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 5 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
13.29%
Equity Pension
15.49%
Global Equity Index Funds Strategy
19.07%
High Growth Fund
13.52%
Opportunities Fund
21.15%
Multi Cap Fund
14.51%
Accelerator Mid-Cap Fund II
15.94%
Multiplier
14.9%
Frontline Equity Fund
18.41%
Pension Mid Cap Fund
11.58%
Growth Plus Fund
14.8%
US Equity Fund
15.35%
Growth Opportunities Plus Fund
11.96%
Equity Top 250 Fund
14.39%
Future Apex Fund
12.34%
Pension Dynamic Equity Fund
14.77%
Pension Enhanced Equity
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 5 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 5 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| SBI Life |
13.75% |
13.64% |
|
| HDFC Life |
20.53% |
16.4% |
|
| Axis Max Life |
26.3% |
22.55% |
|
| ICICI Prudential Life |
16.61% |
15.24% |
|
| Tata AIA Life |
21.91% |
22.64% |
|
| Bajaj Life |
17.5% |
14.75% |
|
| Birla Sun Life |
19.45% |
16.74% |
|
| PNB MetLife |
31.41% |
24.68% |
|
| Canara HSBC Life |
12.91% |
12.2% |
|
| Star Union Dai-ichi Life |
15.2% |
- |
|
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Last updated: Nov 2025
Last updated: October 2025

