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:
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Monthly SIP:
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Monthly Investment: ₹2000
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Duration: 18 years
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Expected Annual Rate of Return: 16%
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Fund Type: Small Cap
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Total Investment: ₹4.32 L
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Total Returns: ₹17.58 L
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Total Corpus: ₹21.9 L
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Yearly SIP:
If you invest 24 K yearly for 18 years , you will get:
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Lumpsum Investment:
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Lumpsum Investment = ₹4.32 L
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Duration: 18 years
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Expected Annual Rate of Return: 16%
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Fund Type: Small Cap
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Total Investment: ₹4.32 L
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Total Returns: ₹58.16 L
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Total Corpus: ₹62.48 L
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
17.72%
Midcap Fund
14.69%
Opportunities Fund
20%
High Growth Pension Fund
12.6%
Opportunities Fund
22%
Multi Cap Fund
14.38%
Accelerator Mid-Cap Fund II
16.29%
Multiplier
13.84%
Frontline Equity Fund
15.28%
Virtue II
10.11%
Equity II Fund
9.75%
Blue-Chip Equity Fund
14.94%
Growth Opportunities Plus Fund
11.29%
Equity Top 250 Fund
13.3%
Future Apex Fund
10.64%
Pension Dynamic Equity Fund
13.33%
Accelerator Fund
Mid-Cap Investment (14% Annual Return)
Using the SIP calculator and assuming return of 14% (annually). We will get:
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Monthly SIP:
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Monthly Investment: ₹2000
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Duration: 18 years
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Expected Annual Rate of Return: 14%
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Fund Type: Mid Cap
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Total Investment: ₹4.32 L
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Total Returns: ₹13.31 L
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Total Corpus: ₹17.63 L
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Yearly SIP:
If you invest 24 K lumpsum for 18 years , you will get:
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Lumpsum Investment:
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Total Investment = ₹4.32 L
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Duration: 18 years
-
Expected Annual Rate of Return: 14%
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Fund Type: Mid Cap
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Total Investment: ₹4.32 L
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Total Returns: ₹41.36 L
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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%
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Fund Type: Large Cap
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Total Investment: ₹4.32 L
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Total Returns: ₹28.9 L
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Total Corpus: ₹33.22 L

