2000 SIP for 18 years

Example for 2000 SIP for 18 years

• Monthly Investment: ₹2000

• Duration: 18 years

• Investment Categories: Small Cap (16%), Mid Cap (14%), Large Cap (12%)

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:

1. 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

2. Yearly SIP:

   If you invest 24 K yearly for 18 years , you will get:

   • Yearly Investment: ₹24 K

   • Duration: 18 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹4.32 L

   • Total Returns: ₹19.1 L

   • Total Corpus: ₹23.42 L

3. 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

Mid-Cap Investment (14% Annual Return)

Using the SIP calculator and assuming return of 14% (annually). We will get:

1. 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

2. Yearly SIP:

   If you invest 24 K lumpsum for 18 years , you will get:

   • Yearly Investment: ₹24 K

   • Duration: 18 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹4.32 L

   • Total Returns: ₹14.39 L

   • Total Corpus: ₹18.71 L

3. 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:

1. Monthly SIP:

   • Monthly: ₹2000

   • Duration: 18 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Investment: ₹4.32 L

   • Returns: ₹9.91 L

   • Total Corpus: ₹14.23 L

2. Yearly SIP:

   If you invest 24 K lumpsum for 18 years , you will get:

   • Investment: ₹4.32 L

   • Duration: 18 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹4.32 L

   • Returns: ₹10.67 L

   • Total Corpus: ₹14.99 L

3. 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