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 25 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.55%
Equity Pension
16.68%
Global Blue Chip Anchor Strategy
18.34%
High Growth Fund
18.03%
US Growth Fund
26.96%
Global AI and Technology Leaders Fund
14.14%
Accelerator Mid-Cap Fund II
15.49%
Multiplier
14.15%
Frontline Equity Fund
14.77%
Virtue II
10.66%
Equity II Fund
13.59%
US Equity Fund
14.97%
Growth Opportunities Plus Fund
11.58%
Equity Top 250 Fund
13.38%
Future Apex Fund
11.42%
Pension Dynamic Equity Fund
13.87%
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 25 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 25 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| SBI Life |
10.33% |
11.43% |
|
| HDFC Life |
15.27% |
- |
|
| Axis Max Life |
18.39% |
20.36% |
|
| ICICI Prudential Life |
15.25% |
- |
|
| Tata AIA Life |
20.51% |
- |
|
| Bajaj Life |
12.63% |
12.41% |
|
| Birla Sun Life |
14.59% |
14.29% |
|
| PNB MetLife |
12.9% |
15.34% |
|
| Canara HSBC Life |
9.2% |
9.33% |
|
| Star Union Dai-ichi Life |
13.31% |
- |
|
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Last updated: Feb 2026

