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 | 6.09 | 12.61 | 22.38 | 12.93 | 11.20 | 13.91 | 11.89 |
| Equity - MultiCap Fund | 7.83 | 16.59 | 28.56 | 15.97 | 13.98 | 17.49 | 14.42 |
| Equity - Large & Mid Cap Fund | 8.86 | 15.66 | 26.99 | 14.66 | 13.41 | 16.72 | 13.48 |
| Equity - Mid Cap Fund | 10.11 | 18.28 | 30.80 | 16.14 | 14.87 | 19.45 | 16.19 |
| Equity - Small Cap Fund | 7.70 | 16.95 | 35.24 | 16.07 | 15.97 | 20.23 | 16.32 |
| Equity - ELSS (Tax Savings) | 7.08 | 14.33 | 25.14 | 13.63 | 12.62 | 15.90 | 13.24 |
| Equity - Sectoral Fund | 10.85 | 15.45 | 25.07 | 14.96 | 12.86 | 15.73 | 14.65 |
| Equity - Thematic Fund | 4.98 | 16.58 | 27.68 | 13.52 | 12.37 | 15.94 | 13.31 |
| Equity - Flexi Cap Fund | 6.68 | 13.46 | 24.43 | 14.17 | 12.68 | 15.56 | 12.75 |
| Equity - Value Fund | 6.13 | 17.25 | 28.97 | 14.07 | 13.80 | 17.31 | 14.17 |
| Equity - Contra Fund | 9.44 | 19.28 | 30.87 | 16.72 | 14.61 | 17.12 | 13.96 |
| Equity - Dividend Yield Fund | 6.91 | 16.96 | 28.46 | 15.13 | 13.62 | 15.00 | 12.94 |
| Aggressive Hybrid Fund | 7.87 | 12.39 | 20.89 | 12.27 | 10.85 | 13.76 | 11.65 |
| Arbitrage Fund | 7.10 | 6.42 | 5.19 | 5.42 | 5.77 | 6.26 | 6.59 |
| Debt - Conservative Hybrid Fund | 8.11 | 8.14 | 10.42 | 7.51 | 7.49 | 8.59 | 8.24 |
| Debt - Liquid Fund | 7.21 | 6.62 | 5.31 | 5.67 | 6.17 | 6.66 | 6.99 |
| Debt - Low Duration Fund | 7.44 | 4.61 | 5.13 | 5.24 | 5.97 | 6.43 | 7.33 |
| Debt - Ultra Short Duration Fund | 7.11 | 6.32 | 5.45 | 5.63 | 6.20 | 6.87 | 7.20 |
| Debt - Money Market Fund | 7.44 | 6.67 | 5.74 | 6.26 | 6.56 | 6.89 | 7.02 |
| Debt - Short Duration Fund | 7.65 | 6.25 | 6.18 | 6.22 | 6.67 | 7.13 | 7.32 |
| Debt - Medium Duration Fund | 8.53 | 6.82 | 6.75 | 6.03 | 6.67 | 7.50 | 7.53 |
| Debt - Medium to Long Duration Fund | 8.25 | 6.54 | 5.99 | 6.24 | 6.28 | 6.72 | 7.05 |
| Debt - Corporate Bond Fund | 8.23 | 6.42 | 6.37 | 6.84 | 7.05 | 7.45 | 7.49 |
| Debt - Dynamic Bond Fund | 8.42 | 6.79 | 6.20 | 6.72 | 6.89 | 7.44 | 7.69 |
| Debt - Credit Risk Fund | 9.46 | 7.34 | 7.53 | 5.48 | 6.40 | 6.98 | 7.55 |
| Debt - Gilt Funds | 8.71 | 6.95 | 6.11 | 7.15 | 7.13 | 7.64 | 7.73 |
Average % Annualised Returns of all Schemes as per category as on 31st March, 2025.
SIP Investment
Average % Annualised Returns of all Schemes as per category as on 31st March, 2025.
| Scheme Category | 1 year | 3 years | 5 years | 7 years | 10 years | 12 years | 15 years |
| Equity - All Diversified Equity Funds | -7.90 | 15.43 | 18.39 | 17.61 | 15.69 | 15.73 | 15.31 |
| Equity - ELSS (Tax Savings) | -6.73 | 14.71 | 16.76 | 16.09 | 14.80 | 14.85 | 14.59 |
| Balance - All Aggressive Hybrid Funds | -2.19 | 13.01 | 14.46 | 14.09 | 12.64 | 12.83 | 12.69 |