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Nifty 50 Index
Month Cashflow Units received
Value
Jan-07 4,083 10,000 2.45
Feb-07 3,745 10,000 2.67
Mar-07 3,822 10,000 2.62
Apr-07 4,088 10,000 2.45
May-07 4,296 10,000 2.33
Jun-07 4,318 10,000 2.32
Jul-07 4,529 10,000 2.21
Aug-07 4,464 10,000 2.24
Sep-07 5,021 10,000 1.99
Oct-07 5,901 10,000 1.69
Nov-07 5,763 10,000 1.74
Dec-07 6,139 10,000 1.63
Jan-08 5,137 10,000 1.95
Feb-08 5,224 10,000 1.91
Mar-08 4,735 10,000 2.11
Apr-08 5,166 10,000 1.94
May-08 4,870 10,000 2.05
Jun-08 4,041 10,000 2.47
Jul-08 4,333 10,000 2.31
Aug-08 4,360 10,000 2.29
Sep-08 3,921 10,000 2.55
Oct-08 2,886 10,000 3.47
Nov-08 2,755 10,000 3.63
Dec-08 2,959 10,000 3.38
Jan-09 2,875 10,000 3.48
Feb-09 2,764 10,000 3.62
Mar-09 3,021 10,000 3.31
Apr-09 3,474 10,000 2.88
May-09 4,449 10,000 2.25
Jun-09 4,291 10,000 2.33
Jul-09 4,636 10,000 2.16
Aug-09 4,662 10,000 2.14
Sep-09 5,084 10,000 1.97
Oct-09 4,712 10,000 2.12
Nov-09 5,033 10,000 1.99
Dec-09 5,201 10,000 1.92
Jan-10 4,882 10,000 2.05
Feb-10 4,922 10,000 2.03
Mar-10 5,249 10,000 1.91
Apr-10 5,278 10,000 1.89
May-10 5,086 10,000 1.97
Jun-10 5,313 10,000 1.88
Jul-10 5,368 10,000 1.86
Aug-10 5,402 10,000 1.85
Sep-10 6,030 10,000 1.66
Oct-10 6,018 10,000 1.66
Nov-10 5,863 10,000 1.71
Dec-10 6,135 10,000 1.63
Jan-11 5,506 10,000 1.82
Feb-11 5,333 10,000 1.88
Mar-11 5,834 10,000 1.71
Apr-11 5,750 10,000 1.74
May-11 5,560 10,000 1.80
Jun-11 5,647 10,000 1.77
Jul-11 5,482 10,000 1.82
Aug-11 5,001 10,000 2.00
Sep-11 4,943 10,000 2.02
Oct-11 5,327 10,000 1.88
Nov-11 4,832 10,000 2.07
Dec-11 4,624 10,000 2.16
Jan-12 5,199 10,000 1.92
Feb-12 5,385 10,000 1.86
Mar-12 5,296 10,000 1.89
Apr-12 5,248 10,000 1.91
May-12 4,924 10,000 2.03
Jun-12 5,279 10,000 1.89
Jul-12 5,229 10,000 1.91
Aug-12 5,259 10,000 1.90
Sep-12 5,703 10,000 1.75
Oct-12 5,620 10,000 1.78
Nov-12 5,880 10,000 1.70
Dec-12 5,905 10,000 1.69
Jan-13 6,035 10,000 1.66
Feb-13 5,693 10,000 1.76
Mar-13 5,683 10,000 1.76
Apr-13 5,930 10,000 1.69
May-13 5,986 10,000 1.67
Jun-13 5,842 10,000 1.71
Jul-13 5,742 10,000 1.74
Aug-13 5,472 10,000 1.83
Sep-13 5,735 10,000 1.74
Oct-13 6,299 10,000 1.59
Nov-13 6,176 10,000 1.62
Dec-13 6,304 10,000 1.59
Jan-14 6,090 10,000 1.64
Feb-14 6,277 10,000 1.59
Mar-14 6,704 10,000 1.49
Apr-14 6,696 10,000 1.49
May-14 7,230 10,000 1.38
Jun-14 7,611 10,000 1.31
Jul-14 7,721 10,000 1.30
Aug-14 7,954 10,000 1.26
Sep-14 7,965 10,000 1.26
Oct-14 8,322 10,000 1.20
Nov-14 8,588 10,000 1.16
Dec-14 8,283 10,000 1.21
Jan-15 8,809 10,000 1.14
Feb-15 8,902 10,000 1.12
Mar-15 8,491 10,000 1.18
Apr-15 8,182 10,000 1.22
May-15 8,434 10,000 1.19
Jun-15 8,369 10,000 1.19
Jul-15 8,533 10,000 1.17
Aug-15 7,971 10,000 1.25
Sep-15 7,949 10,000 1.26
Oct-15 8,066 10,000 1.24
Nov-15 7,935 10,000 1.26
Dec-15 7,946 10,000 1.26
Jan-16 7,564 10,000 1.32
Feb-16 6,987 10,000 1.43
Mar-16 7,738 10,000 1.29
Apr-16 7,850 10,000 1.27
May-16 8,160 10,000 1.23
Jun-16 8,288 10,000 1.21
Jul-16 8,639 10,000 1.16
Aug-16 8,786 10,000 1.14
Sep-16 8,611 10,000 1.16
Oct-16 8,626 10,000 1.16
Nov-16 8,225 10,000 1.22
Dec-16 8,186 10,000 1.22
Jan-17 8,561 10,000 1.17
Feb-17 8,880 10,000 1.13
Mar-17 9,174 10,000 1.09
Apr-17 9,304 10,000 1.07
May-17 9,621 10,000 1.04
Jun-17 9,521 10,000 1.05
Jul-17 10,077 10,000 0.99
Aug-17 9,918 10,000 1.01
Sep-17 9,789 10,000 1.02
Oct-17 10,335 10,000 0.97
Nov-17 10,227 10,000 0.98
Dec-17 10,531 10,000 0.95
Jan-18 11,028 10,000 0.91
Feb-18 10,493 10,000 0.95
Mar-18 10,114 10,000 0.99
Apr-18 10,739 10,000 0.93
May-18 10,736 10,000 0.93
Jun-18 10,714 10,000 0.93
Jul-18 11,357 10,000 0.88
Aug-18 11,681 10,000 0.86
Sep-18 10,930 10,000 0.91
Oct-18 10,387 10,000 0.96
Nov-18 10,877 10,000 0.92
Dec-18 10,863 10,000 0.92
Jan-19 10,831 10,000 0.92
Feb-19 10,793 10,000 0.93
Mar-19 11,624 10,000 0.86
Apr-19 11,748 10,000 0.85
May-19 11,923 10,000 0.84
Jun-19 11,789 10,000 0.85
Jul-19 11,118 10,000 0.90
Aug-19 11,023 10,000 0.91
Sep-19 11,474 10,000 0.87
Oct-19 11,877 10,000 0.84
Nov-19 12,056 10,000 0.83
Dec-19 12,168 10,000 0.82
Jan-20 11,962 10,000 0.84
Feb-20 11,202 10,000 0.89
Mar-20 8,598 10,000 1.16
Apr-20 9,860 10,000 1.01
May-20 9,580 10,000 1.04
Jun-20 10,302 10,000 0.97
Jul-20 11,073 10,000 0.90
Aug-20 11,388 10,000 0.88
Sep-20 11,248 10,000 0.89
Oct-20 11,642 10,000 0.86
Nov-20 12,969 10,000 0.77
Dec-20 13,982 10,000 0.72
Jan-21 13,635 10,000 0.73
Feb-21 14,529 10,000 0.69
Mar-21 14,691 10,000 0.68
Apr-21 14,631 10,000 0.68
May-21 15,583 10,000 0.64
Jun-21 15,722 10,000 0.64
Jul-21 15,763 10,000 0.63
Aug-21 17,132 10,000 0.58
Sep-21 17,618 10,000 0.57
Oct-21 17,672 10,000 0.57
Nov-21 16,983 10,000 0.59
Dec-21 17,354 10,000 0.58
Jan-22 17,340 10,000 0.58
Feb-22 16,794 10,000 0.60
Mar-22 17,465 10,000 0.57
Apr-22 17,103 10,000 0.58
May-22 16,585 10,000 0.60
Jun-22 15,780 10,000 0.63
Jul-22 17,158 10,000 0.58
Aug-22 17,759 10,000 0.56
Sep-22 17,094 10,000 0.58
Oct-22 18,012 10,000 0.56
Nov-22 18,758 10,000 0.53
Dec-22 18,105 10,000 0.55
Jan-23 17,662 10,000 0.57
Feb-23 17,304 10,000 0.58
Mar-23 17,360 10,000 0.58
Apr-23 18,065 10,000 0.55
May-23 18,534 10,000 0.54
Jun-23 19,189 10,000 0.52
Jul-23 19,754 10,000 0.51
Aug-23 19,254 10,000 0.52
Sep-23 19,638 10,000 0.51
Oct-23 19,080 10,000 0.52
Nov-23 20,133 10,000 0.50
Dec-23 21,731 10,000 0.46
Jan-24 21,517 -6,138,537

XIRR 11.83%
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Nifty 50 Index Cashflow Cashflow Total Units


Month Correction %
Value (SIP) (Lumpsum) Cashflow Received
Jan-07 4,083 10,000 0 10,000 2.45
Feb-07 3,745 10,000 -8.3% 50,000 60,000 16.02
Mar-07 3,822 10,000 2.0% 0 10,000 2.62
Apr-07 4,088 10,000 7.0% 0 10,000 2.45
May-07 4,296 10,000 5.1% 0 10,000 2.33
Jun-07 4,318 10,000 0.5% 0 10,000 2.32
Jul-07 4,529 10,000 4.9% 0 10,000 2.21
Aug-07 4,464 10,000 -1.4% 0 10,000 2.24
Sep-07 5,021 10,000 12.5% 0 10,000 1.99
Oct-07 5,901 10,000 17.5% 0 10,000 1.69
Nov-07 5,763 10,000 -2.3% 0 10,000 1.74
Dec-07 6,139 10,000 6.5% 0 10,000 1.63
Jan-08 5,137 10,000 -16.3% 50,000 60,000 11.68
Feb-08 5,224 10,000 1.7% 0 10,000 1.91
Mar-08 4,735 10,000 -9.4% 50,000 60,000 12.67
Apr-08 5,166 10,000 9.1% 0 10,000 1.94
May-08 4,870 10,000 -5.7% 50,000 60,000 12.32
Jun-08 4,041 10,000 -17.0% 50,000 60,000 14.85
Jul-08 4,333 10,000 7.2% 0 10,000 2.31
Aug-08 4,360 10,000 0.6% 0 10,000 2.29
Sep-08 3,921 10,000 -10.1% 50,000 60,000 15.30
Oct-08 2,886 10,000 -26.4% 50,000 60,000 20.79
Nov-08 2,755 10,000 -4.5% 0 10,000 3.63
Dec-08 2,959 10,000 7.4% 0 10,000 3.38
Jan-09 2,875 10,000 -2.9% 0 10,000 3.48
Feb-09 2,764 10,000 -3.9% 0 10,000 3.62
Mar-09 3,021 10,000 9.3% 0 10,000 3.31
Apr-09 3,474 10,000 15.0% 0 10,000 2.88
May-09 4,449 10,000 28.1% 0 10,000 2.25
Jun-09 4,291 10,000 -3.5% 0 10,000 2.33
Jul-09 4,636 10,000 8.0% 0 10,000 2.16
Aug-09 4,662 10,000 0.6% 0 10,000 2.14
Sep-09 5,084 10,000 9.0% 0 10,000 1.97
Oct-09 4,712 10,000 -7.3% 50,000 60,000 12.73
Nov-09 5,033 10,000 6.8% 0 10,000 1.99
Dec-09 5,201 10,000 3.3% 0 10,000 1.92
Jan-10 4,882 10,000 -6.1% 50,000 60,000 12.29
Feb-10 4,922 10,000 0.8% 0 10,000 2.03
Mar-10 5,249 10,000 6.6% 0 10,000 1.91
Apr-10 5,278 10,000 0.6% 0 10,000 1.89
May-10 5,086 10,000 -3.6% 0 10,000 1.97
Jun-10 5,313 10,000 4.4% 0 10,000 1.88
Jul-10 5,368 10,000 1.0% 0 10,000 1.86
Aug-10 5,402 10,000 0.6% 0 10,000 1.85
Sep-10 6,030 10,000 11.6% 0 10,000 1.66
Oct-10 6,018 10,000 -0.2% 0 10,000 1.66
Nov-10 5,863 10,000 -2.6% 0 10,000 1.71
Dec-10 6,135 10,000 4.6% 0 10,000 1.63
Jan-11 5,506 10,000 -10.2% 50,000 60,000 10.90
Feb-11 5,333 10,000 -3.1% 0 10,000 1.88
Mar-11 5,834 10,000 9.4% 0 10,000 1.71
Apr-11 5,750 10,000 -1.4% 0 10,000 1.74
May-11 5,560 10,000 -3.3% 0 10,000 1.80
Jun-11 5,647 10,000 1.6% 0 10,000 1.77
Jul-11 5,482 10,000 -2.9% 0 10,000 1.82
Aug-11 5,001 10,000 -8.8% 50,000 60,000 12.00
Sep-11 4,943 10,000 -1.2% 0 10,000 2.02
Oct-11 5,327 10,000 7.8% 0 10,000 1.88
Nov-11 4,832 10,000 -9.3% 50,000 60,000 12.42
Dec-11 4,624 10,000 -4.3% 0 10,000 2.16
Jan-12 5,199 10,000 12.4% 0 10,000 1.92
Feb-12 5,385 10,000 3.6% 0 10,000 1.86
Mar-12 5,296 10,000 -1.7% 0 10,000 1.89
Apr-12 5,248 10,000 -0.9% 0 10,000 1.91
May-12 4,924 10,000 -6.2% 50,000 60,000 12.18
Jun-12 5,279 10,000 7.2% 0 10,000 1.89
Jul-12 5,229 10,000 -0.9% 0 10,000 1.91
Aug-12 5,259 10,000 0.6% 0 10,000 1.90
Sep-12 5,703 10,000 8.5% 0 10,000 1.75
Oct-12 5,620 10,000 -1.5% 0 10,000 1.78
Nov-12 5,880 10,000 4.6% 0 10,000 1.70
Dec-12 5,905 10,000 0.4% 0 10,000 1.69
Jan-13 6,035 10,000 2.2% 0 10,000 1.66
Feb-13 5,693 10,000 -5.7% 50,000 60,000 10.54
Mar-13 5,683 10,000 -0.2% 0 10,000 1.76
Apr-13 5,930 10,000 4.4% 0 10,000 1.69
May-13 5,986 10,000 0.9% 0 10,000 1.67
Jun-13 5,842 10,000 -2.4% 0 10,000 1.71
Jul-13 5,742 10,000 -1.7% 0 10,000 1.74
Aug-13 5,472 10,000 -4.7% 0 10,000 1.83
Sep-13 5,735 10,000 4.8% 0 10,000 1.74
Oct-13 6,299 10,000 9.8% 0 10,000 1.59
Nov-13 6,176 10,000 -2.0% 0 10,000 1.62
Dec-13 6,304 10,000 2.1% 0 10,000 1.59
Jan-14 6,090 10,000 -3.4% 0 10,000 1.64
Feb-14 6,277 10,000 3.1% 0 10,000 1.59
Mar-14 6,704 10,000 6.8% 0 10,000 1.49
Apr-14 6,696 10,000 -0.1% 0 10,000 1.49
May-14 7,230 10,000 8.0% 0 10,000 1.38
Jun-14 7,611 10,000 5.3% 0 10,000 1.31
Jul-14 7,721 10,000 1.4% 0 10,000 1.30
Aug-14 7,954 10,000 3.0% 0 10,000 1.26
Sep-14 7,965 10,000 0.1% 0 10,000 1.26
Oct-14 8,322 10,000 4.5% 0 10,000 1.20
Nov-14 8,588 10,000 3.2% 0 10,000 1.16
Dec-14 8,283 10,000 -3.6% 0 10,000 1.21
Jan-15 8,809 10,000 6.4% 0 10,000 1.14
Feb-15 8,902 10,000 1.1% 0 10,000 1.12
Mar-15 8,491 10,000 -4.6% 0 10,000 1.18
Apr-15 8,182 10,000 -3.6% 0 10,000 1.22
May-15 8,434 10,000 3.1% 0 10,000 1.19
Jun-15 8,369 10,000 -0.8% 0 10,000 1.19
Jul-15 8,533 10,000 2.0% 0 10,000 1.17
Aug-15 7,971 10,000 -6.6% 50,000 60,000 7.53
Sep-15 7,949 10,000 -0.3% 0 10,000 1.26
Oct-15 8,066 10,000 1.5% 0 10,000 1.24
Nov-15 7,935 10,000 -1.6% 0 10,000 1.26
Dec-15 7,946 10,000 0.1% 0 10,000 1.26
Jan-16 7,564 10,000 -4.8% 0 10,000 1.32
Feb-16 6,987 10,000 -7.6% 50,000 60,000 8.59
Mar-16 7,738 10,000 10.8% 0 10,000 1.29
Apr-16 7,850 10,000 1.4% 0 10,000 1.27
May-16 8,160 10,000 4.0% 0 10,000 1.23
Jun-16 8,288 10,000 1.6% 0 10,000 1.21
Jul-16 8,639 10,000 4.2% 0 10,000 1.16
Aug-16 8,786 10,000 1.7% 0 10,000 1.14
Sep-16 8,611 10,000 -2.0% 0 10,000 1.16
Oct-16 8,626 10,000 0.2% 0 10,000 1.16
Nov-16 8,225 10,000 -4.7% 0 10,000 1.22
Dec-16 8,186 10,000 -0.5% 0 10,000 1.22
Jan-17 8,561 10,000 4.6% 0 10,000 1.17
Feb-17 8,880 10,000 3.7% 0 10,000 1.13
Mar-17 9,174 10,000 3.3% 0 10,000 1.09
Apr-17 9,304 10,000 1.4% 0 10,000 1.07
May-17 9,621 10,000 3.4% 0 10,000 1.04
Jun-17 9,521 10,000 -1.0% 0 10,000 1.05
Jul-17 10,077 10,000 5.8% 0 10,000 0.99
Aug-17 9,918 10,000 -1.6% 0 10,000 1.01
Sep-17 9,789 10,000 -1.3% 0 10,000 1.02
Oct-17 10,335 10,000 5.6% 0 10,000 0.97
Nov-17 10,227 10,000 -1.1% 0 10,000 0.98
Dec-17 10,531 10,000 3.0% 0 10,000 0.95
Jan-18 11,028 10,000 4.7% 0 10,000 0.91
Feb-18 10,493 10,000 -4.9% 0 10,000 0.95
Mar-18 10,114 10,000 -3.6% 0 10,000 0.99
Apr-18 10,739 10,000 6.2% 0 10,000 0.93
May-18 10,736 10,000 0.0% 0 10,000 0.93
Jun-18 10,714 10,000 -0.2% 0 10,000 0.93
Jul-18 11,357 10,000 6.0% 0 10,000 0.88
Aug-18 11,681 10,000 2.9% 0 10,000 0.86
Sep-18 10,930 10,000 -6.4% 50,000 60,000 5.49
Oct-18 10,387 10,000 -5.0% 0 10,000 0.96
Nov-18 10,877 10,000 4.7% 0 10,000 0.92
Dec-18 10,863 10,000 -0.1% 0 10,000 0.92
Jan-19 10,831 10,000 -0.3% 0 10,000 0.92
Feb-19 10,793 10,000 -0.4% 0 10,000 0.93
Mar-19 11,624 10,000 7.7% 0 10,000 0.86
Apr-19 11,748 10,000 1.1% 0 10,000 0.85
May-19 11,923 10,000 1.5% 0 10,000 0.84
Jun-19 11,789 10,000 -1.1% 0 10,000 0.85
Jul-19 11,118 10,000 -5.7% 50,000 60,000 5.40
Aug-19 11,023 10,000 -0.9% 0 10,000 0.91
Sep-19 11,474 10,000 4.1% 0 10,000 0.87
Oct-19 11,877 10,000 3.5% 0 10,000 0.84
Nov-19 12,056 10,000 1.5% 0 10,000 0.83
Dec-19 12,168 10,000 0.9% 0 10,000 0.82
Jan-20 11,962 10,000 -1.7% 0 10,000 0.84
Feb-20 11,202 10,000 -6.4% 50,000 60,000 5.36
Mar-20 8,598 10,000 -23.2% 50,000 60,000 6.98
Apr-20 9,860 10,000 14.7% 0 10,000 1.01
May-20 9,580 10,000 -2.8% 0 10,000 1.04
Jun-20 10,302 10,000 7.5% 0 10,000 0.97
Jul-20 11,073 10,000 7.5% 0 10,000 0.90
Aug-20 11,388 10,000 2.8% 0 10,000 0.88
Sep-20 11,248 10,000 -1.2% 0 10,000 0.89
Oct-20 11,642 10,000 3.5% 0 10,000 0.86
Nov-20 12,969 10,000 11.4% 0 10,000 0.77
Dec-20 13,982 10,000 7.8% 0 10,000 0.72
Jan-21 13,635 10,000 -2.5% 0 10,000 0.73
Feb-21 14,529 10,000 6.6% 0 10,000 0.69
Mar-21 14,691 10,000 1.1% 0 10,000 0.68
Apr-21 14,631 10,000 -0.4% 0 10,000 0.68
May-21 15,583 10,000 6.5% 0 10,000 0.64
Jun-21 15,722 10,000 0.9% 0 10,000 0.64
Jul-21 15,763 10,000 0.3% 0 10,000 0.63
Aug-21 17,132 10,000 8.7% 0 10,000 0.58
Sep-21 17,618 10,000 2.8% 0 10,000 0.57
Oct-21 17,672 10,000 0.3% 0 10,000 0.57
Nov-21 16,983 10,000 -3.9% 0 10,000 0.59
Dec-21 17,354 10,000 2.2% 0 10,000 0.58
Jan-22 17,340 10,000 -0.1% 0 10,000 0.58
Feb-22 16,794 10,000 -3.1% 0 10,000 0.60
Mar-22 17,465 10,000 4.0% 0 10,000 0.57
Apr-22 17,103 10,000 -2.1% 0 10,000 0.58
May-22 16,585 10,000 -3.0% 0 10,000 0.60
Jun-22 15,780 10,000 -4.8% 0 10,000 0.63
Jul-22 17,158 10,000 8.7% 0 10,000 0.58
Aug-22 17,759 10,000 3.5% 0 10,000 0.56
Sep-22 17,094 10,000 -3.7% 0 10,000 0.58
Oct-22 18,012 10,000 5.4% 0 10,000 0.56
Nov-22 18,758 10,000 4.1% 0 10,000 0.53
Dec-22 18,105 10,000 -3.5% 0 10,000 0.55
Jan-23 17,662 10,000 -2.4% 0 10,000 0.57
Feb-23 17,304 10,000 -2.0% 0 10,000 0.58
Mar-23 17,360 10,000 0.3% 0 10,000 0.58
Apr-23 18,065 10,000 4.1% 0 10,000 0.55
May-23 18,534 10,000 2.6% 0 10,000 0.54
Jun-23 19,189 10,000 3.5% 0 10,000 0.52
Jul-23 19,754 10,000 2.9% 0 10,000 0.51
Aug-23 19,254 10,000 -2.5% 0 10,000 0.52
Sep-23 19,638 10,000 2.0% 0 10,000 0.51
Oct-23 19,080 10,000 -2.8% 0 10,000 0.52
Nov-23 20,133 10,000 5.5% 0 10,000 0.50
Dec-23 21,731 10,000 7.9% 0 10,000 0.46
Jan-24 21,517 -1.0% 0 -10,191,527
XIRR 11.80%
INVESTMENT UNITS INVESTMENT UNITS
CASHFLO NAV NAV
DATE RECEIVED DATE CASHFLOW RECEIVED
1-Jan-20 W
10,000 10.0 1,000.0 1-Jan-20 100,000 10.0 10,000.0
1-Jan-21 10,000 12.0 833.3 1-Jan-21 10,000 12.0 833.3
1-Jan-22 10,000 14.0 714.3 1-Jan-22 10,000 14.0 714.3
1-Jan-23 10,000 17.0 588.2 1-Jan-23 10,000 17.0 588.2
1-Jan-24 (62,717) 20.0 1-Jan-24 (242,717) 20.0

XIRR 18.82% XIRR 18.89%


INVESTMENT UNITS
NAV
DATE CASHFLOW RECEIVED
1-Jan-20 1,000,000 10.0 100,000.0
1-Jan-21 10,000 12.0 833.3
1-Jan-22 10,000 14.0 714.3
1-Jan-23 10,000 17.0 588.2
1-Jan-24 (2,042,717) 20.0

XIRR 18.90%
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Nifty 50 Index Cashflow Cashflow Total Units


Month Correction %
Value (SIP) (Lumpsum) Cashflow Received
Jan-21 13,635 10,000 -2.5% 50,000 60,000 4.40
Feb-21 14,529 10,000 6.6% 0 10,000 0.69
Mar-21 14,691 10,000 1.1% 0 10,000 0.68
Apr-21 14,631 10,000 -0.4% 0 10,000 0.68
May-21 15,583 10,000 6.5% 0 10,000 0.64
Jun-21 15,722 10,000 0.9% 0 10,000 0.64
Jul-21 15,763 10,000 0.3% 0 10,000 0.63
Aug-21 17,132 10,000 8.7% 0 10,000 0.58
Sep-21 17,618 10,000 2.8% 0 10,000 0.57
Oct-21 17,672 10,000 0.3% 0 10,000 0.57
Nov-21 16,983 10,000 -3.9% 50,000 60,000 3.53
Dec-21 17,354 10,000 2.2% 0 10,000 0.58
Jan-22 17,340 10,000 -0.1% 0 10,000 0.58
Feb-22 16,794 10,000 -3.1% 50,000 60,000 3.57
Mar-22 17,465 10,000 4.0% 0 10,000 0.57
Apr-22 17,103 10,000 -2.1% 50,000 60,000 3.51
May-22 16,585 10,000 -3.0% 50,000 60,000 3.62
Jun-22 15,780 10,000 -4.8% 50,000 60,000 3.80
Jul-22 17,158 10,000 8.7% 0 10,000 0.58
Aug-22 17,759 10,000 3.5% 0 10,000 0.56
Sep-22 17,094 10,000 -3.7% 50,000 60,000 3.51
Oct-22 18,012 10,000 5.4% 0 10,000 0.56
Nov-22 18,758 10,000 4.1% 0 10,000 0.53
Dec-22 18,105 10,000 -3.5% 50,000 60,000 3.31
Jan-23 17,662 10,000 -2.4% 50,000 60,000 3.40
Feb-23 17,304 10,000 -2.0% 50,000 60,000 3.47
Mar-23 17,360 10,000 0.3% 0 10,000 0.58
Apr-23 18,065 10,000 4.1% 0 10,000 0.55
May-23 18,534 10,000 2.6% 0 10,000 0.54
Jun-23 19,189 10,000 3.5% 0 10,000 0.52
Jul-23 19,754 10,000 2.9% 0 10,000 0.51
Aug-23 19,254 10,000 -2.5% 50,000 60,000 3.12
Sep-23 19,638 10,000 2.0% 0 10,000 0.51
Oct-23 19,080 10,000 -2.8% 50,000 60,000 3.14
Nov-23 20,133 10,000 5.5% 0 10,000 0.50
Dec-23 21,731 10,000 7.9% 0 10,000 0.46
Jan-24 21,517 -1.0% -1,209,016

XIRR 16.43%
PLEASE DON'T TAP THE "SHARE" BUTTON; EDITOR ACCESS CANNOT BE GIVEN TO THIS FILE
TO DOWNLOAD THE WORKSHEET -- GO TO FILE MENU & CLICK "DOWNLOAD". ALTERNATELY IN THE FILE MENU, CLICK
ON "MAKE A COPY"

Nifty 50 Index Cashflow Cashflow Total Units


Month Correction %
Value (SIP) (Lumpsum) Cashflow Received
Jan-21 13,635 10,000 -2.5% 50,000 60,000 4.40
Feb-21 14,529 10,000 6.6% 0 10,000 0.69
Mar-21 14,691 10,000 1.1% 0 10,000 0.68
Apr-21 14,631 10,000 -0.4% 0 10,000 0.68
May-21 15,583 10,000 6.5% 0 10,000 0.64
Jun-21 15,722 10,000 0.9% 0 10,000 0.64
Jul-21 15,763 10,000 0.3% 0 10,000 0.63
Aug-21 17,132 10,000 8.7% 0 10,000 0.58
Sep-21 17,618 10,000 2.8% 0 10,000 0.57
Oct-21 17,672 10,000 0.3% 0 10,000 0.57
Nov-21 16,983 10,000 -3.9% 50,000 60,000 3.53
Dec-21 17,354 10,000 2.2% 0 10,000 0.58
Jan-22 17,340 10,000 -0.1% 0 10,000 0.58
Feb-22 16,794 10,000 -3.1% 50,000 60,000 3.57
Mar-22 17,465 10,000 4.0% 0 10,000 0.57
Apr-22 17,103 10,000 -2.1% 0 10,000 0.58 Condition Triggered
May-22 16,585 10,000 -3.0% 0 10,000 0.60 Condition Triggered
Jun-22 15,780 10,000 -4.8% 0 10,000 0.63 Condition Triggered
Jul-22 17,158 10,000 8.7% 0 10,000 0.58
Aug-22 17,759 10,000 3.5% 0 10,000 0.56
Sep-22 17,094 10,000 -3.7% 50,000 60,000 3.51
Oct-22 18,012 10,000 5.4% 0 10,000 0.56
Nov-22 18,758 10,000 4.1% 0 10,000 0.53
Dec-22 18,105 10,000 -3.5% 0 10,000 0.55 Condition Triggered
Jan-23 17,662 10,000 -2.4% 50,000 60,000 3.40
Feb-23 17,304 10,000 -2.0% 0 10,000 0.58 Condition Triggered
Mar-23 17,360 10,000 0.3% 0 10,000 0.58
Apr-23 18,065 10,000 4.1% 0 10,000 0.55
May-23 18,534 10,000 2.6% 0 10,000 0.54
Jun-23 19,189 10,000 3.5% 0 10,000 0.52
Jul-23 19,754 10,000 2.9% 0 10,000 0.51
Aug-23 19,254 10,000 -2.5% 50,000 60,000 3.12
Sep-23 19,638 10,000 2.0% 0 10,000 0.51
Oct-23 19,080 10,000 -2.8% 0 10,000 0.52 Condition Triggered
Nov-23 20,133 10,000 5.5% 0 10,000 0.50
Dec-23 21,731 10,000 7.9% 0 10,000 0.46
Jan-24 21,517 -1.0% -835,073

XIRR 15.44%

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