpsum Investment = ₹38.4 L
-
Duration: 20 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹38.4 L
-
Total Returns: ₹7.09 Cr
-
Total Corpus: ₹7.47 Cr
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.31%
Equity Pension
15.24%
Global Equity Index Funds Strategy
17.8%
High Growth Fund
15.5%
Pension India Consumption Fund
20.07%
India Consumption Fund
14.51%
Accelerator Mid-Cap Fund II
15.4%
Multiplier
14.19%
Frontline Equity Fund
14.91%
Virtue II
10.93%
Growth Plus Fund
13.87%
US Equity Fund
14.45%
Growth Opportunities Plus Fund
11.31%
Equity Top 250 Fund
13.49%
Future Apex Fund
11.26%
Pension Dynamic Equity Fund
13.77%
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: 20 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹38.4 L
-
Total Returns: ₹1.49 Cr
-
Total Corpus: ₹1.88 Cr
-
Yearly SIP:
If you invest 1.92 L lumpsum for 20 years , you will get:
-
Yearly Investment: ₹1.92 L
-
Duration: 20 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹38.4 L
-
Total Returns: ₹1.61 Cr
-
Total Corpus: ₹1.99 Cr
-
Lumpsum Investment:
-
Total Investment = ₹38.4 L
-
Duration: 20 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹38.4 L
-
Total Returns: ₹4.89 Cr
-
Total Corpus: ₹5.28 Cr
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 20 years , you will get:
-
Lumpsum Investment:
-
Total Investment = ₹38.4 L
-
Duration: 20 years
-
Expected Annual Rate of Return: 12%
-
Fund Type: Large Cap
-
Total Investment: ₹38.4 L
-
Total Returns: ₹3.32 Cr
-
Total Corpus: ₹3.7 Cr
- Insurance Companies
- Mutual Funds
|
Returns |
Fund Name |
5 Years |
7 Years |
10 Years |
SBI Life |
16.85% |
12.88% |
|
HDFC Life |
21.08% |
15.81% |
|
Axis Max Life |
28.6% |
21.1% |
|
ICICI Prudential Life |
20.5% |
- |
|
Tata AIA Life |
26.55% |
22.66% |
|
Bajaj Allianz |
20.14% |
13.7% |
|
Birla Sun Life |
22.05% |
16.12% |
|
PNB MetLife |
20.41% |
16.94% |
|
Canara HSBC Life |
15.47% |
11.47% |
|
Star Union Dai-ichi Life |
14.69% |
- |
|
Fund rating powered by
Last updated: Sep 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: August 2025

