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

₹5,000 Monthly SIP in Taurus Ethical Fund for 10 Years

If you had started a ₹5,000/month SIP on 6 Sept 2016 and never stopped — through every crash and rally — here is exactly what happened, using Taurus Ethical Fund's actual NAV for all 121 installments.

You invested

₹6,05,000

121 installments

Value today

₹12,14,376

3 Sept 2026

Absolute gain

+₹6,09,376

+100.7%

XIRR (annualised)

13.42%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-27.9%

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

Corrections survived

8

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

Same SIP in a fixed deposit

₹8,39,674

Modelled at historical FD rates. The fund beat FD by ₹3,74,702.

Year-by-year progress

YearInvestedValueOverall gain
Year 1 (4 Sept 2017)₹65,000₹68,686+5.7%
Year 2 (3 Sept 2018)₹1,25,000₹1,52,363+21.9%
Year 3 (3 Sept 2019)₹1,85,000₹1,94,498+5.1%
Year 4 (3 Sept 2020)₹2,45,000₹3,02,579+23.5%
Year 5 (3 Sept 2021)₹3,05,000₹5,21,330+70.9%
Year 6 (5 Sept 2022)₹3,65,000₹5,97,461+63.7%
Year 7 (4 Sept 2023)₹4,25,000₹7,60,884+79%
Year 8 (3 Sept 2024)₹4,85,000₹11,66,854+140.6%
Year 9 (3 Sept 2025)₹5,45,000₹11,28,992+107.2%
Year 10 (3 Sept 2026)₹6,05,000₹12,14,376+100.7%

Best year of the journey: Year 5 (+43.8% market move) · Toughest year: Year 3 (-8.4%)

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 Taurus Ethical Fund's published NAV (source: AMFI) between 6 Sept 2016 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.