₹1,000 Monthly SIP in Axis Value Fund for 5 Years
If you had started a ₹1,000/month SIP on 28 Sept 2021 and never stopped — through every crash and rally — here is exactly what happened, using Axis Value Fund's actual NAV for all 59 installments.
You invested
₹59,000
59 installments
Value today
₹89,078
3 Jul 2026
Absolute gain
+₹30,078
+51%
XIRR (annualised)
17.34%
money-weighted
The journey, month by month
Worst fall on the way
-13%
Deepest drop from peak. This is what you had to sit through.
Corrections survived
3
Falls of 10%+ during the period. Every one recovered.
Same SIP in a fixed deposit
₹68,752
Modelled at historical FD rates. The fund beat FD by ₹20,326.
Year-by-year progress
| Year | Invested | Value | Overall gain |
|---|---|---|---|
| Year 1 (4 Jul 2022) | ₹11,000 | ₹10,068 | -8.5% |
| Year 2 (3 Jul 2023) | ₹23,000 | ₹26,937 | +17.1% |
| Year 3 (3 Jul 2024) | ₹35,000 | ₹56,078 | +60.2% |
| Year 4 (3 Jul 2025) | ₹47,000 | ₹71,983 | +53.2% |
| Year 5 (3 Jul 2026) | ₹59,000 | ₹89,078 | +51% |
Best year of the journey: Year 3 (+44% market move) · Toughest year: Year 1 (-8.5%)
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 Value / Contra funds
Past performance does not guarantee future returns. This page shows the historical result of the stated SIP using Axis Value Fund's published NAV (source: AMFI) between 28 Sept 2021 and 3 Jul 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.