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)
13.09%
Equity Pension
15.49%
Global Equity Index Funds Strategy
19.4%
High Growth Fund
13.28%
Opportunities Fund
21%
Multi Cap Fund
14.34%
Accelerator Mid-Cap Fund II
15.94%
Multiplier
14.65%
Frontline Equity Fund
18.41%
Pension Mid Cap Fund
11.34%
Growth Plus Fund
14.82%
US Equity Fund
15%
Growth Opportunities Plus Fund
11.75%
Equity Top 250 Fund
14.12%
Future Apex Fund
12.02%
Pension Dynamic Equity Fund
14.47%
Pension Enhanced Equity
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 |
14.63% |
13.77% |
|
| HDFC Life |
19.31% |
16.44% |
|
| Axis Max Life |
28% |
22.7% |
|
| ICICI Prudential Life |
17.51% |
15.29% |
|
| Tata AIA Life |
23.22% |
22.69% |
|
| Bajaj Life |
18.73% |
14.53% |
|
| Birla Sun Life |
20.95% |
16.81% |
|
| PNB MetLife |
31.41% |
24.68% |
|
| Canara HSBC Life |
13.51% |
12.24% |
|
| 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

