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

₹5,000 Monthly SIP in Quantum Value Fund for 15 Years

If you had started a ₹5,000/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

₹9,05,000

181 installments

Value today

₹24,31,975

1 Sept 2026

Absolute gain

+₹15,26,975

+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

₹16,75,534

Modelled at historical FD rates. The fund beat FD by ₹7,56,441.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (3 Sept 2012)₹65,000₹68,122+4.8%
Year 2 (2 Sept 2013)₹1,25,000₹1,28,553+2.8%
Year 3 (1 Sept 2014)₹1,85,000₹2,76,786+49.6%
Year 4 (1 Sept 2015)₹2,45,000₹3,27,048+33.5%
Year 5 (1 Sept 2016)₹3,05,000₹4,88,179+60.1%
Year 6 (1 Sept 2017)₹3,65,000₹6,05,469+65.9%
Year 7 (3 Sept 2018)₹4,25,000₹7,23,547+70.2%
Year 8 (3 Sept 2019)₹4,85,000₹7,17,919+48%
Year 9 (1 Sept 2020)₹5,45,000₹7,62,274+39.9%
Year 10 (1 Sept 2021)₹6,05,000₹12,53,283+107.2%
Year 11 (1 Sept 2022)₹6,65,000₹13,59,399+104.4%
Year 12 (1 Sept 2023)₹7,25,000₹16,41,597+126.4%
Year 13 (2 Sept 2024)₹7,85,000₹24,43,200+211.2%
Year 14 (1 Sept 2025)₹8,45,000₹24,63,190+191.5%
Year 15 (1 Sept 2026)₹9,05,000₹24,31,975+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.