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

₹25,000 Monthly SIP in SBI BANKING & FINANCIAL SERVICES FUND for 10 Years

If you had started a ₹25,000/month SIP on 4 Jul 2016 and never stopped — through every crash and rally — here is exactly what happened, using SBI BANKING & FINANCIAL SERVICES FUND's actual NAV for all 121 installments.

You invested

₹30,25,000

121 installments

Value today

₹69,30,462

3 Jul 2026

Absolute gain

+₹39,05,462

+129.1%

XIRR (annualised)

15.91%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-42.8%

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

Corrections survived

8

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

Same SIP in a fixed deposit

₹42,02,506

Modelled at historical FD rates. The fund beat FD by ₹27,27,956.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (3 Jul 2017)₹3,25,000₹3,74,020+15.1%
Year 2 (3 Jul 2018)₹6,25,000₹7,44,714+19.2%
Year 3 (3 Jul 2019)₹9,25,000₹12,48,539+35%
Year 4 (3 Jul 2020)₹12,25,000₹12,82,749+4.7%
Year 5 (5 Jul 2021)₹15,25,000₹24,19,783+58.7%
Year 6 (4 Jul 2022)₹18,25,000₹25,66,935+40.7%
Year 7 (3 Jul 2023)₹21,25,000₹36,04,697+69.6%
Year 8 (3 Jul 2024)₹24,25,000₹52,28,457+115.6%
Year 9 (3 Jul 2025)₹27,25,000₹63,28,213+132.2%
Year 10 (3 Jul 2026)₹30,25,000₹69,30,462+129.1%

Best year of the journey: Year 5 (+52.9% market move) · Toughest year: Year 4 (-17.2%)

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 SBI BANKING & FINANCIAL SERVICES FUND's published NAV (source: AMFI) between 4 Jul 2016 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.