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 36 K yearly for 20 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
13.07%
Equity Pension
15.49%
Global Equity Index Funds Strategy
19.4%
High Growth Fund
13.27%
Opportunities Fund
21.05%
Multi Cap Fund
14.31%
Accelerator Mid-Cap Fund II
15.77%
Multiplier
14.59%
Frontline Equity Fund
18.41%
Pension Mid Cap Fund
11.31%
Growth Plus Fund
14.82%
US Equity Fund
15.01%
Growth Opportunities Plus Fund
11.7%
Equity Top 250 Fund
14.1%
Future Apex Fund
11.99%
Pension Dynamic Equity Fund
14.47%
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 36 K lumpsum for 20 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 36 K lumpsum for 20 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| SBI Life |
14.53% |
13.25% |
|
| HDFC Life |
18.65% |
16.19% |
|
| Axis Max Life |
28% |
22.36% |
|
| ICICI Prudential Life |
17.33% |
14.9% |
|
| Tata AIA Life |
22.65% |
22.44% |
|
| Bajaj Life |
18.04% |
14.49% |
|
| Birla Sun Life |
20.06% |
16.59% |
|
| PNB MetLife |
31.41% |
24.68% |
|
| Canara HSBC Life |
13.5% |
11.92% |
|
| Star Union Dai-ichi Life |
16.95% |
- |
|
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Last updated: Nov 2025
Last updated: October 2025

