3000 SIP for 5 years

Example for 3000 SIP for 5 years

• Monthly Investment: ₹3000

• Duration: 5 years

• Investment Categories: Small Cap (16%), Mid Cap (14%), Large Cap (12%)

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:

1. Monthly SIP:

   • Monthly Investment: ₹3000

   • Duration: 5 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹1.8 L

   • Total Returns: ₹88.55 K

   • Total Corpus: ₹2.69 L

2. Yearly SIP:

   If you invest 36 K yearly for 5 years , you will get:

   • Yearly Investment: ₹36 K

   • Duration: 5 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹1.8 L

   • Total Returns: ₹1.07 L

   • Total Corpus: ₹2.87 L

3. Lumpsum Investment:

   • Lumpsum Investment = ₹1.8 L

   • Duration: 5 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹1.8 L

   • Total Returns: ₹1.98 L

   • Total Corpus: ₹3.78 L

I know my investment amount I know my goal amount

Monthly SIP Yearly SIP Lumpsum

I want to invest Pro Tip

Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth

/Month

I want to invest for Pro Tip

Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively

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Expected return Pro Tip

Top 25% of investors consistently generate more than 12% return

% Annually

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Total Wealth ₹1.03 Cr

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I want to save

I want to invest for Pro Tip

Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively

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Expected return Pro Tip

Top 25% of investors consistently generate more than 12% return

% Annually

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Monthly Investment ₹22.4 L

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Top Funds with High Returns (Past 7 Years)

17.31%

Midcap Fund

14.33%

Opportunities Fund

20%

High Growth Pension Fund

12.6%

Opportunities Fund

22%

Multi Cap Fund

13.92%

Accelerator Mid-Cap Fund II

15.96%

Multiplier

13.7%

Frontline Equity Fund

15.05%

Virtue II

10.02%

Equity II Fund

9.7%

Blue-Chip Equity Fund

14.73%

Growth Opportunities Plus Fund

11.05%

Equity Top 250 Fund

13.14%

Future Apex Fund

10.56%

Pension Dynamic Equity Fund

13.16%

Accelerator Fund

Mid-Cap Investment (14% Annual Return)

Using the SIP calculator and assuming return of 14% (annually). We will get:

1. Monthly SIP:

   • Monthly Investment: ₹3000

   • Duration: 5 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹1.8 L

   • Total Returns: ₹75.65 K

   • Total Corpus: ₹2.56 L

2. Yearly SIP:

   If you invest 36 K lumpsum for 5 years , you will get:

   • Yearly Investment: ₹36 K

   • Duration: 5 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹1.8 L

   • Total Returns: ₹91.28 K

   • Total Corpus: ₹2.71 L

3. Lumpsum Investment:

   • Total Investment = ₹1.8 L

   • Duration: 5 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹1.8 L

   • Total Returns: ₹1.67 L

   • Total Corpus: ₹3.47 L

Large Cap Investment (12% Annual Return)

Using the SIP calculator and assuming return of 12% (annually). We will get:

1. Monthly SIP:

   • Monthly: ₹3000

   • Duration: 5 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Investment: ₹1.8 L

   • Returns: ₹63.31 K

   • Total Corpus: ₹2.43 L

2. Yearly SIP:

   If you invest 36 K lumpsum for 5 years , you will get:

   • Investment: ₹1.8 L

   • Duration: 5 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹1.8 L

   • Returns: ₹76.15 K

   • Total Corpus: ₹2.56 L

3. Lumpsum Investment:

   • Total Investment = ₹1.8 L

   • Duration: 5 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹1.8 L

   • Total Returns: ₹1.37 L

   • Total Corpus: ₹3.17 L