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Enter a mutual fund and how you would have invested. See the most your investment would have fallen, and the most it would have been worth less than you put in.
It shows how a mutual fund's value moved over the dates you choose, using its past NAVs and your initial investment and monthly SIP. It helps you ask whether you would have stayed invested through the falls. Knowing that can matter as much as knowing the return.
It is the most money your investment lost from a high point to a later low, shown as an amount with the % in brackets. Money you added during the fall is counted, so new SIPs do not hide the loss.
It can come from a different time than the fund's steepest fall. A smaller % fall later can lose more rupees, because you hold more money by then. The fund's own steepest fall, based on its NAV, is shown separately.
It means your investment was worth less than the total you had put in by that date. The largest fall below what you invested shows the biggest such gap, as an amount with the % of your invested amount in brackets. These periods are also shaded on the chart and listed in a table.
This can be much smaller than the largest fall. After years of gains, an investment can lose a lot and still be worth more than you put in.
Your initial investment goes in on the first NAV date on or after your start date. SIPs go in on the same day each month, moving to the next NAV date on a holiday. If there is an initial investment, the first SIP follows a month later; if not, it goes in on the first date.
Units are the amount divided by that day's NAV. Value is the units held multiplied by the NAV. Tax, exit load and stamp duty are left out.
Regular plans usually have a longer history than Direct plans, which only began in 2013. A Regular plan's returns are lower than its Direct plan because of its higher costs, so the final value here can be lower than a Direct investment would have reached. IDCW plans are not used, because their NAV drops at each payout, which would look like a loss.
The fund may have started after that date, or its NAV data may not go back that far. The check then starts from the first NAV available, and the page says so.
Suggestions come from our list of current mutual funds, and leave out ETFs and fixed-term plans, which usually have no Regular Growth plan. If yours isn't listed, type its full name and check it anyway. Older or merged funds may still be found this way. A few funds are listed without plan names, so we cannot tell which one is Regular Growth, and the page will say so.
No. It shows only what happened in the past, and past performance does not indicate future returns. It does not rate or recommend any fund. To decide what suits you, speak to a SEBI registered adviser.
NAV data comes from mfapi.in, a free third-party service, and is not checked by SoloInvestor. We save a copy of a fund's NAV history and refresh it about every 15 days, so the latest NAVs may not be shown. The page shows the date its data runs to.
The fund you check goes to our server, which does not store it against you. Your amounts and results stay in your browser and are not sent anywhere. Your entries are saved only in your own browser on this device. To remove them, use Clear on this page.