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End value of a monthly investment (SIP) of Rs.10,000 for projected investment horizons and expected returns.

Expected Returns End Value (Rs. In Lakhs)
Annualised 5 years 10 years 15 years 20 years 25 years 30 years
8.00% 7.34 18.13 33.98 57.27 91.48 141.76
10.00% 7.72 20.15 40.16 72.4 124.32 207.93
12.00% 8.11 22.4 47.59 91.99 170.22 308.1

Note that the above table is strictly for indicative purposes only.

Lumpsum Investment

Scheme Category 1 year 3 years 5 years 7 years 10 years 12 years 15 years
Equity - Large Cap Fund 8.58 16.54 21.43 13.08 11.85 13.96 12.40
Equity - MultiCap Fund 8.94 21.74 27.78 16.73 14.77 17.78 14.97
Equity - Large & Mid Cap Fund 9.74 20.53 26.15 15.21 14.16 16.93 14.01
Equity - Mid Cap Fund 9.73 23.61 30.25 17.15 15.69 19.88 16.78
Equity - Small Cap Fund 9.08 23.20 35.47 17.52 17.02 20.90 17.09
Equity - ELSS (Tax Savings) 8.63 18.82 24.26 14.11 13.35 16.04 13.77
Equity - Sectoral Fund 15.27 19.70 23.83 15.11 13.58 15.90 14.98
Equity - Thematic Fund 5.09 20.87 26.41 14.40 13.13 16.19 13.85
Equity - Flexi Cap Fund 8.23 18.17 23.42 14.55 13.34 15.95 13.29
Equity - Value Fund 7.07 21.78 27.57 14.72 14.55 17.61 14.72
Equity - Contra Fund 8.90 22.98 29.54 17.00 15.50 17.43 14.53
Equity - Dividend Yield Fund 6.22 20.91 27.08 15.27 13.95 15.07 13.19
Equity - Focused Fund 9.44 17.91 22.80 13.67 13.12 15.67 13.76
Aggressive Hybrid Fund 9.51 16.08 20.35 12.66 11.39 13.85 12.08
Balanced Advantage Fund 7.55 13.02 14.51 10.03 9.60 12.18 11.49
Arbitrage Fund 6.86 6.54 5.15 5.45 5.74 6.22 6.61
Debt - Conservative Hybrid Fund 9.47 9.92 10.48 7.94 7.78 8.55 8.42
Debt - Liquid Fund 7.13 6.81 5.38 5.66 6.14 6.63 7.02
Debt - Low Duration Fund 8.02 5.17 5.26 5.39 6.01 6.44 7.39
Debt - Ultra Short Duration Fund 7.28 6.68 5.47 5.69 6.20 6.83 7.24
Debt - Money Market Fund 7.79 7.11 5.73 6.36 6.59 6.87 7.07
Debt - Short Duration Fund 9.38 7.49 6.42 6.65 6.83 7.15 7.43
Debt - Medium Duration Fund 10.03 8.19 7.20 6.45 6.83 7.44 7.61
Debt - Medium to Long Duration Fund 9.85 7.85 5.93 6.76 6.54 6.53 7.10
Debt - Corporate Bond Fund 9.85 7.68 6.44 7.28 7.24 7.37 7.52
Debt - Dynamic Bond Fund 10.13 8.00 6.23 7.20 7.14 7.34 7.80
Debt - Credit Risk Fund 11.48 8.62 9.55 5.92 6.58 7.13 7.74
Debt - Gilt Funds 10.22 8.24 5.84 7.66 7.38 7.33 7.81

Average % Annualised Returns of all Schemes as per category as on 31st May, 2025.

SIP Investment

Average % Annualised Returns of all Schemes as per category as on 31st May, 2025.

Scheme Category 1 year 3 years 5 years 7 years 10 years 12 years 15 years
Equity - Large Cap Fund 4.62 15.31 15.45 15.29 13.93 13.68 13.41
Equity - MultiCap Fund 4.72 19.59 20.37 20.48 17.62 17.27 16.68
Equity - Large & Mid Cap Fund 5.03 19.16 19.34 18.74 16.55 16.39 15.64
Equity - Mid Cap Fund 4.48 21.73 22.34 22.00 18.66 18.60 18.31
Equity - Small Cap Fund 1.78 20.07 23.78 23.50 19.75 19.83 18.78
Equity - ELSS (Tax Savings) 4.01 17.52 17.63 17.39 15.68 15.39 15.10
Equity - Sectoral Fund 6.09 18.50 17.75 17.68 15.90 15.81 15.60
Equity - Thematic Fund 2.06 18.33 19.33 18.64 15.79 15.57 15.15
Equity - Flexi Cap Fund 3.16 16.72 17.12 17.37 15.61 15.42 14.78
Equity - Value Fund 2.40 19.49 20.33 19.72 17.26 17.02 16.47
Equity - Contra Fund 3.11 20.62 21.82 21.25 18.48 17.85 16.83
Equity - Dividend Yield Fund 0.73 19.09 20.51 19.68 16.88 15.68 14.72
Equity - Focused 4.38 16.77 16.30 16.57 15.12 14.91 15.02
Aggressive Hybrid Fund 6.08 15.30 15.21 15.11 13.34 13.30 13.10
Balanced Advantage Fund 5.41 12.25 11.78 11.66 10.99 11.54 12.15