Official AMFI data
Arthkar — Understand Money, Invest Smartly
Computed from real daily NAV — not projections

₹1,000 Monthly SIP in Invesco India Financial Services Fund for 5 Years

If you had started a ₹1,000/month SIP on 7 Oct 2021 and never stopped — through every crash and rally — here is exactly what happened, using Invesco India Financial Services Fund's actual NAV for all 61 installments.

You invested

₹61,000

61 installments

Value today

₹87,108

7 Oct 2026

Absolute gain

+₹26,108

+42.8%

XIRR (annualised)

14.34%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-13.7%

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

₹71,632

Modelled at historical FD rates. The fund beat FD by ₹15,476.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (7 Oct 2022)₹13,000₹13,466+3.6%
Year 2 (9 Oct 2023)₹25,000₹29,377+17.5%
Year 3 (7 Oct 2024)₹37,000₹53,336+44.2%
Year 4 (7 Oct 2025)₹49,000₹72,833+48.6%
Year 5 (7 Oct 2026)₹61,000₹87,108+42.8%

Best year of the journey: Year 3 (+28.9% market move) · Toughest year: Year 5 (2.7%)

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 Sectoral / Thematic funds

Past performance does not guarantee future returns. This page shows the historical result of the stated SIP using Invesco India Financial Services Fund's published NAV (source: AMFI) between 7 Oct 2021 and 7 Oct 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.