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)
13.06%
Equity Pension
15.9%
Opportunities Fund
19.1%
Pension Growth Super
13.24%
Opportunities Fund
20.99%
Multi Cap Fund
14.21%
Accelerator Mid-Cap Fund II
15.9%
Multiplier
14.71%
Frontline Equity Fund
18.41%
Pension Mid Cap Fund
11.24%
Equity II Fund
14.8%
US Equity Fund
15.09%
Growth Opportunities Plus Fund
11.69%
Equity Top 250 Fund
14.14%
Future Apex Fund
12.11%
Pension Dynamic Equity Fund
14.5%
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 |
13.36% |
13.07% |
|
| HDFC Life |
19.5% |
15.86% |
|
| Axis Max Life |
22.7% |
22.03% |
|
| ICICI Prudential Life |
16.12% |
14.63% |
|
| Tata AIA Life |
29% |
23.3% |
|
| Bajaj Life |
17.29% |
14.13% |
|
| Birla Sun Life |
19.5% |
16.12% |
|
| PNB MetLife |
31.41% |
24.68% |
|
| Canara HSBC Life |
13.03% |
11.54% |
|
| Star Union Dai-ichi Life |
15.2% |
- |
|
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Last updated: Nov 2025

