₹2,000 Monthly SIP in Axis Balanced Advantage Fund for 5 Years
If you had started a ₹2,000/month SIP on 1 Sept 2021 and never stopped — through every crash and rally — here is exactly what happened, using Axis Balanced Advantage Fund's actual NAV for all 61 installments.
You invested
₹1,22,000
61 installments
Value today
₹1,58,971
1 Sept 2026
Absolute gain
+₹36,971
+30.3%
XIRR (annualised)
10.68%
money-weighted
The journey, month by month
Worst fall on the way
-6.2%
Deepest drop from peak. This is what you had to sit through.
Corrections survived
0
Falls of 10%+ during the period. Every one recovered.
Same SIP in a fixed deposit
₹1,42,975
Modelled at historical FD rates. The fund beat FD by ₹15,996.
Year-by-year progress
| Year | Invested | Value | Overall gain |
|---|---|---|---|
| Year 1 (1 Sept 2022) | ₹26,000 | ₹26,608 | +2.3% |
| Year 2 (1 Sept 2023) | ₹50,000 | ₹55,350 | +10.7% |
| Year 3 (2 Sept 2024) | ₹74,000 | ₹1,00,499 | +35.8% |
| Year 4 (1 Sept 2025) | ₹98,000 | ₹1,27,781 | +30.4% |
| Year 5 (1 Sept 2026) | ₹1,22,000 | ₹1,58,971 | +30.3% |
Best year of the journey: Year 3 (+26.7% market move) · Toughest year: Year 1 (2.3%)
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 Dynamic Asset Allocation / BAF funds
Past performance does not guarantee future returns. This page shows the historical result of the stated SIP using Axis Balanced Advantage Fund's published NAV (source: AMFI) between 1 Sept 2021 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.