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)
12.75%
Equity Pension
14.59%
Opportunities Fund
18.83%
High Growth Fund
12.98%
Opportunities Fund
22%
Multi Cap Fund
14.29%
Accelerator Mid-Cap Fund II
15.92%
Multiplier
14.48%
Frontline Equity Fund
15.18%
Virtue II
10.9%
Equity II Fund
10.64%
Blue-Chip Equity Fund
15.24%
Growth Opportunities Plus Fund
11.67%
Equity Top 250 Fund
13.73%
Future Apex Fund
11.6%
Pension Dynamic Equity Fund
14.07%
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 |
10.11% |
11.04% |
|
| HDFC Life |
13.94% |
14.79% |
|
| Axis Max Life |
19.4% |
20.98% |
|
| ICICI Prudential Life |
12.95% |
13.02% |
|
| Tata AIA Life |
21% |
20.56% |
|
| Bajaj Life |
13.58% |
13.11% |
|
| Birla Sun Life |
16.15% |
15.09% |
|
| PNB MetLife |
13.38% |
15.98% |
|
| Canara HSBC Life |
9.93% |
9.63% |
|
| Star Union Dai-ichi Life |
8.76% |
9.48% |
|
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Last updated: Mar 2026

