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:
-
Monthly Investment: ₹50000
-
Duration: 20 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹1.2 Cr
-
Total Returns: ₹6.31 Cr
-
Total Corpus: ₹7.51 Cr
-
Yearly SIP:
If you invest 6 L yearly for 20 years , you will get:
-
Lumpsum Investment:
-
Lumpsum Investment = ₹1.2 Cr
-
Duration: 20 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹1.2 Cr
-
Total Returns: ₹22.15 Cr
-
Total Corpus: ₹23.35 Cr
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.99%
Equity Pension
15.49%
Global Equity Index Funds Strategy
19.4%
High Growth Fund
13.25%
Opportunities Fund
20.94%
Multi Cap Fund
14.36%
Accelerator Mid-Cap Fund II
15.8%
Multiplier
14.58%
Frontline Equity Fund
18.41%
Pension Mid Cap Fund
11.15%
Equity II Fund
14.82%
US Equity Fund
14.98%
Growth Opportunities Plus Fund
11.72%
Equity Top 250 Fund
14.05%
Future Apex Fund
11.91%
Pension Dynamic Equity Fund
14.42%
Pension Enhanced Equity
Mid-Cap Investment (14% Annual Return)
Using the SIP calculator and assuming return of 14% (annually). We will get:
-
Monthly SIP:
-
Monthly Investment: ₹50000
-
Duration: 20 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹1.2 Cr
-
Total Returns: ₹4.67 Cr
-
Total Corpus: ₹5.87 Cr
-
Yearly SIP:
If you invest 6 L lumpsum for 20 years , you will get:
-
Lumpsum Investment:
-
Total Investment = ₹1.2 Cr
-
Duration: 20 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹1.2 Cr
-
Total Returns: ₹15.29 Cr
-
Total Corpus: ₹16.49 Cr
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 20 years , you will get:
-
Lumpsum Investment:
-
Total Investment = ₹1.2 Cr
-
Duration: 20 years
-
Expected Annual Rate of Return: 12%
-
Fund Type: Large Cap
-
Total Investment: ₹1.2 Cr
-
Total Returns: ₹10.38 Cr
-
Total Corpus: ₹11.58 Cr
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| SBI Life |
15.7% |
13.74% |
|
| HDFC Life |
18.93% |
16.31% |
|
| Axis Max Life |
28% |
22.59% |
|
| ICICI Prudential Life |
17.45% |
14.94% |
|
| Tata AIA Life |
22.74% |
22.43% |
|
| Bajaj Life |
18.37% |
14.64% |
|
| Birla Sun Life |
20.42% |
16.73% |
|
| PNB MetLife |
31.41% |
24.68% |
|
| Canara HSBC Life |
14.34% |
11.87% |
|
| Star Union Dai-ichi Life |
16.95% |
- |
|
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Last updated: Nov 2025
Last updated: October 2025

