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

₹2,000 Monthly SIP in Quantum Value Fund for 15 Years

If you had started a ₹2,000/month SIP on 2 Sept 2011 and never stopped — through every crash and rally — here is exactly what happened, using Quantum Value Fund's actual NAV for all 181 installments.

You invested

₹3,62,000

181 installments

Value today

₹9,72,790

1 Sept 2026

Absolute gain

+₹6,10,790

+168.7%

XIRR (annualised)

12.23%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-36.4%

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

Corrections survived

6

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

Same SIP in a fixed deposit

₹6,70,214

Modelled at historical FD rates. The fund beat FD by ₹3,02,576.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (3 Sept 2012)₹26,000₹27,249+4.8%
Year 2 (2 Sept 2013)₹50,000₹51,421+2.8%
Year 3 (1 Sept 2014)₹74,000₹1,10,714+49.6%
Year 4 (1 Sept 2015)₹98,000₹1,30,819+33.5%
Year 5 (1 Sept 2016)₹1,22,000₹1,95,272+60.1%
Year 6 (1 Sept 2017)₹1,46,000₹2,42,188+65.9%
Year 7 (3 Sept 2018)₹1,70,000₹2,89,419+70.2%
Year 8 (3 Sept 2019)₹1,94,000₹2,87,168+48%
Year 9 (1 Sept 2020)₹2,18,000₹3,04,909+39.9%
Year 10 (1 Sept 2021)₹2,42,000₹5,01,313+107.2%
Year 11 (1 Sept 2022)₹2,66,000₹5,43,759+104.4%
Year 12 (1 Sept 2023)₹2,90,000₹6,56,639+126.4%
Year 13 (2 Sept 2024)₹3,14,000₹9,77,280+211.2%
Year 14 (1 Sept 2025)₹3,38,000₹9,85,276+191.5%
Year 15 (1 Sept 2026)₹3,62,000₹9,72,790+168.7%

Best year of the journey: Year 10 (+52.4% market move) · Toughest year: Year 8 (-8.4%)

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 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 2 Sept 2011 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.