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

₹1,000 Monthly SIP in Tata Infrastructure Fund for 5 Years

If you had started a ₹1,000/month SIP on 2 Sept 2021 and never stopped — through every crash and rally — here is exactly what happened, using Tata Infrastructure Fund's actual NAV for all 61 installments.

You invested

₹61,000

61 installments

Value today

₹85,940

2 Sept 2026

Absolute gain

+₹24,940

+40.9%

XIRR (annualised)

13.86%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-23.9%

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

Corrections survived

3

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

Same SIP in a fixed deposit

₹71,500

Modelled at historical FD rates. The fund beat FD by ₹14,440.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (2 Sept 2022)₹13,000₹14,620+12.5%
Year 2 (4 Sept 2023)₹25,000₹32,987+31.9%
Year 3 (2 Sept 2024)₹37,000₹65,825+77.9%
Year 4 (2 Sept 2025)₹49,000₹69,079+41%
Year 5 (2 Sept 2026)₹61,000₹85,940+40.9%

Best year of the journey: Year 3 (+46.3% market move) · Toughest year: Year 4 (-11.2%)

Wealth Time Machine

Watch this exact journey as a 60-second cinematic replay

Every crash headline, every recovery — with your money in it.

Try a different amount

Try a different duration

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 Tata Infrastructure Fund's published NAV (source: AMFI) between 2 Sept 2021 and 2 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.