₹5,000 Monthly SIP in Edelweiss Balanced Advantage Fund for 10 Years
If you had started a ₹5,000/month SIP on 22 Sept 2016 and never stopped — through every crash and rally — here is exactly what happened, using Edelweiss Balanced Advantage Fund's actual NAV for all 121 installments.
You invested
₹6,05,000
121 installments
Value today
₹11,32,790
22 Sept 2026
Absolute gain
+₹5,27,790
+87.2%
XIRR (annualised)
12.01%
money-weighted
The journey, month by month
Worst fall on the way
-14.5%
Deepest drop from peak. This is what you had to sit through.
Corrections survived
1
Falls of 10%+ during the period. Every one recovered.
Same SIP in a fixed deposit
₹8,42,381
Modelled at historical FD rates. The fund beat FD by ₹2,90,409.
Year-by-year progress
| Year | Invested | Value | Overall gain |
|---|---|---|---|
| Year 1 (22 Sept 2017) | ₹65,000 | ₹70,867 | +9% |
| Year 2 (24 Sept 2018) | ₹1,25,000 | ₹1,37,467 | +10% |
| Year 3 (23 Sept 2019) | ₹1,85,000 | ₹2,09,442 | +13.2% |
| Year 4 (22 Sept 2020) | ₹2,45,000 | ₹2,97,618 | +21.5% |
| Year 5 (22 Sept 2021) | ₹3,05,000 | ₹4,81,139 | +57.8% |
| Year 6 (22 Sept 2022) | ₹3,65,000 | ₹5,57,411 | +52.7% |
| Year 7 (22 Sept 2023) | ₹4,25,000 | ₹6,87,098 | +61.7% |
| Year 8 (23 Sept 2024) | ₹4,85,000 | ₹9,64,747 | +98.9% |
| Year 9 (22 Sept 2025) | ₹5,45,000 | ₹10,29,176 | +88.8% |
| Year 10 (22 Sept 2026) | ₹6,05,000 | ₹11,32,790 | +87.2% |
Best year of the journey: Year 5 (+34.5% market move) · Toughest year: Year 9 (0.4%)
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 Edelweiss Balanced Advantage Fund's published NAV (source: AMFI) between 22 Sept 2016 and 22 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.