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)
17.8%
High Growth Fund
18.4%
Top 200 Fund
14.34%
Accelerator Mid-Cap Fund II
14.35%
Global Equity Index Funds Strategy
12.28%
Opportunities Fund
15.07%
Multiplier
14.47%
Virtue II
10.1%
Equity II Fund
13.2%
Accelerator Fund
10.7%
Pension Dynamic Equity Fund
13.65%
Frontline Equity Fund
11.81%
Equity Pension
11.06%
Equity Top 250 Fund
14.06%
Growth Opportunities Plus Fund
12.95%
Future Apex Fund
11.65%
US 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: ₹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 |
Axis Max Life |
28.6% |
21.1% |
|
Tata AIA Life |
28.6% |
21% |
|
Bajaj Allianz |
20.31% |
12.55% |
|
HDFC Life |
21.86% |
14.52% |
|
ICICI Prudential Life |
20.04% |
13.02% |
|
Birla Sun Life |
22.22% |
14.26% |
|
PNB MetLife |
20.67% |
16.05% |
|
Canara HSBC Life |
16.71% |
9.74% |
|
LIC India |
10.54% |
- |
|
SBI Life |
16.93% |
11.67% |
|
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% |
|

