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:
-
Yearly SIP:
If you invest 24 K yearly for 2 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
17.8%
High Growth Fund
20.24%
India Consumption Fund
14.99%
Accelerator Mid-Cap Fund II
15.24%
Global Equity Index Funds Strategy
15.5%
Pension India Consumption Fund
15.75%
Multiplier
15.25%
Virtue II
11.08%
Growth Plus Fund
13.96%
Accelerator Fund
11.46%
Pension Dynamic Equity Fund
14.37%
Frontline Equity Fund
12.56%
Equity Pension
11.71%
Equity Top 250 Fund
14.85%
Growth Opportunities Plus Fund
13.71%
Future Apex Fund
13.87%
US Equity Fund
Mid-Cap Investment (14% Annual Return)
Using the SIP calculator and assuming return of 14% (annually). We will get:
-
Monthly SIP:
-
Yearly SIP:
If you invest 24 K lumpsum for 2 years , you will get:
-
Lumpsum Investment:
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 2 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
Fund Name |
5 Years |
7 Years |
10 Years |
Axis Max Life |
28.6% |
21.1% |
|
Tata AIA Life |
26.44% |
21.21% |
|
Bajaj Allianz |
20.42% |
12.78% |
|
HDFC Life |
21.36% |
14.86% |
|
ICICI Prudential Life |
20.5% |
- |
|
Birla Sun Life |
22.2% |
14.74% |
|
PNB MetLife |
20.4% |
16.29% |
|
Canara HSBC Life |
15.46% |
10.38% |
|
LIC India |
10.91% |
- |
|
SBI Life |
16.9% |
11.92% |
|
Fund rating powered by
Last updated: Aug 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: August 2025

