₹1,000 Monthly SIP in Invesco India Balanced Advantage Fund for 10 Years
If you had started a ₹1,000/month SIP on 18 Aug 2016 and never stopped — through every crash and rally — here is exactly what happened, using Invesco India Balanced Advantage Fund's actual NAV for all 121 installments.
You invested
₹1,21,000
121 installments
Value today
₹2,01,185
18 Aug 2026
Absolute gain
+₹80,185
+66.3%
XIRR (annualised)
9.8%
money-weighted
The journey, month by month
Worst fall on the way
-25%
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
₹1,68,446
Modelled at historical FD rates. The fund beat FD by ₹32,739.
Year-by-year progress
| Year | Invested | Value | Overall gain |
|---|---|---|---|
| Year 1 (18 Aug 2017) | ₹13,000 | ₹14,855 | +14.3% |
| Year 2 (20 Aug 2018) | ₹25,000 | ₹28,467 | +13.9% |
| Year 3 (19 Aug 2019) | ₹37,000 | ₹40,314 | +9% |
| Year 4 (18 Aug 2020) | ₹49,000 | ₹55,243 | +12.7% |
| Year 5 (18 Aug 2021) | ₹61,000 | ₹81,705 | +33.9% |
| Year 6 (18 Aug 2022) | ₹73,000 | ₹97,613 | +33.7% |
| Year 7 (18 Aug 2023) | ₹85,000 | ₹1,21,114 | +42.5% |
| Year 8 (19 Aug 2024) | ₹97,000 | ₹1,69,670 | +74.9% |
| Year 9 (18 Aug 2025) | ₹1,09,000 | ₹1,90,267 | +74.6% |
| Year 10 (18 Aug 2026) | ₹1,21,000 | ₹2,01,185 | +66.3% |
Best year of the journey: Year 8 (+27.5% market move) · Toughest year: Year 10 (-0.5%)
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 Dynamic Asset Allocation / BAF funds
Past performance does not guarantee future returns. This page shows the historical result of the stated SIP using Invesco India Balanced Advantage Fund's published NAV (source: AMFI) between 18 Aug 2016 and 18 Aug 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.