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

₹1,000 Monthly SIP in UTI Banking and Financial Services Fund for 3 Years

If you had started a ₹1,000/month SIP on 3 Jul 2023 and never stopped — through every crash and rally — here is exactly what happened, using UTI Banking and Financial Services Fund's actual NAV for all 37 installments.

You invested

₹37,000

37 installments

Value today

₹44,162

3 Jul 2026

Absolute gain

+₹7,162

+19.4%

XIRR (annualised)

12.12%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-14.4%

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

Corrections survived

1

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

Same SIP in a fixed deposit

₹41,088

Modelled at historical FD rates. The fund beat FD by ₹3,074.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (3 Jul 2024)₹13,000₹15,188+16.8%
Year 2 (3 Jul 2025)₹25,000₹30,319+21.3%
Year 3 (3 Jul 2026)₹37,000₹44,162+19.4%

Best year of the journey: Year 1 (+16.8% market move) · Toughest year: Year 3 (4.4%)

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 Sectoral / Thematic funds

Past performance does not guarantee future returns. This page shows the historical result of the stated SIP using UTI Banking and Financial Services Fund's published NAV (source: AMFI) between 3 Jul 2023 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.