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

₹25,000 Monthly SIP in Kotak Infrastructure & Economic Reform Fund for 5 Years

If you had started a ₹25,000/month SIP on 5 Jul 2021 and never stopped — through every crash and rally — here is exactly what happened, using Kotak Infrastructure & Economic Reform Fund's actual NAV for all 61 installments.

You invested

₹15,25,000

61 installments

Value today

₹24,07,734

3 Jul 2026

Absolute gain

+₹8,82,734

+57.9%

XIRR (annualised)

18.55%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-23.8%

Deepest drop from peak. This is what you had to sit through.

Corrections survived

4

Falls of 10%+ during the period. Every one recovered.

Same SIP in a fixed deposit

₹17,83,801

Modelled at historical FD rates. The fund beat FD by ₹6,23,933.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (4 Jul 2022)₹3,25,000₹3,26,578+0.5%
Year 2 (3 Jul 2023)₹6,25,000₹7,98,349+27.7%
Year 3 (3 Jul 2024)₹9,25,000₹17,55,859+89.8%
Year 4 (3 Jul 2025)₹12,25,000₹19,69,288+60.8%
Year 5 (3 Jul 2026)₹15,25,000₹24,07,734+57.9%

Best year of the journey: Year 3 (+59.9% market move) · Toughest year: Year 4 (-4.2%)

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 Kotak Infrastructure & Economic Reform 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.