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

₹25,000 Monthly SIP in Quantum Value Fund for 15 Years

If you had started a ₹25,000/month SIP on 4 Jul 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

₹45,25,000

181 installments

Value today

₹1,23,88,737

3 Jul 2026

Absolute gain

+₹78,63,737

+173.8%

XIRR (annualised)

12.45%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-36.5%

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

Corrections survived

7

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

Same SIP in a fixed deposit

₹84,11,534

Modelled at historical FD rates. The fund beat FD by ₹39,77,203.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (3 Jul 2012)₹3,25,000₹3,43,067+5.6%
Year 2 (3 Jul 2013)₹6,25,000₹6,66,559+6.6%
Year 3 (3 Jul 2014)₹9,25,000₹13,67,067+47.8%
Year 4 (3 Jul 2015)₹12,25,000₹18,19,668+48.5%
Year 5 (4 Jul 2016)₹15,25,000₹23,32,093+52.9%
Year 6 (3 Jul 2017)₹18,25,000₹30,00,237+64.4%
Year 7 (3 Jul 2018)₹21,25,000₹34,96,772+64.6%
Year 8 (3 Jul 2019)₹24,25,000₹40,36,121+66.4%
Year 9 (3 Jul 2020)₹27,25,000₹35,60,107+30.6%
Year 10 (5 Jul 2021)₹30,25,000₹60,99,449+101.6%
Year 11 (4 Jul 2022)₹33,25,000₹62,72,379+88.6%
Year 12 (3 Jul 2023)₹36,25,000₹80,29,705+121.5%
Year 13 (3 Jul 2024)₹39,25,000₹1,18,68,750+202.4%
Year 14 (3 Jul 2025)₹42,25,000₹1,27,32,835+201.4%
Year 15 (3 Jul 2026)₹45,25,000₹1,23,88,737+173.8%

Best year of the journey: Year 10 (+58% market move) · Toughest year: Year 9 (-17.9%)

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 4 Jul 2011 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.