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)
12.54%
Equity Pension
14.2%
Opportunities Fund
18.89%
High Growth Fund
12.6%
Opportunities Fund
22%
Multi Cap Fund
14.33%
Accelerator Mid-Cap Fund II
16.05%
Multiplier
14.12%
Frontline Equity Fund
15.28%
Virtue II
10.51%
Equity II Fund
10.38%
Blue-Chip Equity Fund
14.95%
Growth Opportunities Plus Fund
11.38%
Equity Top 250 Fund
13.53%
Future Apex Fund
11.19%
Pension Dynamic Equity Fund
13.79%
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 |
11.43% |
11.81% |
|
| HDFC Life |
14.6% |
14.6% |
|
| Axis Max Life |
20.72% |
21.75% |
|
| ICICI Prudential Life |
13.3% |
12.8% |
|
| Tata AIA Life |
21% |
21.1% |
|
| Bajaj Life |
14.83% |
13.8% |
|
| Birla Sun Life |
17.92% |
16% |
|
| PNB MetLife |
14.23% |
16.36% |
|
| Canara HSBC Life |
10.1% |
9.62% |
|
| Star Union Dai-ichi Life |
9.01% |
9.42% |
|
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Last updated: Apr 2026

