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: ₹2000
-
Duration: 18 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹4.32 L
-
Total Returns: ₹17.58 L
-
Total Corpus: ₹21.9 L
-
Yearly SIP:
If you invest 24 K yearly for 18 years , you will get:
-
Lumpsum Investment:
-
Lumpsum Investment = ₹4.32 L
-
Duration: 18 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹4.32 L
-
Total Returns: ₹58.16 L
-
Total Corpus: ₹62.48 L
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.24%
Equity Pension
15.24%
Global Equity Index Funds Strategy
17.8%
High Growth Fund
15.5%
Pension India Consumption Fund
20.43%
Multi Cap Fund
14.49%
Accelerator Mid-Cap Fund II
15.47%
Multiplier
14.14%
Frontline Equity Fund
14.92%
Virtue II
10.59%
Equity II Fund
13.87%
US Equity Fund
14.43%
Growth Opportunities Plus Fund
11.33%
Equity Top 250 Fund
13.38%
Future Apex Fund
11.08%
Pension Dynamic Equity Fund
13.55%
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: ₹2000
-
Duration: 18 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹4.32 L
-
Total Returns: ₹13.31 L
-
Total Corpus: ₹17.63 L
-
Yearly SIP:
If you invest 24 K lumpsum for 18 years , you will get:
-
Lumpsum Investment:
-
Total Investment = ₹4.32 L
-
Duration: 18 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹4.32 L
-
Total Returns: ₹41.36 L
-
Total Corpus: ₹45.68 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 24 K lumpsum for 18 years , you will get:
-
Lumpsum Investment:
-
Total Investment = ₹4.32 L
-
Duration: 18 years
-
Expected Annual Rate of Return: 12%
-
Fund Type: Large Cap
-
Total Investment: ₹4.32 L
-
Total Returns: ₹28.9 L
-
Total Corpus: ₹33.22 L
- Insurance Companies
- Mutual Funds
|
Returns |
Fund Name |
5 Years |
7 Years |
10 Years |
SBI Life |
16.24% |
13.88% |
|
HDFC Life |
21.44% |
16.96% |
|
Axis Max Life |
28.6% |
21.1% |
|
ICICI Prudential Life |
20.5% |
- |
|
Tata AIA Life |
25.59% |
23.16% |
|
Bajaj Life |
20.16% |
14.73% |
|
Birla Sun Life |
22.41% |
17.26% |
|
PNB MetLife |
20.36% |
17.78% |
|
Canara HSBC Life |
15.96% |
12.42% |
|
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

