Future Value: ₹65,52,285 at 14% for 10 years. Wealth gained: ₹35,52,285.
| Year | Invested | Returns | Total Value |
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A monthly SIP of ₹25,000 in Tata MF Equity funds at 14% for 10 years grows to ₹65,52,285. Total amount invested: ₹30,00,000, wealth gained: ₹35,52,285. Popular schemes: Tata Large Cap Fund, Tata Midcap Growth Fund, Tata Small Cap Fund.
At 14% expected return for 10 years, ₹25,000/month SIP in Tata MF Equity funds grows to approximately ₹65,52,285. Total invested: ₹30,00,000, Wealth gained: ₹35,52,285.
Tata MF Equity funds offer expected returns of 12 - 18% p.a. with high risk. Popular schemes include Tata Large Cap Fund, Tata Midcap Growth Fund, Tata Small Cap Fund. Compare with other fund houses on this page.
Tata MF Equity funds have an expense ratio of 0.55 - 1.55%. Lower expense ratios mean more of your returns stay with you. Exit load: 1% if redeemed within 1 year.
Yes, most Tata MF fund schemes allow you to increase (top-up) your SIP amount. You can also start an additional SIP in the same or different scheme. Consider step-up SIP for automatic annual increases.
For equity-oriented funds, staying invested for 7-10+ years is recommended to benefit from compounding and average out market volatility.