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 | 6.66 | 14.56 | 20.27 | 12.55 | 11.97 | 13.8 | 12.02 |
| Equity - MultiCap Fund | 5.03 | 18.14 | 25.95 | 15.48 | 14.58 | 17.36 | 14.3 |
| Equity - Large & Mid Cap Fund | 6.83 | 17.13 | 24.54 | 14.16 | 14.09 | 16.62 | 13.47 |
| Equity - Mid Cap Fund | 6.29 | 19.15 | 28.44 | 15.51 | 15.52 | 19.45 | 16.08 |
| Equity - Small Cap Fund | 1.36 | 17.55 | 32.73 | 15.36 | 16.34 | 20.14 | 16.15 |
| Equity - ELSS (Tax Savings) | 5.39 | 15.94 | 22.77 | 13.13 | 13.3 | 15.79 | 13.23 |
| Equity - Sectoral Fund | 11.38 | 17.33 | 22.72 | 14.44 | 13.64 | 15.81 | 14.62 |
| Equity - Thematic Fund | 2.77 | 17.79 | 25.16 | 13.12 | 12.96 | 15.82 | 13.29 |
| Equity - Flexi Cap Fund | 5.39 | 15.23 | 22.21 | 13.74 | 13.35 | 15.47 | 12.78 |
| Equity - Value Fund | 4.37 | 18.61 | 26.25 | 13.63 | 14.45 | 17.3 | 14.16 |
| Equity - Contra Fund | 6.93 | 20.39 | 28.24 | 16.08 | 15.45 | 17.18 | 14.04 |
| Equity - Dividend Yield Fund | 4.67 | 18.36 | 26.25 | 14.6 | 13.99 | 14.86 | 12.84 |
| Aggressive Hybrid Fund | 7.38 | 13.84 | 19.28 | 11.98 | 11.38 | 13.68 | 11.67 |
| Arbitrage Fund | 7.09 | 6.52 | 5.24 | 5.47 | 5.78 | 6.23 | 6.61 |
| Debt - Conservative Hybrid Fund | 9.1 | 9 | 10.29 | 7.69 | 7.75 | 8.57 | 8.29 |
| Debt - Liquid Fund | 7.18 | 6.72 | 5.35 | 5.68 | 6.16 | 6.64 | 7 |
| Debt - Low Duration Fund | 7.87 | 4.88 | 5.37 | 5.35 | 6 | 6.44 | 7.37 |
| Debt - Ultra Short Duration Fund | 7.24 | 6.48 | 5.52 | 5.68 | 6.21 | 6.85 | 7.22 |
| Debt - Money Market Fund | 7.72 | 6.88 | 5.79 | 6.33 | 6.58 | 6.89 | 7.05 |
| Debt - Short Duration Fund | 16.78 | 8.69 | 7.81 | 7.31 | 7.38 | 7.66 | 7.97 |
| Debt - Medium Duration Fund | 10 | 7.52 | 7.37 | 6.32 | 6.79 | 7.48 | 7.57 |
| Debt - Medium to Long Duration Fund | 10.53 | 7.46 | 6.19 | 6.66 | 6.49 | 6.69 | 7.1 |
| Debt - Corporate Bond Fund | 9.59 | 7.05 | 6.65 | 7.13 | 7.18 | 7.4 | 7.54 |
| Debt - Dynamic Bond Fund | 10.98 | 7.63 | 6.44 | 7.12 | 7.12 | 7.47 | 7.78 |
| Debt - Credit Risk Fund | 11.28 | 8.1 | 9.51 | 5.81 | 6.55 | 7.12 | 7.78 |
| Debt - Gilt Funds | 11.63 | 7.89 | 6.16 | 7.65 | 7.38 | 7.57 | 7.84 |
Average % Annualised Returns of all Schemes as per category as on 30th April, 2025.
SIP Investment
Average % Annualised Returns of all Schemes as per category as on 30th April, 2025.
| Scheme Category | 1 year | 3 years | 5 years | 7 years | 10 years | 12 years | 15 years |
| Equity - All Diversified Equity Funds | -3.31 | 16.52 | 18.5 | 18.09 | 16.03 | 15.91 | 15.52 |
| Equity - ELSS (Tax Savings) | -2.02 | 15.87 | 16.96 | 16.6 | 15.14 | 15.06 | 14.81 |
| Balance - All Aggressive Hybrid Funds | 2.14 | 14.18 | 14.78 | 14.56 | 13.01 | 13.08 | 12.92 |