50000 SIP for 25 years

Example for 50000 SIP for 25 years

• Monthly Investment: ₹50000

• Duration: 25 years

• Investment Categories: Small Cap (16%), Mid Cap (14%), Large Cap (12%)

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:

1. 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

2. Yearly SIP:

   If you invest 6 L yearly for 25 years , you will get:

   • Yearly Investment: ₹6 L

   • Duration: 25 years

   • Expected Annual Rate of Return: 16%

   • Fund Type: Small Cap

   • Total Investment: ₹1.5 Cr

   • Total Returns: ₹15.85 Cr

   • Total Corpus: ₹17.35 Cr

3. 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

Mid-Cap Investment (14% Annual Return)

Using the SIP calculator and assuming return of 14% (annually). We will get:

1. 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

2. Yearly SIP:

   If you invest 6 L lumpsum for 25 years , you will get:

   • Yearly Investment: ₹6 L

   • Duration: 25 years

   • Expected Annual Rate of Return: 14%

   • Fund Type: Mid Cap

   • Total Investment: ₹1.5 Cr

   • Total Returns: ₹10.94 Cr

   • Total Corpus: ₹12.44 Cr

3. 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:

1. Monthly SIP:

   • Monthly: ₹50000

   • Duration: 25 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Investment: ₹1.5 Cr

   • Returns: ₹7.01 Cr

   • Total Corpus: ₹8.51 Cr

2. Yearly SIP:

   If you invest 6 L lumpsum for 25 years , you will get:

   • Investment: ₹1.5 Cr

   • Duration: 25 years

   • Expected Annual Rate of Return: 12%

   • Fund Type: Large Cap

   • Total Investment: ₹1.5 Cr

   • Returns: ₹7.46 Cr

   • Total Corpus: ₹8.96 Cr

3. 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