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 15 years , you will get:
-
Lumpsum Investment:
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.36%
Equity Pension
15.24%
Global Equity Index Funds Strategy
17.8%
High Growth Fund
15.5%
Pension India Consumption Fund
20.5%
Multi Cap Fund
14.46%
Accelerator Mid-Cap Fund II
15.51%
Multiplier
14.23%
Frontline Equity Fund
15.03%
Virtue II
10.67%
Equity II Fund
13.87%
US Equity Fund
14.5%
Growth Opportunities Plus Fund
11.42%
Equity Top 250 Fund
13.48%
Future Apex Fund
11.19%
Pension Dynamic Equity Fund
13.69%
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 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 6 L lumpsum for 15 years , you will get:
-
Lumpsum Investment:
- Insurance Companies
- Mutual Funds
|
Returns |
Fund Name |
5 Years |
7 Years |
10 Years |
SBI Life |
16.25% |
13.57% |
|
HDFC Life |
21.77% |
16.47% |
|
Axis Max Life |
29.3% |
22.69% |
|
ICICI Prudential Life |
20.5% |
- |
|
Tata AIA Life |
25.78% |
22.75% |
|
Bajaj Life |
20.48% |
14.35% |
|
Birla Sun Life |
22.64% |
16.72% |
|
PNB MetLife |
20.17% |
17.55% |
|
Canara HSBC Life |
15.98% |
12% |
|
Star Union Dai-ichi Life |
14.69% |
- |
|
Fund rating powered by
Last updated: Sep 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

