Become a millionaire with Rs 25,000 SIP

Become a millionaire with Rs 25,000 SIP

Published: 10th Dec 2024

By: Value Research

Put 70 per cent money in flexi-cap fund

Why? They offer large-cap stability, with mid- and small-cap diversification.

Put 20 per cent money in mid-cap fund

Why? As of December 12, 2024, they have annually grown at around 18 per cent in the last 10 years, against large-cap funds’ 13 per cent.

Put 10 per cent money in small-cap fund

Why? They showed around 19 per cent annualised growth in the last 10 years, as of December 12, 2024, but with significant short-term volatility.

Risk-return balance

The 70-20-10 strategy suits most investors' comfort levels.

Expected Growth:

If you stay patient and let your money compound with time, here’s what your wealth can look like: 5 years: Rs 27 lakh 10 years: Rs 73 lakh 15 years: Rs 1.69 crore Based on past data.

Keep It Simple:

This 70-20-10 strategy is easy to implement and sustainable for long-term growth.

Start Today:

Let patience, simplicity, and compounding work their magic!

Want Fund Recommendations?

Check out our Value Research Fund Advisor for the best flexi-cap, mid-cap and small-cap funds.

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