₹5,000 Monthly SIP in Edelweiss Arbitrage Fund - Monthly Direct Plan for 5 Years
If you had started a ₹5,000/month SIP on 2 Sept 2021 and never stopped — through every crash and rally — here is exactly what happened, using Edelweiss Arbitrage Fund - Monthly Direct Plan's actual NAV for all 61 installments.
You invested
₹3,05,000
61 installments
Value today
₹3,60,971
2 Sept 2026
Absolute gain
+₹55,971
+18.4%
XIRR (annualised)
6.78%
money-weighted
The journey, month by month
Worst fall on the way
-0.9%
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
₹3,57,423
Modelled at historical FD rates. The fund beat FD by ₹3,548.
Year-by-year progress
| Year | Invested | Value | Overall gain |
|---|---|---|---|
| Year 1 (2 Sept 2022) | ₹65,000 | ₹66,478 | +2.3% |
| Year 2 (4 Sept 2023) | ₹1,25,000 | ₹1,33,620 | +6.9% |
| Year 3 (2 Sept 2024) | ₹1,85,000 | ₹2,07,178 | +12% |
| Year 4 (2 Sept 2025) | ₹2,45,000 | ₹2,84,508 | +16.1% |
| Year 5 (2 Sept 2026) | ₹2,95,000 | ₹3,50,982 | +19% |
Best year of the journey: Year 3 (+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.
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Same SIP in other Arbitrage funds
Past performance does not guarantee future returns. This page shows the historical result of the stated SIP using Edelweiss Arbitrage Fund - Monthly Direct Plan'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.
