SIP for Travel

Planning your dream vacation needs money, but saving for it can be simple with a Systematic Investment Plan (SIP). SIP allows you to invest small amounts regularly in mutual funds, helping you create a travel fund over time. In 2025, many mutual funds offer SIP options designed for goals like travel. It is a disciplined, flexible, and low-risk method to save while earning good returns.

Read more

SIP Plan Benefits
Start SIP with as low as ₹1000
Start SIP with as low as ₹1000
No hidden charges
No hidden charges
Save upto ₹46,800 in Tax
Save upto ₹46,800 in Taxunder section 80C^
Zero LTCG Tax
Zero LTCG Tax
Disciplined & worry-free investing
Disciplined & worry-free investing

Best SIP Funds

Tax Saving FundsLarge Cap Low Return FundsMid Cap Mid Return FundsMulti CapDebt FundsShariah FundsBalanced Funds
Payment Mode
Invest
₹ 10,000
Invest for
AUM (Cr)

₹10,632

NAV

₹114.77

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 32.5 21.1 18.6 %

View Fund
Instant tax receipt
AUM (Cr)

₹3,375

NAV

₹69.26

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 21.8 16.38 14.68 %

View Fund
Instant tax receipt
AUM (Cr)

₹2,780

NAV

₹72.3

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 22.27 16.19 14.65 %

View Fund
Instant tax receipt
AUM (Cr)

₹38,561

NAV

₹76.86

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 23.81 14.86 14.24 %

View Fund
Instant tax receipt
AUM (Cr)

₹5,888

NAV

₹81.6

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 22.06 12.91 14.21 %

View Fund
Instant tax receipt
AUM (Cr)

₹3,683

NAV

₹40.87

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 17.96 13.12 13.78 %

View Fund
Instant tax receipt
AUM (Cr)

₹4,489

NAV

₹68.35

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 21.15 14.74 13.71 %

View Fund
Instant tax receipt
AUM (Cr)

₹454

NAV

₹67.29

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 17.86 13.38 13.51 %

View Fund
Instant tax receipt
AUM (Cr)

₹7,420

NAV

₹152.09

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 17.86 13.6 13.09 %

View Fund
Instant tax receipt
AUM (Cr)

₹242

NAV

₹49.03

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 20.6 14.87 13.03 %

View Fund
Instant tax receipt
AUM (Cr)

₹3,375

NAV

₹69.26

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 21.8 16.38 14.68 %

View Fund
AUM (Cr)

₹2,780

NAV

₹72.3

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 22.27 16.19 14.65 %

View Fund
AUM (Cr)

₹3,683

NAV

₹40.87

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 17.96 13.12 13.78 %

View Fund
AUM (Cr)

₹4,489

NAV

₹68.35

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 21.15 14.74 13.71 %

View Fund
AUM (Cr)

₹454

NAV

₹67.29

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 17.86 13.38 13.51 %

View Fund
AUM (Cr)

₹7,420

NAV

₹152.09

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 17.86 13.6 13.09 %

View Fund
AUM (Cr)

₹242

NAV

₹49.03

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 20.6 14.87 13.03 %

View Fund
AUM (Cr)

₹105

NAV

₹55.82

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 21.13 14.69 13.01 %

View Fund
AUM (Cr)

₹2,995

NAV

₹68.23

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 17.93 13.17 12.76 %

View Fund
AUM (Cr)

₹13,662

NAV

₹81.43

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 17.47 12.79 12.32 %

View Fund
AUM (Cr)

₹10,632

NAV

₹114.77

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 32.5 21.1 18.6 %

View Fund
AUM (Cr)

₹38,561

NAV

₹76.86

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 23.81 14.86 14.24 %

View Fund
AUM (Cr)

₹5,888

NAV

₹81.6

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 22.06 12.91 14.21 %

View Fund
AUM (Cr)

₹2,469

NAV

₹180.38

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 30.5 21 18.2 %

View Fund
AUM (Cr)

₹1,025

NAV

₹73.32

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 20.53 14.58 14.09 %

View Fund
AUM (Cr)

₹13,991

NAV

₹68.4

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 19.13 13.37 12.62 %

View Fund
AUM (Cr)

₹3,493

NAV

₹58.75

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 20.29 13.16 12.05 %

View Fund
AUM (Cr)

₹1,193

NAV

₹52.9

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 19.23 12.67 11.9 %

View Fund
AUM (Cr)

₹557

NAV

₹56.97

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 17.28 11.64 11 %

View Fund
AUM (Cr)

₹219

NAV

₹94.3

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 7.88 8.33 8.43 %

View Fund
AUM (Cr)

₹849

NAV

₹40.73

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 6.05 7.98 7.86 %

View Fund
AUM (Cr)

₹503

NAV

₹38.47

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.79 7.98 7.68 %

View Fund
AUM (Cr)

₹204

NAV

₹47.41

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.03 7.48 7.37 %

View Fund
AUM (Cr)

₹74

NAV

₹40.87

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.43 7.35 7.32 %

View Fund
AUM (Cr)

₹94

NAV

₹38.9

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.46 7.47 7.21 %

View Fund
AUM (Cr)

₹7,730

NAV

₹32.34

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.16 7.13 7.21 %

View Fund
AUM (Cr)

₹130

NAV

₹29.29

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.99 7.04 7.21 %

View Fund
AUM (Cr)

₹19,549

NAV

₹49.8

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.55 7.3 7.19 %

View Fund
AUM (Cr)

₹1,081

NAV

₹46.44

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.9 7.22 7.11 %

View Fund
AUM (Cr)

₹912

NAV

₹98.37

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 20.81 16.06 15.1 %

View Fund
AUM (Cr)

₹370

NAV

₹47.81

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 13.49 10.99 10.45 %

View Fund
AUM (Cr)

₹65

NAV

₹59.67

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 10.77 9.59 9.87 %

View Fund
AUM (Cr)

₹23,173

NAV

₹72.44

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 11.15 9.83 9.77 %

View Fund
AUM (Cr)

₹5,869

NAV

₹39.62

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 12.66 9.88 9.75 %

View Fund
AUM (Cr)

₹863

NAV

₹39.03

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 12.5 9.98 9.61 %

View Fund
AUM (Cr)

₹297

NAV

₹31.16

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 12.35 9.41 9.57 %

View Fund
AUM (Cr)

₹7,962

NAV

₹110.29

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 12.21 10.12 9.53 %

View Fund
AUM (Cr)

₹2,027

NAV

₹43.11

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 12.9 9.52 9.29 %

View Fund
AUM (Cr)

₹19

NAV

₹33.17

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 11.6 9.5 9.22 %

View Fund
AUM (Cr)

₹1,317

NAV

₹80.47

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 20.2 14.11 13.2 %

View Fund
AUM (Cr)

₹7,420

NAV

₹155.28

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 18.9 14.23 13.13 %

View Fund
AUM (Cr)

₹2,995

NAV

₹70.94

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 19.38 14.27 12.78 %

View Fund
View More

What is SIP for Travel?

A SIP for travel is a method where you invest a fixed amount regularly in mutual funds to accumulate funds for your travel goals. Instead of saving a large amount at once, you contribute small amounts over time. This allows you to plan and save for your trips in a disciplined way. By choosing the right mutual funds, you can potentially earn returns that grow your travel fund. It is a convenient and smart way to ensure you have enough savings for your next vacation or travel adventure.

  • Insurance Companies
  • Mutual Funds
Returns
Fund Name 5 Years 7 Years 10 Years
High Growth Fund Axis Max Life
Rating
 32.5% 21.1%
18.6%
View Plan
Top 200 Fund Tata AIA Life
Rating
 30.5% 21%
18.2%
View Plan
Accelerator Mid-Cap Fund II Bajaj Allianz
Rating
 22.06% 12.91%
14.21%
View Plan
Opportunities Fund HDFC Life
Rating
 23.81% 14.86%
14.24%
View Plan
Equity II Fund Canara HSBC Life
Rating
 16.83% 9.98%
10%
View Plan
Growth Opportunities Plus Fund Bharti AXA
Rating
 20.53% 14.58%
14.09%
View Plan
Multiplier Birla Sun Life
Rating
 24.11% 14.42%
14.82%
View Plan
Opportunities Fund ICICI Prudential Life
Rating
 20.29% 13.16%
12.05%
View Plan
Balanced Fund LIC India
Rating
 10.54% -
-
View Plan
Virtue II PNB MetLife
Rating
 21.8% 16.38%
14.68%
View Plan
Fund rating powered by
Last updated: Jul 2025
Compare more funds

  Returns
Fund Name 3 Years 5 Years 10 Years
Active Fund QUANT 23.92% 31.48%
21.87%
Flexi Cap Fund PARAG PARIKH 20.69% 26.41%
19.28%
Large and Mid-Cap Fund EDELWEISS 22.34% 24.29%
17.94%
Equity Opportunities Fund KOTAK 24.64% 25.01%
19.45%
Large and Midcap Fund MIRAE ASSET 19.74% 24.32%
22.50%
Flexi Cap Fund PGIM INDIA 14.75% 23.39%
-
Flexi Cap Fund DSP 18.41% 22.33%
16.91%
Emerging Equities Fund CANARA ROBECO 20.05% 21.80%
15.92%
Focused fund SUNDARAM 18.27% 18.22%
16.55%

Last updated: June 2025

Compare more funds

Buying the Dip Results in Higher ReturnsBuying the Dip Results in Higher Returns

How a SIP for Travel Works?

Learn the workings of best SIP for travel from the following steps:

  • Set Your Travel Goal: Decide your travel destination, budget, and how much time you have to save.

  • Select a Mutual Fund: Choose a fund based on your timeline—equity funds for long-term goals or debt funds for short-term.

  • Fix the SIP Amount: Divide your total travel budget by the months left before your trip to decide how much to invest monthly.

  • Start Your SIP: Open a mutual fund account, set up the SIP, and automate monthly payments.

  • Track the Growth: Check how your investments are growing and adjust if needed.

  • Redeem for Your Trip: Withdraw the amount before your trip and use it to enjoy a stress-free vacation.

SIP Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Wealth ₹22.4 L
View Plans
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Monthly Investment ₹22.4 L
View Plans
Top Funds with High Returns (Past 7 Years)
High Growth Fund
18.6%
High Growth Fund
Top 200 Fund
18.2%
Top 200 Fund
Accelerator Mid-Cap Fund II
14.21%
Accelerator Mid-Cap Fund II
Opportunities Fund
14.24%
Opportunities Fund
Equity II Fund
10%
Equity II Fund
Accelerator Fund
13.03%
Accelerator Fund
Growth Opportunities Plus Fund
14.09%
Growth Opportunities Plus Fund
Multiplier
14.82%
Multiplier
Equity Top 250 Fund
11%
Equity Top 250 Fund
Future Apex Fund
13.01%
Future Apex Fund
Opportunities Fund
12.05%
Opportunities Fund
Frontline Equity Fund
13.71%
Frontline Equity Fund
Virtue II
14.68%
Virtue II
Pension Dynamic Equity Fund
10.72%
Pension Dynamic Equity Fund
Equity Pension
11.76%
Equity Pension
Blue-Chip Equity Fund
9.89%
Blue-Chip Equity Fund

SIP Calculator to Estimate Amount for Travel

A SIP calculator is a helpful tool to estimate the amount you need to save for travel goals. It calculates how much you should invest monthly through a Systematic Investment Plan (SIP) to reach your target amount within a specific time. It helps you plan your savings effectively and ensures you achieve your dream trip without financial stress.

  • SIP Calculator for Travel Expenses: Select the “I Know My Goal Amount” option in the SIP calculator and enter your travel goal amount, investment duration, and expected returns-

    • Travel Expenses Estimate: ₹3,00,000

    • Investment Duration: 2 years

    • Expected Return: 15% annually.

  • SIP Calculator Results: The calculator provides the required monthly investment amount-

    • Total Investment: ₹2.59 lakhs

    • Amount Required: ₹3 lakhs

    • Monthly Investment Required: ₹10,800

    • Wealth Gained from SIP: ₹41,500

Start An Sip Today Watch Your Money Grow Start An Sip Today Watch Your Money Grow

Key Points to Consider Before Investing in a SIP for Travel

You must consider the following points before you start investing in a SIP plan to cover your travel expenses:

  • Decide Your Travel Plan: Choose your destination, travel budget, and date of travel before starting.

  • Know How Much You Need: Calculate total expenses like flights, hotels, food, and sightseeing.

  • Pick the Right Fund: Select funds with low to moderate risk and steady returns suitable for your timeline.

  • Match Tenure with Goal: Align your SIP period with the time left for your trip. Short-term SIPs (1-3 years) are best for travel.

  • Understand Your Risk: If you want low risk, go for debt or hybrid funds. For higher returns, choose equity funds if you have time.

  • Set Monthly SIP Amount: Fix a SIP amount that fits your monthly budget without stress.

  • Track Performance: Keep checking the fund's progress and switch if needed to meet your target.

  • Be Aware of Taxes: Understand the tax on profits, especially if you withdraw your SIP within one year.

  • Keep Emergency Savings: Always have extra money saved for emergencies so your travel plan is not affected.

  • Start Early: Begin your SIP early to get the benefit of compounding and save stress-free.

SIP Plans
5 Years
SIP Plans
7 Years
SIP Plans
10 Years
SIP Plans
12 Years
SIP Plans
15 Years
SIP Plans
20 Years
SIP Plans

Conclusion

SIP for travel is a smart way to plan for your vacation fund. By investing small amounts regularly, you can build a significant corpus over time, making your travel dreams a reality without any financial stress. With the power of compounding and the flexibility of SIPs, you can align your investments to match your travel goals. Start early, stay consistent, and enjoy a hassle-free holiday experience.

SIP Hub
SIP Investment Plans - SIP Funds to Invest in India
SIP Interest Rate
How to Invest in SIP
What is SIP
Types of SIP
SIP vs FD
Best SIP Plans
SIP Plans for NRI
SIP for Long Term
Step up SIP Calculator
SIP for 1 Crore in 10 years
Index Fund SIP Calculator
Systematic Withdrawal Plan - SWP
Step up SIP
SWP Calculator
AMC SIP
SIP vs SWP vs STP
HDFC SIP Plans
SBI SIP Plans (Systematic Investment Plan)
ICICI SIP Plan
Reliance SIP Plan
Axis Bank SIP Plans
Yes Bank SIP Plans
Aditya Birla SIP
Tata AIA SIP Plans
Kotak SIP Plan
Bajaj Allianz SIP Plans
BOI SIP Investment
PNB SIP Investment
IDBI Bank SIP Investment
Canara Bank SIP Plans
HSBC SIP Investment
Index Fund Systematic Investment Plan
Axis Max Life SIP Plans
HDFC SIP Plans
SBI SIP Plans (Systematic Investment Plan)
ICICI SIP Plan
Reliance SIP Plan
Axis Bank SIP Plans
Yes Bank SIP Plans
Aditya Birla SIP
Tata AIA SIP Plans
Kotak SIP Plan
Bajaj Allianz SIP Plans
BOI SIP Investment
PNB SIP Investment
IDBI Bank SIP Investment
Canara Bank SIP Plans
HSBC SIP Investment
Index Fund Systematic Investment Plan
Axis Max Life SIP Plans
500 SIP for 1 Year
500 SIP for 2 Years
500 SIP for 5 Years
500 SIP for 10 Years
500 SIP for 15 Years
500 SIP for 20 Years
500 SIP for 25 Years
1000 SIP for 1 Year
1000 SIP for 2 Years
1000 SIP for 10 Years
1000 SIP for 25 Years
2000 SIP for 1 Year
2000 SIP for 2 Years
2000 SIP for 5 Years
2000 SIP for 20 Years
2000 SIP for 25 Years
3000 SIP for 1 Year
3000 SIP for 2 Years
3000 SIP for 5 Years
3000 SIP for 15 Years
3000 SIP for 20 Years
3000 SIP for 25 Years
5000 SIP for 1 Year
5000 SIP for 2 Years
5000 SIP for 20 Years
5000 SIP for 25 Years
10000 SIP for 2 Years
10000 SIP for 15 Years
10000 SIP for 25 Years
15000 SIP for 1 Year
15000 SIP for 2 Years
15000 SIP for 15 Years
15000 SIP for 20 Years
15000 SIP for 25 Years
20000 SIP for 1 Year
20000 SIP for 2 Years
20000 SIP for 5 Years
20000 SIP for 15 Years
20000 SIP for 20 Years
20000 SIP for 25 Years
30000 SIP for 1 Year
30000 SIP for 2 Years
30000 SIP for 5 Years
30000 SIP for 10 Years
30000 SIP for 15 Years
30000 SIP for 20 Years
30000 SIP for 25 Years
50000 SIP for 1 Year
50000 SIP for 2 Years
50000 SIP for 10 Years
50000 SIP for 15 Years
50000 SIP for 20 Years
50000 SIP for 25 Years
SIP Calculator
SBI SIP Calculator
HDFC SIP Calculator
AXIS SIP Calculator
BOI SIP Calculator
Canara Bank SIP Calculator
DHFL SIP Calculator
ICICI SIP Calculator
IDBI SIP Calculator
Kotak SIP Calculator
PNB SIP Calculator
Union Bank SIP Calculator
Step up SIP Calculator
HSBC SIP Calculator
Aditya Birla SIP Calculator
Index Fund SIP Calculator
Yes Bank SIP Calculator
Reliance SIP calculator
Bajaj Allianz SIP Calculator
TATA SIP Calculator

FAQs

  • What is a SIP for travel?

    SIP for travel is a systematic investment plan that allows you to invest small amounts regularly in mutual funds to save for travel expenses.

  • How does SIP for travel work?

    You invest a fixed amount in a mutual fund at regular intervals. Over time, the investment grows, helping you save for travel goals.

  • Why should I invest in SIP for travel?

    SIP for travel helps you plan your travel expenses in advance by saving regularly, ensuring you have enough funds when you need them.

  • Can I choose the amount for SIP for travel?

    Yes, you can choose the amount you want to invest monthly based on your travel budget and goals.

  • When should I start SIP for travel?

    It is best to start SIP for travel as early as possible to allow your investments to grow over time, giving you ample funds for your trip.

˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
Disclaimer:#The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. In Unit Linked Insurance Plans, the investment risk in the investment portfolio is borne by the policyholder and the returns are not guaranteed. Maturity Value: ₹1,05,02,174 @ CAGR 8%; ₹50,45,591 @ CAGR 4%. All SIPs listed here are of insurance companies’ funds. The tax benefits under Section 80C allow a deduction of up to ₹1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ₹2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
^The tax benefits under Section 80C allow a deduction of up to ₹1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ₹2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
¶Long-term capital gains (LTCG) tax (12.5%) is exempted on annual premiums up to 2.5 lacs.
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
**Returns are based on past 10 years’ fund performance data (Fund Data Source: Value Research).

SIP plans articles

Recent Articles
Popular Articles
Difference Between SIP and Mutual Fund
Difference Between SIP and Mutual Fund

22 Jul 2025

For new investors, the terms SIP and mutual fund often create
Read more
Star Union Dai-ichi SIP Plan
Star Union Dai-ichi SIP Plan

15 Jul 2025

Star Union Dai-ichi Life Insurance Co. Ltd. (SUD Life) offers a
Read more
Sahara SIP Plan
Sahara SIP Plan

15 Jul 2025

Sahara India Life Insurance offers a range of investment
Read more
Pramerica SIP Plan
Pramerica SIP Plan

15 Jul 2025

Pramerica Life Insurance, a joint venture between DHFL and
Read more
LIC SIP Plan
LIC SIP Plan

15 Jul 2025

Investing for your future is no longer optional—it's
Read more
SIP Calculator
SIP Calculator
  • 10 Apr 2018
  • 960105
An SIP is a disciplined way to invest in mutual funds. It involves contributing a fixed amount regularly
Read more
SIP Investment Plans - SIP Funds to Invest in India
SIP Investment Plans - SIP Funds to Invest in India
  • 01 Feb 2017
  • 1096971
A Systematic Investment Plan (SIP) is a smart and convenient way to invest in mutual funds. It allows you to
Read more
Best SIP Plans
Best SIP Plans
  • 14 Feb 2020
  • 270436
Best SIP Plans to Invest in India in 2025 Systematic Investment Plans (SIPs) have become a popular investment
Read more
SIP Plan for 5 Years
SIP Plan for 5 Years
  • 15 Apr 2020
  • 190983
Systematic Investment Plans (SIPs) are one of the most efficient and disciplined ways to invest in mutual funds
Read more
SBI SIP Plans (Systematic Investment Plan)
SBI SIP Plans (Systematic Investment Plan)
  • 05 Oct 2018
  • 177703
SBI Systematic Investment Plan or SBI SIP Plan is a convenient and disciplined approach to investing in
Read more
Invest ₹10K/Month & Get ₹1 Crore# Tax-Free*
*under 10(10D)

Explore the popular searches and stay informed

top

  • Invest In SIP & Get Financial Freedom

    With BEST RETURNS˜ and Tax-Free* Maturity

  • Mobile +91
  • Mobile +91

*under 10(10D)

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL