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: 25 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹1.5 Cr
-
Total Returns: ₹14.72 Cr
-
Total Corpus: ₹16.22 Cr
-
Yearly SIP:
If you invest 6 L yearly for 25 years , you will get:
-
Lumpsum Investment:
-
Lumpsum Investment = ₹1.5 Cr
-
Duration: 25 years
-
Expected Annual Rate of Return: 16%
-
Fund Type: Small Cap
-
Total Investment: ₹1.5 Cr
-
Total Returns: ₹59.81 Cr
-
Total Corpus: ₹61.31 Cr
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
12.42%
Equity Pension
16.68%
Global Blue Chip Anchor Strategy
18.31%
High Growth Fund
18.03%
US Growth Fund
22%
Multi Cap Fund
14.09%
Accelerator Mid-Cap Fund II
15.47%
Multiplier
14.04%
Frontline Equity Fund
14.7%
Virtue II
10.58%
Equity II Fund
13.59%
US Equity Fund
14.89%
Growth Opportunities Plus Fund
11.47%
Equity Top 250 Fund
12.46%
Future Opportunity Fund
11.34%
Pension Dynamic Equity Fund
13.81%
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: 25 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹1.5 Cr
-
Total Returns: ₹10.22 Cr
-
Total Corpus: ₹11.72 Cr
-
Yearly SIP:
If you invest 6 L lumpsum for 25 years , you will get:
-
Lumpsum Investment:
-
Total Investment = ₹1.5 Cr
-
Duration: 25 years
-
Expected Annual Rate of Return: 14%
-
Fund Type: Mid Cap
-
Total Investment: ₹1.5 Cr
-
Total Returns: ₹38.19 Cr
-
Total Corpus: ₹39.69 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 25 years , you will get:
-
Lumpsum Investment:
-
Total Investment = ₹1.5 Cr
-
Duration: 25 years
-
Expected Annual Rate of Return: 12%
-
Fund Type: Large Cap
-
Total Investment: ₹1.5 Cr
-
Total Returns: ₹24 Cr
-
Total Corpus: ₹25.5 Cr
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| SBI Life |
9.06% |
10.7% |
|
| HDFC Life |
15.27% |
- |
|
| Axis Max Life |
18.36% |
20.46% |
|
| ICICI Prudential Life |
15.25% |
- |
|
| Tata AIA Life |
21% |
19.99% |
|
| Bajaj Life |
12.56% |
12.4% |
|
| Birla Sun Life |
14.55% |
14.32% |
|
| PNB MetLife |
12.86% |
15.35% |
|
| Canara HSBC Life |
8.79% |
9.24% |
|
| Star Union Dai-ichi Life |
13.31% |
- |
|
Fund rating powered by
Last updated: Feb 2026

