₹25,000 Monthly SIP in Axis Balanced Advantage Fund for 5 Years
If you had started a ₹25,000/month SIP on 6 Sept 2021 and never stopped — through every crash and rally — here is exactly what happened, using Axis Balanced Advantage Fund's actual NAV for all 61 installments.
You invested
₹15,25,000
61 installments
Value today
₹19,80,210
4 Sept 2026
Absolute gain
+₹4,55,210
+29.8%
XIRR (annualised)
10.51%
money-weighted
The journey, month by month
Worst fall on the way
-6.2%
Deepest drop from peak. This is what you had to sit through.
Corrections survived
0
Falls of 10%+ during the period. Every one recovered.
Same SIP in a fixed deposit
₹17,88,108
Modelled at historical FD rates. The fund beat FD by ₹1,92,102.
Year-by-year progress
| Year | Invested | Value | Overall gain |
|---|---|---|---|
| Year 1 (5 Sept 2022) | ₹3,25,000 | ₹3,33,423 | +2.6% |
| Year 2 (4 Sept 2023) | ₹6,25,000 | ₹6,93,617 | +11% |
| Year 3 (4 Sept 2024) | ₹9,25,000 | ₹12,59,213 | +36.1% |
| Year 4 (4 Sept 2025) | ₹12,25,000 | ₹16,03,098 | +30.9% |
| Year 5 (4 Sept 2026) | ₹15,25,000 | ₹19,80,210 | +29.8% |
Best year of the journey: Year 3 (+26.7% market move) · Toughest year: Year 1 (2.6%)
Wealth Time Machine
Watch this exact journey as a 60-second cinematic replay
Every crash headline, every recovery — with your money in it.
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Same SIP in other Dynamic Asset Allocation / BAF funds
Past performance does not guarantee future returns. This page shows the historical result of the stated SIP using Axis Balanced Advantage Fund's published NAV (source: AMFI) between 6 Sept 2021 and 4 Sept 2026; it is educational research, not investment advice. FD comparison is modelled at historical average FD rates. Mutual fund investments are subject to market risks.