2000 SIP for 2 years

Sandeep Yadav, a 38 year old Chef from Patna, is exploring mid cap funds through a Systematic Investment Plan (SIP). By investing ₹2000 per month over 2 years , Sandeep Yadav aims to leverage the power of compounding. With an estimated annual return of around 14%, Sandeep Yadav's monthly SIP could accumulate a total corpus of approximately ₹55.18 K over 2 years . If he invests yearly for 2 years , this amounts to a corpus of about ₹58.55 K, while a one-time lump sum investment for the same period could potentially grow to ₹62.38 K . These figures highlight the growth opportunities available through disciplined SIP investing.

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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

Example for 2000 SIP for 2 years

  • Monthly Investment: ₹2000

  • Duration: 2 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: ₹2000

    • Duration: 2 years

    • Expected Annual Rate of Return: 16%

    • Fund Type: Small Cap

    • Total Investment: ₹48 K

    • Total Returns: ₹8.23 K

    • Total Corpus: ₹56.23 K

  2. Yearly SIP:

    If you invest 24 K yearly for 2 years , you will get:

    • Yearly Investment: ₹24 K

    • Duration: 2 years

    • Expected Annual Rate of Return: 16%

    • Fund Type: Small Cap

    • Total Investment: ₹48 K

    • Total Returns: ₹12.13 K

    • Total Corpus: ₹60.13 K

  3. Lumpsum Investment:

    • Lumpsum Investment = ₹48 K

    • Duration: 2 years

    • Expected Annual Rate of Return: 16%

    • Fund Type: Small Cap

    • Total Investment: ₹48 K

    • Total Returns: ₹16.59 K

    • Total Corpus: ₹64.59 K

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
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
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Total Wealth ₹1.03 Cr
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
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
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Monthly Investment ₹22.4 L
View Plans
Top Funds with High Returns (Past 7 Years)
Equity Pension
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Global Equity Growth Fund
16.25%
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Life Pure Equity Fund 2
12.47%
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14.59%
Growth Opportunities Plus Fund
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11.07%
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Future Apex Fund
13.03%
Future Apex Fund
Pension Dynamic Equity Fund
11.01%
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Accelerator Fund
13.45%
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Enhancer Fund-II
11.74%
Enhancer Fund-II
Midcap Fund
14.2%
Midcap Fund

Mid-Cap Investment (14% Annual Return)

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

  1. Monthly SIP:

    • Monthly Investment: ₹2000

    • Duration: 2 years

    • Expected Annual Rate of Return: 14%

    • Fund Type: Mid Cap

    • Total Investment: ₹48 K

    • Total Returns: ₹7.18 K

    • Total Corpus: ₹55.18 K

  2. Yearly SIP:

    If you invest 24 K lumpsum for 2 years , you will get:

    • Yearly Investment: ₹24 K

    • Duration: 2 years

    • Expected Annual Rate of Return: 14%

    • Fund Type: Mid Cap

    • Total Investment: ₹48 K

    • Total Returns: ₹10.55 K

    • Total Corpus: ₹58.55 K

  3. Lumpsum Investment:

    • Total Investment = ₹48 K

    • Duration: 2 years

    • Expected Annual Rate of Return: 14%

    • Fund Type: Mid Cap

    • Total Investment: ₹48 K

    • Total Returns: ₹14.38 K

    • Total Corpus: ₹62.38 K

Payment Mode
Invest
₹ 10,000
Invest for
AUM (Cr)

₹12,196

NAV

150.18

Estimated Value

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

+ 16.72 18.1 17.3 %

Instant tax receipt
AUM (Cr)

₹2,773

NAV

68.36

Estimated Value

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

+ 14.8 15.5 15.2 %

Instant tax receipt
AUM (Cr)

₹3,330

NAV

64.54

Estimated Value

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

+ 12.94 15.23 14.62 %

Instant tax receipt
AUM (Cr)

₹35,377

NAV

71.11

Estimated Value

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

+ 14.6 14.6 14.2 %

Instant tax receipt
AUM (Cr)

₹1,779

NAV

82.54

Estimated Value

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

+ 16.22 15.18 14.2 %

Instant tax receipt
AUM (Cr)

₹446

NAV

63.89

Estimated Value

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

+ 10.65 12.53 14.08 %

Instant tax receipt
AUM (Cr)

₹4,837

NAV

64.28

Estimated Value

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

+ 12.79 13.49 13.84 %

Instant tax receipt
AUM (Cr)

₹5,680

NAV

74.7

Estimated Value

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

+ 12.9 12.23 13.69 %

Instant tax receipt
AUM (Cr)

₹219

NAV

45.26

Estimated Value

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

+ 13.29 13.25 13.45 %

Instant tax receipt
AUM (Cr)

₹3,598

NAV

38.69

Estimated Value

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

+ 10.45 11.8 13.17 %

Instant tax receipt
AUM (Cr)

₹2,773

NAV

68.36

Estimated Value

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

+ 14.8 15.5 15.2 %

AUM (Cr)

₹3,330

NAV

64.54

Estimated Value

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

+ 12.94 15.23 14.62 %

AUM (Cr)

₹446

NAV

63.89

Estimated Value

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

+ 10.65 12.53 14.08 %

AUM (Cr)

₹4,837

NAV

64.28

Estimated Value

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

+ 12.79 13.49 13.84 %

AUM (Cr)

₹219

NAV

45.26

Estimated Value

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

+ 13.29 13.25 13.45 %

AUM (Cr)

₹3,598

NAV

38.69

Estimated Value

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

+ 10.45 11.8 13.17 %

AUM (Cr)

₹130

NAV

51.73

Estimated Value

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

+ 11.54 12.72 13.03 %

AUM (Cr)

₹7,575

NAV

142.08

Estimated Value

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

+ 11.5 12.5 12.89 %

AUM (Cr)

₹3,142

NAV

61.44

Estimated Value

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

+ 10.19 10.78 12.26 %

AUM (Cr)

₹83,975

NAV

183

Estimated Value

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

+ 9.31 10.18 11.24 %

AUM (Cr)

₹12,196

NAV

150.18

Estimated Value

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

+ 16.72 18.1 17.3 %

AUM (Cr)

₹35,377

NAV

71.11

Estimated Value

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

+ 14.6 14.6 14.2 %

AUM (Cr)

₹1,779

NAV

82.54

Estimated Value

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

+ 16.22 15.18 14.2 %

AUM (Cr)

₹5,680

NAV

74.7

Estimated Value

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

+ 12.9 12.23 13.69 %

AUM (Cr)

₹9,815

NAV

59.36

Estimated Value

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

+ 21 19.47 22 %

AUM (Cr)

₹12,246

NAV

107.24

Estimated Value

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

+ 18.7 19.99 18.15 %

AUM (Cr)

₹1,051

NAV

68.37

Estimated Value

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

+ 12.15 13.58 14.59 %

AUM (Cr)

₹13,553

NAV

65.08

Estimated Value

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

+ 11.58 12.46 13 %

AUM (Cr)

₹1,137

NAV

51.76

Estimated Value

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

+ 12.61 12.3 12.63 %

AUM (Cr)

₹3,622

NAV

55.64

Estimated Value

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

+ 13.3 12.8 12.6 %

AUM (Cr)

₹526

NAV

53.02

Estimated Value

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

+ 9.63 10.74 11.07 %

AUM (Cr)

₹258

NAV

26.32

Estimated Value

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

+ 7.57 8.78 10.03 %

AUM (Cr)

₹810

NAV

40.9

Estimated Value

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

+ 5.62 6.89 7.24 %

AUM (Cr)

₹499

NAV

38.31

Estimated Value

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

+ 5.19 6.85 6.97 %

AUM (Cr)

₹117

NAV

30.16

Estimated Value

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

+ 5.92 6.59 6.88 %

AUM (Cr)

₹77

NAV

41.3

Estimated Value

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

+ 5.36 6.45 6.77 %

AUM (Cr)

₹1,209

NAV

51.25

Estimated Value

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

+ 4.67 6.23 6.59 %

AUM (Cr)

₹17,457

NAV

50.01

Estimated Value

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

+ 5.22 6.31 6.57 %

AUM (Cr)

₹1,022

NAV

46.73

Estimated Value

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

+ 5.64 6.3 6.54 %

AUM (Cr)

₹93

NAV

39.01

Estimated Value

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

+ 5.17 6.49 6.52 %

AUM (Cr)

₹1,650

NAV

43.68

Estimated Value

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

+ 5.26 6.02 6.41 %

AUM (Cr)

₹935

NAV

95.88

Estimated Value

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

+ 14.02 15.15 15.13 %

AUM (Cr)

₹1,126

NAV

51.73

Estimated Value

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

+ 10.44 10.27 11.74 %

AUM (Cr)

₹354

NAV

45.88

Estimated Value

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

+ 8.96 9.72 10.16 %

AUM (Cr)

₹62

NAV

58.62

Estimated Value

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

+ 7.9 8.67 9.8 %

AUM (Cr)

₹5,072

NAV

37.98

Estimated Value

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

+ 7.9 8.74 9.77 %

AUM (Cr)

₹478

NAV

99.38

Estimated Value

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

+ 7.78 8.74 9.73 %

AUM (Cr)

₹24,626

NAV

69.73

Estimated Value

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

+ 7.38 8.58 9.49 %

AUM (Cr)

₹833

NAV

37.98

Estimated Value

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

+ 8.6 9.1 9.46 %

AUM (Cr)

₹197

NAV

105

Estimated Value

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

+ 7.88 8.77 9.38 %

AUM (Cr)

₹276

NAV

29.73

Estimated Value

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

+ 7.97 8.47 9.28 %

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Large Cap Investment (12% Annual Return)

Using the SIP calculator and assuming return of 12% (annually). We will get:

  1. Monthly SIP:

    • Monthly: ₹2000

    • Duration: 2 years

    • Expected Annual Rate of Return: 12%

    • Fund Type: Large Cap

    • Investment: ₹48 K

    • Returns: ₹6.13 K

    • Total Corpus: ₹54.13 K

  2. Yearly SIP:

    If you invest 24 K lumpsum for 2 years , you will get:

    • Investment: ₹48 K

    • Duration: 2 years

    • Expected Annual Rate of Return: 12%

    • Fund Type: Large Cap

    • Total Investment: ₹48 K

    • Returns: ₹8.99 K

    • Total Corpus: ₹56.99 K

  3. Lumpsum Investment:

    • Total Investment = ₹48 K

    • Duration: 2 years

    • Expected Annual Rate of Return: 12%

    • Fund Type: Large Cap

    • Total Investment: ₹48 K

    • Total Returns: ₹12.21 K

    • Total Corpus: ₹60.21 K

  • Insurance Companies
  • Mutual Funds
Returns
Fund Name 5 Years 7 Years 10 Years
Equity Fund SBI Life
Rating
9.31% 10.18%
11.24%
View Plan
Opportunities Fund HDFC Life
Rating
14.6% 14.6%
14.2%
View Plan
High Growth Fund Axis Max Life
Rating
18.7% 19.99%
18.15%
View Plan
Opportunities Fund ICICI Prudential Life
Rating
13.3% 12.8%
12.6%
View Plan
Multi Cap Fund Tata AIA Life
Rating
21% 19.47%
22%
View Plan
Accelerator Mid-Cap Fund II Bajaj Life
Rating
12.9% 12.23%
13.69%
View Plan
Multiplier Birla Sun Life
Rating
15.21% 13.92%
15.25%
View Plan
Virtue II PNB MetLife
Rating
12.94% 15.23%
14.62%
View Plan
Equity II Fund Canara HSBC Life
Rating
9.17% 8.81%
10.31%
View Plan
Blue-Chip Equity Fund Star Union Dai-ichi Life
Rating
8.11% 8.75%
10.13%
View Plan
Fund rating powered by
Last updated: Mar 2026
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Updated as of Mar 2026

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Fund Name NAV AUM Expense Ratio
Invesco India Low Duration Fund Direct-Discretionary IDCW ₹4,142.74 ₹1,659.42 Crs 0.32%
Edelweiss Liquid Direct-IDCW ₹3,583.73 ₹8,877.25 Crs 0.1%
Edelweiss Liquid Direct-IDCW Yearly ₹3,583.69 ₹8,877.25 Crs 0.1%
Invesco India Corporate Bond Fund Direct-Discretionary IDCW ₹3,538.62 ₹4,883.96 Crs 0.25%
Invesco India Money Market Fund Direct-Discretionary IDCW ₹2,971.43 ₹7,153.86 Crs 0.15%
Invesco India Short Duration Fund Direct-Discretionary IDCW ₹2,897.70 ₹711.57 Crs 0.31%
Invesco India Short Duration Fund Direct-IDCW Monthly ₹2,702.75 ₹711.57 Crs 0.31%
Tata Treasury Advantage Fund Direct-IDCW ₹2,695.36 ₹2,460.29 Crs 0.26%
Edelweiss Liquid Direct-IDCW Fortnightly ₹2,477.66 ₹8,877.25 Crs 0.1%
DSP Strategic Bond Direct Plan-IDCW Quarterly ₹2,464.01 ₹789.26 Crs 0.54%
Fund Name 3 Months AUM Expense Ratio
Nippon India Taiwan Equity Fund Direct-Growth 62.74% ₹599.16 Crs 0.88%
Groww BSE Power ETF FOF Direct-Growth 37.13% ₹13.75 Crs 0.24%
Motilal Oswal Nasdaq 100 FOF Direct-Growth 24.71% ₹5,987.35 Crs 0.2%
Bank of India Small Cap Fund Direct-Growth 19.65% ₹1,770.44 Crs 0.72%
Quant Commodities Fund Direct-Growth 19.58% ₹272.28 Crs 2.02%
Nippon India Power & Infra Fund Direct-Growth 18.48% ₹6,533.73 Crs 0.96%
Edelweiss Recently Listed IPO Fund Direct-Growth 17.55% ₹819.87 Crs 0.99%
Invesco India Infrastructure Fund Direct-Growth 17.37% ₹1,214.63 Crs 0.88%
ICICI Prudential Energy Opportunities Fund Direct-Growth 17.21% ₹8,795.59 Crs 1.53%
LIC MF Manufacturing Fund Direct-Growth 17.03% ₹651.17 Crs 1.55%
Motilal Oswal Nifty India Defence Index Fund Direct-Growth 16.76% ₹3,697.63 Crs 0.48%
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-Growth 16.72% ₹847.22 Crs 0.33%
HDFC Defence Fund Direct-Growth 16.56% ₹7,304.61 Crs 0.78%
Groww Nifty India Defence ETF FoF Direct-Growth 16.47% ₹92.49 Crs 0.15%
Quant PSU Fund Direct-Growth 16.29% ₹418.03 Crs 1.1%
DSP Global Clean Energy Fund of Fund Fund Direct Plan-Growth 16.23% ₹104.25 Crs 1.72%
DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth 16.14% ₹4,979.31 Crs 0.84%
LIC MF Small Cap Fund Direct-Growth 16.09% ₹552.21 Crs 3.03%
Tata Infrastructure Direct Plan-Growth 16.03% ₹1,790.38 Crs 1.16%
Kotak Energy Opportunities Fund Direct-Growth 15.94% ₹254.82 Crs 0.9%
Fund Name 3 Months AUM Expense Ratio
Nippon India Taiwan Equity Fund Direct-Growth 62.74% ₹599.16 Crs 0.88%
Nippon India Taiwan Equity Fund Direct-IDCW 62.74% ₹599.16 Crs 0.88%
Groww BSE Power ETF FOF Direct-Growth 37.13% ₹13.75 Crs 0.24%
Groww BSE Power ETF FOF Direct-IDCW 37.13% ₹13.75 Crs 0.24%
Motilal Oswal Nasdaq 100 FOF Direct-Growth 24.71% ₹5,987.35 Crs 0.2%
Bank of India Small Cap Fund Direct-Growth 19.65% ₹1,770.44 Crs 0.72%
Bank of India Small Cap Fund Direct-IDCW 19.65% ₹1,770.44 Crs 0.72%
Quant Commodities Fund Direct-Growth 19.58% ₹272.28 Crs 2.02%
Quant Commodities Fund Direct-IDCW 19.58% ₹272.28 Crs 2.02%
Nippon India Power & Infra Fund Direct-Growth 18.48% ₹6,533.73 Crs 0.96%
Nippon India Power & Infra Fund Direct-IDCW 18.48% ₹6,533.73 Crs 0.96%
Edelweiss Recently Listed IPO Fund Direct-Growth 17.55% ₹819.87 Crs 0.99%
Edelweiss Recently Listed IPO Fund Direct-IDCW 17.55% ₹819.87 Crs 0.99%
Invesco India Infrastructure Fund Direct-Growth 17.37% ₹1,214.63 Crs 0.88%
Invesco India Infrastructure Fund Direct-IDCW 17.37% ₹1,214.63 Crs 0.88%
ICICI Prudential Energy Opportunities Fund Direct-Growth 17.21% ₹8,795.59 Crs 1.53%
ICICI Prudential Energy Opportunities Fund Direct-IDCW 17.21% ₹8,795.59 Crs 1.53%
LIC MF Manufacturing Fund Direct-Growth 17.03% ₹651.17 Crs 1.55%
LIC MF Manufacturing Fund Direct-IDCW 17.03% ₹651.17 Crs 1.55%
Motilal Oswal Nifty India Defence Index Fund Direct-Growth 16.76% ₹3,697.63 Crs 0.48%
Fund Name 20 Years AUM Expense Ratio
Quantum Value Fund Direct-Growth 13.21% ₹1,018.41 Crs 1.08%
Quantum Value Fund Direct-IDCW 13.21% ₹1,018.41 Crs 1.08%
Quantum Liquid Fund Direct-Growth 6.72% ₹509.96 Crs 0.15%
Quantum Liquid Fund Direct-Daily IDCW 6.72% ₹509.96 Crs 0.15%
Quantum Liquid Fund Direct-IDCW Monthly 6.72% ₹509.96 Crs 0.15%
Fund Name 9 Months AUM Expense Ratio
Nippon India Taiwan Equity Fund Direct-Growth 146.52% ₹599.16 Crs 0.88%
Nippon India Taiwan Equity Fund Direct-IDCW 146.52% ₹599.16 Crs 0.88%
SBI Silver ETF FoF Direct-Growth 109.1% ₹3,623.01 Crs 0.33%
SBI Silver ETF FoF Direct-IDCW 109.1% ₹3,623.01 Crs 0.33%
Kotak Silver ETF FoF Direct-Growth 107.48% ₹891.43 Crs 0.25%
Zerodha Silver ETF FoF Direct-Growth 107.27% ₹206.25 Crs 0.21%
DSP Silver ETF FoF Direct-Growth 107.14% ₹680.54 Crs 0.58%
DSP Silver ETF FoF Direct-IDCW 107.14% ₹680.54 Crs 0.58%
HDFC Silver ETF FoF Direct-Growth 106.73% ₹4,112.31 Crs 0.21%
Zerodha Silver ETF-Growth 106.56% ₹1,152.55 Crs 0.44%
UTI Silver ETF FoF Direct-Growth 106.45% ₹565.77 Crs 0.12%
Nippon India Silver ETF FoF Direct-Growth 106.37% ₹4,219.18 Crs 0.23%
Nippon India Silver ETF FoF Direct-IDCW 106.37% ₹4,219.18 Crs 0.23%
Axis Silver FoF Direct-Growth 106.18% ₹1,071.15 Crs 0.08%
Axis Silver FoF Direct-IDCW 106.18% ₹1,071.15 Crs 0.08%
ICICI Prudential Silver ETF FoF Direct-Growth 106.08% ₹5,919.47 Crs 0.14%
ICICI Prudential Silver ETF FoF Direct-IDCW 106.08% ₹5,919.47 Crs 0.14%
Aditya Birla Sun Life Silver ETF FoF Direct-Growth 105.94% ₹1,189.17 Crs 0.32%
Fund Name 3 Years AUM Expense Ratio
Nippon India Taiwan Equity Fund Direct-Growth 64.97% ₹599.16 Crs 0.88%
Nippon India Taiwan Equity Fund Direct-IDCW 64.97% ₹599.16 Crs 0.88%
Mirae Asset NYSE FANG+ ETF FoF Direct-Growth 54.73% ₹2,067.54 Crs 0.03%
DSP World Gold FoF Direct Plan-Growth 49.34% ₹1,769.37 Crs 1.66%
DSP World Gold FoF Direct Plan-IDCW 49.34% ₹1,769.37 Crs 1.66%
Axis Silver FoF Direct-Growth 46.08% ₹1,071.15 Crs 0.08%
Axis Silver FoF Direct-IDCW 46.08% ₹1,071.15 Crs 0.08%
HDFC Silver ETF FoF Direct-Growth 45.88% ₹4,112.31 Crs 0.21%
ICICI Prudential Silver ETF FoF Direct-Growth 45.79% ₹5,919.47 Crs 0.14%
ICICI Prudential Silver ETF FoF Direct-IDCW 45.79% ₹5,919.47 Crs 0.14%
Fund Name NAV AUM Expense Ratio
Parag Parikh Flexi Cap Fund Direct-Growth ₹90.56 ₹128,966.48 Crs 0.62%
Parag Parikh Flexi Cap Fund Direct-IDCW ₹90.56 ₹128,966.48 Crs 0.62%
HDFC Balanced Advantage Fund Direct-Growth ₹562.37 ₹98,457.75 Crs 0.75%
HDFC Balanced Advantage Fund Direct-IDCW ₹43.68 ₹98,457.75 Crs 0.75%
HDFC Flexi Cap Direct Plan-Growth ₹2,165.41 ₹91,334.91 Crs 0.97%
HDFC Flexi Cap Direct Plan-IDCW ₹87.56 ₹91,334.91 Crs 0.97%
HDFC Mid Cap Fund Direct-Growth ₹220.64 ₹85,357.92 Crs 0.79%
HDFC Mid Cap Fund Direct-IDCW ₹78.35 ₹85,357.92 Crs 0.79%
ICICI Prudential Multi Asset Fund Direct-Growth ₹885.10 ₹77,658.27 Crs 0.65%
ICICI Prudential Multi Asset Fund Direct-IDCW ₹59.18 ₹77,658.27 Crs 0.65%
Fund Name NAV AUM Expense Ratio
Shriram Multi Sector Rotation Fund Direct-Growth ₹7.92 ₹154.99 Crs 3.99%
Franklin India Equity Savings Fund Direct-Growth ₹18.42 ₹632.24 Crs 3.99%
Franklin India Equity Savings Fund Direct-IDCW ₹15.04 ₹632.24 Crs 3.99%
Franklin India Equity Savings Fund Direct-IDCW Monthly ₹13.72 ₹632.24 Crs 3.99%
Franklin India Equity Savings Fund Direct-IDCW Quarterly ₹13.91 ₹632.24 Crs 3.99%
ITI Value Fund Direct-Growth ₹18.60 ₹304.99 Crs 3.92%
ITI Value Fund Direct-IDCW ₹17.61 ₹304.99 Crs 3.92%
Bajaj Finserv Arbitrage Fund Direct-Growth ₹11.97 ₹1,032.31 Crs 3.87%
Bajaj Finserv Arbitrage Fund Direct-IDCW ₹11.97 ₹1,032.31 Crs 3.87%
Kotak Arbitrage Fund Direct-Growth ₹42.19 ₹67,116.51 Crs 3.8%

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Calculate your SIP

Market Linked Insurance Plan vs Others Equity InvestmentsMarket Linked Insurance Plan vs Others Equity Investments

FAQs

  • What is the total amount I will invest in 2 years with a ₹2000 monthly SIP?

    If you will invest monthly 2000 sip for 2 years :

    Amount = 2000

    Investment Duration = 2 years

    Total corpus will be ₹2000 × 12 months × 2 years = ₹48 K

    The magic happens through compounding and long-term growth, turning this into much higher values depending on the fund type and returns.

  • How does the final corpus differ between small cap, mid cap, and large cap funds?

    Assuming average returns:

    Small Cap Fund (16%): Final corpus = ₹56.23 K

    Mid Cap Fund (14%): Final corpus = ₹55.18 K

    Large Cap Fund (12%): Final corpus = ₹54.13 K

    These examples show how even a small change in return percentage can make a big difference over 2 years .

  • How much profit will I actually make from a 2000 monthly SIP for 2 years ?

    Subtracting your total investment of ₹48 K:

    Small Cap: Profit ~₹56.23 K - ₹48 K = ₹8.23 K

    Mid Cap: Profit ~₹55.18 K - ₹48 K = ₹7.18 K

    Large Cap: Profit ~₹54.13 K - ₹48 K = ₹6.13 K

  • How much can I expect to earn if I invest ₹2000 per month for 2 years ?

    The return depends on the type of fund and the expected annual return:

    Small Cap (16%): ~₹56.23 K

    Mid Cap (14%): ~₹55.18 K

    Large Cap (12%): ~₹54.13 K

    These are estimates and actual returns can vary based on market conditions.

SIP Hub

˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in
*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).

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