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)
13.28%
Equity Pension
15.9%
Opportunities Fund
18.4%
High Growth Fund
13.41%
Opportunities Fund
21.17%
Multi Cap Fund
14.22%
Accelerator Mid-Cap Fund II
15.9%
Multiplier
15%
Frontline Equity Fund
18.41%
Pension Mid Cap Fund
11.63%
Growth Plus Fund
14.6%
US Equity Fund
15.45%
Growth Opportunities Plus Fund
11.91%
Equity Top 250 Fund
13.51%
Future Opportunity Fund
12.41%
Pension Dynamic Equity Fund
14.74%
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 |
12.47% |
13.24% |
|
| HDFC Life |
19.5% |
15.9% |
|
| Axis Max Life |
29.43% |
23.7% |
|
| ICICI Prudential Life |
15.1% |
14.77% |
|
| Tata AIA Life |
29% |
23.3% |
|
| Bajaj Life |
13.49% |
14.27% |
|
| Birla Sun Life |
19.5% |
16.46% |
|
| PNB MetLife |
31.41% |
24.68% |
|
| Canara HSBC Life |
11.82% |
11.83% |
|
| Star Union Dai-ichi Life |
14.54% |
- |
|
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Last updated: Dec 2025

