Official AMFI data
Arthkar
Computed from real daily NAV — not projections

₹2,000 Monthly SIP in HDFC Large and Mid Cap Fund for 5 Years

If you had started a ₹2,000/month SIP on 5 Jul 2021 and never stopped — through every crash and rally — here is exactly what happened, using HDFC Large and Mid Cap Fund's actual NAV for all 61 installments.

You invested

₹1,22,000

61 installments

Value today

₹1,76,289

3 Jul 2026

Absolute gain

+₹54,289

+44.5%

XIRR (annualised)

14.92%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-13.1%

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

₹1,42,674

Modelled at historical FD rates. The fund beat FD by ₹33,615.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (4 Jul 2022)₹26,000₹24,969-4%
Year 2 (3 Jul 2023)₹50,000₹59,603+19.2%
Year 3 (3 Jul 2024)₹74,000₹1,18,363+60%
Year 4 (3 Jul 2025)₹98,000₹1,49,677+52.7%
Year 5 (3 Jul 2026)₹1,18,000₹1,72,234+46%

Best year of the journey: Year 3 (+41.6% market move) · Toughest year: Year 1 (-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 Large & Mid Cap funds

Past performance does not guarantee future returns. This page shows the historical result of the stated SIP using HDFC Large and Mid Cap Fund's published NAV (source: AMFI) between 5 Jul 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.