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 2 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.62%
Equity Pension
14.2%
Opportunities Fund
18.76%
High Growth Fund
12.6%
Opportunities Fund
22%
Multi Cap Fund
14.28%
Accelerator Mid-Cap Fund II
15.91%
Multiplier
14.32%
Frontline Equity Fund
15.07%
Virtue II
10.69%
Equity II Fund
10.48%
Blue-Chip Equity Fund
15.02%
Growth Opportunities Plus Fund
11.43%
Equity Top 250 Fund
13.65%
Future Apex Fund
11.28%
Pension Dynamic Equity Fund
13.89%
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 3.6 L lumpsum for 2 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 2 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| SBI Life |
12.61% |
12% |
|
| HDFC Life |
14.6% |
14.6% |
|
| Axis Max Life |
21.32% |
21.51% |
|
| ICICI Prudential Life |
13.3% |
12.8% |
|
| Tata AIA Life |
21% |
21.05% |
|
| Bajaj Life |
15.62% |
13.67% |
|
| Birla Sun Life |
18.6% |
15.77% |
|
| PNB MetLife |
14.79% |
16.3% |
|
| Canara HSBC Life |
11.36% |
9.87% |
|
| Star Union Dai-ichi Life |
9.97% |
9.65% |
|
Fund rating powered by
Last updated: Mar 2026

