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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 -1.25 15.39 18.66 12.55 11.65 14.49 12
Equity - MultiCap Fund -0.37 20.46 24.9 16.65 14.45 18.52 14.43
Equity - Large & Mid Cap Fund -0.59 19.34 23.37 15.22 13.94 17.6 13.96
Equity - Mid Cap Fund -1.29 22.18 27.38 17.61 15.35 21.03 16.31
Equity - Small Cap Fund -1.69 22.62 31.72 18.67 16.76 21.86 16.62
Equity - ELSS (Tax Savings) -1.53 17.73 21.31 13.98 13.13 16.71 13.32
Equity - Sectoral Fund 3.8 18.85 21.19 15.25 13.43 16.51 14.5
Equity - Thematic Fund -4.31 20.02 23.72 14.6 12.82 16.92 13.02
Equity - Flexi Cap Fund -1.49 17.18 20.92 14.14 13.11 16.72 12.83
Equity - Value Fund -3.65 20.73 24.42 14.76 14.16 18.5 14.28
Equity - Contra Fund -1.63 21.78 25.95 17.04 15.3 18.51 14.18
Equity - Dividend Yield Fund -5.4 19.89 23.73 15.27 13.8 15.89 12.66
Equity - Focused Fund -0.66 16.91 20.06 13.44 12.9 16.44 13.12
Aggressive Hybrid Fund 1.4 15.38 18.05 12.53 11.33 14.41 11.71
Balanced Advantage Fund 1.55 12.39 12.7 9.91 9.44 12.6 11.18
Arbitrage Fund 6.68 6.81 5.43 5.41 5.73 6.21 6.62
Debt - Conservative Hybrid Fund 5.92 9.37 9.46 7.8 7.66 8.89 8.3
Debt - Liquid Fund 6.94 6.89 5.47 5.63 6.1 6.62 7.03
Debt - Low Duration Fund 7.88 5.3 4.88 5.36 5.97 6.49 6.88
Debt - Ultra Short Duration Fund 7.22 6.8 5.52 5.74 6.16 6.91 7.26
Debt - Money Market Fund 7.76 7.25 5.77 6.34 6.56 6.92 7.09
Debt - Short Duration Fund 8.7 7.44 6 6.56 6.78 7.32 7.5
Debt - Medium Duration Fund 9.25 7.64 6.82 6.36 6.78 7.75 7.6
Debt - Medium to Long Duration Fund 7.86 7.32 5.35 6.53 6.47 6.9 7.08
Debt - Corporate Bond Fund 9 7.58 5.99 7.1 7.18 7.65 7.61
Debt - Dynamic Bond Fund 7.93 7.4 5.7 6.95 7.03 7.5 7.73
Debt - Credit Risk Fund 11.08 8.6 9.28 5.86 6.52 7.32 7.77
Debt - Gilt Funds 7.3 7.44 5.31 7.31 7.24 7.68 7.74

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

SIP Investment

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

Scheme Category 1 year 3 years 5 years 7 years 10 years 12 years 15 years
Equity - Large Cap Fund 4.87 13.86 14.4 15 13.77 13.46 13.35
Equity - MultiCap Fund 6.17 18 18.94 20.13 17.39 16.95 16.56
Equity - Large & Mid Cap Fund 6.14 17.7 18.21 18.55 16.46 16.21 15.84
Equity - Mid Cap Fund 7.5 20.52 21.26 21.98 18.71 18.44 18.32
Equity - Small Cap Fund 5.84 19.42 22.43 23.59 19.81 19.66 18.82
Equity - ELSS (Tax Savings) 4.86 15.98 16.46 17.12 15.53 15.16 15.01
Equity - Sectoral Fund 6.97 17.77 17.12 17.91 15.81 15.66 15.55
Equity - Thematic Fund 2.06 16.68 18.17 18.4 15.62 15.3 14.94
Equity - Flexi Cap Fund 4.71 15.6 16.11 17 15.51 15.2 14.71
Equity - Value Fund 3.24 17.58 18.89 19.08 17.05 16.71 16.35
Equity - Contra Fund 4.85 19.09 20.55 21.07 18.41 17.69 16.82
Equity - Dividend Yield Fund 0.95 16.92 18.83 19.18 16.58 15.33 14.52
Equity - Focused 5.21 15.58 15.39 16.3 14.97 14.69 14.97
Aggressive Hybrid Fund 6.45 14.22 14.37 14.81 13.25 13.12 13.01
Balanced Advantage Fund 5.35 11.36 11.26 11.52 10.88 11.38 12.06
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