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)
13.01%
Equity Pension
15.9%
Opportunities Fund
19.1%
Pension Growth Super
13.19%
Opportunities Fund
20.99%
Multi Cap Fund
14.17%
Accelerator Mid-Cap Fund II
15.9%
Multiplier
14.68%
Frontline Equity Fund
18.41%
Pension Mid Cap Fund
11.21%
Equity II Fund
14.6%
US Equity Fund
15.08%
Growth Opportunities Plus Fund
11.7%
Equity Top 250 Fund
14.15%
Future Apex Fund
12.06%
Pension Dynamic Equity Fund
14.48%
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 |
13.61% |
13.49% |
|
| HDFC Life |
19.5% |
16.06% |
|
| Axis Max Life |
22.7% |
22.34% |
|
| ICICI Prudential Life |
13.89% |
13.54% |
|
| Tata AIA Life |
29% |
23.3% |
|
| Bajaj Life |
17.57% |
14.48% |
|
| Birla Sun Life |
19.5% |
16.48% |
|
| PNB MetLife |
31.41% |
24.68% |
|
| Canara HSBC Life |
13.26% |
11.93% |
|
| Star Union Dai-ichi Life |
14.54% |
- |
|
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Last updated: Nov 2025

