30000 SIP for 10 years

Example for 30000 SIP for 10 years

• Monthly Investment: ₹30000

• Duration: 10 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: ₹30000

   • Duration: 10 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹36 L

   • Total Returns: ₹47.26 L

   • Total Corpus: ₹83.26 L

2. Yearly SIP:

   If you invest 3.6 L yearly for 10 years , you will get:

   • Yearly Investment: ₹3.6 L

   • Duration: 10 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹36 L

   • Total Returns: ₹53.04 L

   • Total Corpus: ₹89.04 L

3. Lumpsum Investment:

   • Lumpsum Investment = ₹36 L

   • Duration: 10 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹36 L

   • Total Returns: ₹1.23 Cr

   • Total Corpus: ₹1.59 Cr

Mid-Cap Investment (14% Annual Return)

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

1. Monthly SIP:

   • Monthly Investment: ₹30000

   • Duration: 10 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹36 L

   • Total Returns: ₹38.79 L

   • Total Corpus: ₹74.79 L

2. Yearly SIP:

   If you invest 3.6 L lumpsum for 10 years , you will get:

   • Yearly Investment: ₹3.6 L

   • Duration: 10 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹36 L

   • Total Returns: ₹43.36 L

   • Total Corpus: ₹79.36 L

3. Lumpsum Investment:

   • Total Investment = ₹36 L

   • Duration: 10 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹36 L

   • Total Returns: ₹97.46 L

   • Total Corpus: ₹1.33 Cr

Large Cap Investment (12% Annual Return)

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

1. Monthly SIP:

   • Monthly: ₹30000

   • Duration: 10 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Investment: ₹36 L

   • Returns: ₹31.21 L

   • Total Corpus: ₹67.21 L

2. Yearly SIP:

   If you invest 3.6 L lumpsum for 10 years , you will get:

   • Investment: ₹36 L

   • Duration: 10 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹36 L

   • Returns: ₹34.76 L

   • Total Corpus: ₹70.76 L

3. Lumpsum Investment:

   • Total Investment = ₹36 L

   • Duration: 10 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹36 L

   • Total Returns: ₹75.81 L

   • Total Corpus: ₹1.12 Cr