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 6 L yearly for 10 years , you will get:
 
- 
Lumpsum Investment:
 
    
        
            
            
        
        
            
            
                
                        
                        Monthly Investment
                        ₹22.4 L                 
                        
                        
                        
                     Top Funds with High Returns (Past 7 Years)
                        
                        12.6%
                        Equity Pension
                      
                        
                        16.14%
                        Global Equity Index Funds Strategy
                      
                        
                        17.8%
                        High Growth Fund
                      
                        
                        15.5%
                        Pension India Consumption Fund
                      
                        
                        20.52%
                        Multi Cap Fund
                      
                        
                        14.53%
                        Accelerator Mid-Cap Fund II
                      
                        
                        15.85%
                        Multiplier
                      
                        
                        14.41%
                        Frontline Equity Fund
                      
                        
                        18.41%
                        Pension Mid Cap Fund
                      
                        
                        10.88%
                        Equity II Fund
                      
                        
                        13.87%
                        US Equity Fund
                      
                        
                        14.74%
                        Growth Opportunities Plus Fund
                      
                        
                        11.62%
                        Equity Top 250 Fund
                      
                        
                        13.77%
                        Future Apex Fund
                      
                        
                        11.51%
                        Pension Dynamic Equity Fund
                      
                        
                        14.04%
                        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 6 L lumpsum for 10 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 6 L lumpsum for 10 years , you will get:
 
- 
Lumpsum Investment:
 
- Insurance Companies
 
- Mutual Funds
 
                                                
                                                
                                                 | 
                                                Returns | 
                                                
                                                
                                                
                                                
                                                | Fund Name  | 
                                                5 Years | 
                                                7 Years | 
                                                10 Years | 
                                                
                                                
                                                
                                                    |  SBI Life  | 
                                                    15.78% | 
                                                    13.6% | 
                                                    
                                                    
                                                     | 
                                                    
                                                    |  HDFC Life  | 
                                                    21.9% | 
                                                    16.66% | 
                                                    
                                                    
                                                     | 
                                                    
                                                    |  Axis Max Life  | 
                                                    29.3% | 
                                                    22.69% | 
                                                    
                                                    
                                                     | 
                                                    
                                                    |  ICICI Prudential Life  | 
                                                    20.5% | 
                                                    - | 
                                                    
                                                    
                                                     | 
                                                    
                                                    |  Tata AIA Life  | 
                                                    25.94% | 
                                                    22.89% | 
                                                    
                                                    
                                                     | 
                                                    
                                                    |  Bajaj Life  | 
                                                    21.13% | 
                                                    14.65% | 
                                                    
                                                    
                                                     | 
                                                    
                                                    |  Birla Sun Life  | 
                                                    23.51% | 
                                                    17.02% | 
                                                    
                                                    
                                                     | 
                                                    
                                                    |  PNB MetLife  | 
                                                    31.41% | 
                                                    24.68% | 
                                                    
                                                    
                                                     | 
                                                    
                                                    |  Canara HSBC Life  | 
                                                    16.82% | 
                                                    12.4% | 
                                                    
                                                    
                                                     | 
                                                    
                                                    |  Star Union Dai-ichi Life  | 
                                                    14.69% | 
                                                    - | 
                                                    
                                                    
                                                     | 
                                                    
 
Fund rating powered by
Last updated: Oct 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% | 
 | 
 
Last updated: August 2025
 
 
 
 
 
 

