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 2.4 L yearly for 2 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.38%
Equity Pension
16.14%
Global Equity Index Funds Strategy
17.8%
High Growth Fund
15.5%
Pension India Consumption Fund
20.56%
Multi Cap Fund
14.36%
Accelerator Mid-Cap Fund II
15.66%
Multiplier
14.15%
Frontline Equity Fund
18.41%
Pension Mid Cap Fund
10.69%
Equity II Fund
13.87%
US Equity Fund
14.45%
Growth Opportunities Plus Fund
11.47%
Equity Top 250 Fund
13.47%
Future Apex Fund
11.28%
Pension Dynamic Equity Fund
13.79%
Accelerator 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 2.4 L 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 2.4 L lumpsum for 2 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| SBI Life |
16.66% |
14.48% |
|
| HDFC Life |
15.72% |
- |
|
| Axis Max Life |
29.3% |
22.69% |
|
| ICICI Prudential Life |
20.5% |
- |
|
| Tata AIA Life |
25.75% |
23.74% |
|
| Bajaj Life |
20.75% |
15.12% |
|
| Birla Sun Life |
22.82% |
17.57% |
|
| PNB MetLife |
34.5% |
- |
|
| Canara HSBC Life |
16.43% |
12.96% |
|
| Star Union Dai-ichi Life |
14.69% |
- |
|
Fund rating powered by
Last updated: Sep 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

