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 5 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.5%
Equity Pension
14.2%
Opportunities Fund
18.61%
High Growth Fund
12.6%
Opportunities Fund
22%
Multi Cap Fund
14.18%
Accelerator Mid-Cap Fund II
15.84%
Multiplier
14.21%
Frontline Equity Fund
15%
Virtue II
10.59%
Equity II Fund
10.4%
Blue-Chip Equity Fund
14.95%
Growth Opportunities Plus Fund
11.33%
Equity Top 250 Fund
13.54%
Future Apex Fund
11.21%
Pension Dynamic Equity Fund
13.78%
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 5 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 5 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| SBI Life |
10.94% |
11.48% |
|
| HDFC Life |
14.6% |
14.6% |
|
| Axis Max Life |
21.15% |
21.39% |
|
| ICICI Prudential Life |
13.3% |
12.8% |
|
| Tata AIA Life |
21% |
20.94% |
|
| Bajaj Life |
15.45% |
13.55% |
|
| Birla Sun Life |
18.37% |
15.61% |
|
| PNB MetLife |
14.72% |
16.25% |
|
| Canara HSBC Life |
11.16% |
9.73% |
|
| Star Union Dai-ichi Life |
9.82% |
9.54% |
|
Fund rating powered by
Last updated: Mar 2026

