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)
12.63%
Equity Pension
14.2%
Opportunities Fund
18.98%
High Growth Fund
12.6%
Opportunities Fund
22%
Multi Cap Fund
14.49%
Accelerator Mid-Cap Fund II
16.16%
Multiplier
14.29%
Frontline Equity Fund
15.38%
Virtue II
10.59%
Equity II Fund
10.5%
Blue-Chip Equity Fund
15.06%
Growth Opportunities Plus Fund
11.49%
Equity Top 250 Fund
13.69%
Future Apex Fund
11.34%
Pension Dynamic Equity Fund
13.85%
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 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 |
10.23% |
11.37% |
|
| HDFC Life |
14.6% |
14.6% |
|
| Axis Max Life |
20.46% |
21.79% |
|
| ICICI Prudential Life |
13.3% |
12.8% |
|
| Tata AIA Life |
21% |
21.22% |
|
| Bajaj Life |
14.5% |
13.95% |
|
| Birla Sun Life |
17.96% |
16.24% |
|
| PNB MetLife |
14.15% |
16.48% |
|
| Canara HSBC Life |
10.31% |
9.71% |
|
| Star Union Dai-ichi Life |
9.24% |
9.38% |
|
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Last updated: Apr 2026

