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

₹1,000 Monthly SIP in Quantum Value Fund for 10 Years

If you had started a ₹1,000/month SIP on 1 Sept 2016 and never stopped — through every crash and rally — here is exactly what happened, using Quantum Value Fund's actual NAV for all 121 installments.

You invested

₹1,21,000

121 installments

Value today

₹2,21,590

1 Sept 2026

Absolute gain

+₹1,00,590

+83.1%

XIRR (annualised)

11.71%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-34.3%

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

Corrections survived

5

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

Same SIP in a fixed deposit

₹1,67,879

Modelled at historical FD rates. The fund beat FD by ₹53,711.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (1 Sept 2017)₹13,000₹13,899+6.9%
Year 2 (3 Sept 2018)₹25,000₹27,735+10.9%
Year 3 (3 Sept 2019)₹37,000₹36,620-1%
Year 4 (1 Sept 2020)₹49,000₹48,295-1.4%
Year 5 (1 Sept 2021)₹61,000₹89,210+46.2%
Year 6 (1 Sept 2022)₹73,000₹1,04,785+43.5%
Year 7 (1 Sept 2023)₹85,000₹1,34,689+58.5%
Year 8 (2 Sept 2024)₹97,000₹2,09,018+115.5%
Year 9 (1 Sept 2025)₹1,09,000₹2,17,737+99.8%
Year 10 (1 Sept 2026)₹1,21,000₹2,21,590+83.1%

Best year of the journey: Year 5 (+48% market move) · Toughest year: Year 3 (-7.8%)

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 Value / Contra funds

Past performance does not guarantee future returns. This page shows the historical result of the stated SIP using Quantum Value Fund's published NAV (source: AMFI) between 1 Sept 2016 and 1 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.