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 3.6 L yearly for 15 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
18.4%
High Growth Fund
17.46%
Top 200 Fund
14.76%
Accelerator Mid-Cap Fund II
14.81%
Opportunities Fund
10.39%
Equity II Fund
13.52%
Accelerator Fund
14.6%
Growth Opportunities Plus Fund
15.6%
Multiplier
11.66%
Equity Top 250 Fund
13.49%
Future Apex Fund
12.61%
Pension Opportunities Fund
14.22%
Frontline Equity Fund
15.14%
Virtue II
11.01%
Pension Dynamic Equity Fund
11.94%
Equity Fund
10.29%
Blue-Chip Equity 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 3.6 L lumpsum for 15 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 3.6 L lumpsum for 15 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
Fund Name |
5 Years |
7 Years |
10 Years |
Max Life |
27.23% |
22.19% |
|
Tata AIA |
30.96% |
22.84% |
|
Bajaj Allianz |
23.63% |
13.87% |
|
HDFC Standard |
25.19% |
15.94% |
|
Canara HSBC Oriental Bank |
19.43% |
11.22% |
|
Bharti AXA |
23.07% |
15.89% |
|
Birla Sun Life |
26.07% |
15.44% |
|
ICICI Prudential |
23.04% |
14.48% |
|
LIC |
- |
- |
|
PNB Metlife |
24.23% |
17.63% |
|
Fund rating powered by
Last updated: May 2025
|
Returns |
Fund Name |
3 Years |
5 Years |
10 Years |
QUANT |
23.92% |
31.48% |
|
PARAG PARIKH |
20.69% |
26.41% |
|
EDELWEISS |
22.34% |
24.29% |
|
KOTAK |
24.64% |
25.01% |
|
MIRAE ASSET |
19.74% |
24.32% |
|
PGIM INDIA |
14.75% |
23.39% |
|
DSP |
18.41% |
22.33% |
|
CANARA ROBECO |
20.05% |
21.80% |
|
SUNDARAM |
18.27% |
18.22% |
|

