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)
12.3%
Equity Pension
14.3%
Opportunities Fund
18.15%
High Growth Fund
12.39%
Opportunities Fund
22%
Multi Cap Fund
13.89%
Accelerator Mid-Cap Fund II
15.45%
Multiplier
13.9%
Frontline Equity Fund
14.59%
Virtue II
10.33%
Equity II Fund
10.12%
Blue-Chip Equity Fund
14.71%
Growth Opportunities Plus Fund
11.31%
Equity Top 250 Fund
13.05%
Future Apex Fund
11.07%
Pension Dynamic Equity Fund
13.55%
Accelerator Fund
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 |
9.34% |
10.95% |
|
| HDFC Life |
13.42% |
14.11% |
|
| Axis Max Life |
18.97% |
20.22% |
|
| ICICI Prudential Life |
11.96% |
12.16% |
|
| Tata AIA Life |
21% |
19.82% |
|
| Bajaj Life |
13.13% |
12.32% |
|
| Birla Sun Life |
15.25% |
14.26% |
|
| PNB MetLife |
13.31% |
15.18% |
|
| Canara HSBC Life |
9.16% |
8.94% |
|
| Star Union Dai-ichi Life |
8.08% |
8.85% |
|
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Last updated: Feb 2026

