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

₹1,000 Monthly SIP in Taurus Ethical Fund for 5 Years

If you had started a ₹1,000/month SIP on 3 Sept 2021 and never stopped — through every crash and rally — here is exactly what happened, using Taurus Ethical Fund's actual NAV for all 61 installments.

You invested

₹61,000

61 installments

Value today

₹78,110

3 Sept 2026

Absolute gain

+₹17,110

+28%

XIRR (annualised)

9.95%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-13.7%

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

Corrections survived

2

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

Same SIP in a fixed deposit

₹71,512

Modelled at historical FD rates. The fund beat FD by ₹6,598.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (5 Sept 2022)₹13,000₹13,530+4.1%
Year 2 (4 Sept 2023)₹25,000₹29,539+18.2%
Year 3 (3 Sept 2024)₹37,000₹57,132+54.4%
Year 4 (3 Sept 2025)₹49,000₹64,463+31.6%
Year 5 (3 Sept 2026)₹61,000₹78,110+28%

Best year of the journey: Year 3 (+37.5% market move) · Toughest year: Year 4 (-6.8%)

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 Taurus Ethical Fund's published NAV (source: AMFI) between 3 Sept 2021 and 3 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.