One Time/Lumpsum Performance

Data as on - 07-07-2025
Scheme Name AUM(Cr) From To Invested Amount Current Value Ann Rtn(%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 63,019 07-07-2015 07-07-2025 1000000.0 6980368.1 21.43 %
Quant Small Cap Fund - Growth - Regular Plan 28,194 07-07-2015 07-07-2025 1000000.0 6157099.28 19.91 %
HSBC Small Cap Fund - Regular Growth 16,062 07-07-2015 07-07-2025 1000000.0 5791246.63 19.18 %
Axis Small Cap Fund - Regular Plan - Growth 24,944 07-07-2015 07-07-2025 1000000.0 5559590.79 18.7 %
HDFC Small Cap Fund - Growth Option 34,030 07-07-2015 07-07-2025 1000000.0 5449192.93 18.46 %
SBI Small Cap Fund - Regular Plan - Growth 34,015 07-07-2015 07-07-2025 1000000.0 5450801.6 18.46 %
Kotak-Small Cap Fund - Growth 17,329 07-07-2015 07-07-2025 1000000.0 4984653.77 17.41 %
DSP Small Cap Fund - Regular - Growth 16,304 07-07-2015 07-07-2025 1000000.0 4900995.87 17.21 %
Franklin India Smaller Companies Fund-Growth 13,545 07-07-2015 07-07-2025 1000000.0 4534992.9 16.31 %
ICICI Prudential Smallcap Fund - Growth 8,256 07-07-2015 07-07-2025 1000000.0 4229928.74 15.5 %
Union Small Cap Fund - Regular Plan - Growth Option 1,578 07-07-2015 07-07-2025 1000000.0 3863207.55 14.46 %
Sundaram Small Cap Fund Regular Plan - Growth 3,311 07-07-2015 07-07-2025 1000000.0 3718120.47 14.02 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,915 07-07-2015 07-07-2025 1000000.0 3543716.74 13.48 %
NIFTY SMALLCAP 250 TRI 1000000.0 4408250.39 15.98 %
Category Average 1000000.0 5012608.874615384 17.27 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
07-07-2015
07-07-2025
1000000.0
6980368.1
AUM:63,019 Cr
Ann Rtn: 21.43%
Quant Small Cap Gr
07-07-2015
07-07-2025
1000000.0
6157099.28
AUM:28,194 Cr
Ann Rtn: 19.91%
HSBC Small Cap Fund Reg Growth
07-07-2015
07-07-2025
1000000.0
5791246.63
AUM:16,062 Cr
Ann Rtn: 19.18%
Axis Small Cap Reg Gr
07-07-2015
07-07-2025
1000000.0
5559590.79
AUM:24,944 Cr
Ann Rtn: 18.7%
HDFC Small Cap Reg Gr
07-07-2015
07-07-2025
1000000.0
5449192.93
AUM:34,030 Cr
Ann Rtn: 18.46%
SBI Small Cap Reg Gr
07-07-2015
07-07-2025
1000000.0
5450801.6
AUM:34,015 Cr
Ann Rtn: 18.46%
Kotak -Small Cap Gr
07-07-2015
07-07-2025
1000000.0
4984653.77
AUM:17,329 Cr
Ann Rtn: 17.41%
DSP Small Cap Reg Gr
07-07-2015
07-07-2025
1000000.0
4900995.87
AUM:16,304 Cr
Ann Rtn: 17.21%
Franklin India Smaller Companies Gr
07-07-2015
07-07-2025
1000000.0
4534992.9
AUM:13,545 Cr
Ann Rtn: 16.31%
ICICI Pru Small Cap Gr
07-07-2015
07-07-2025
1000000.0
4229928.74
AUM:8,256 Cr
Ann Rtn: 15.5%
Union Small Cap Reg Gr
07-07-2015
07-07-2025
1000000.0
3863207.55
AUM:1,578 Cr
Ann Rtn: 14.46%
Sundaram Small Cap Reg Gr
07-07-2015
07-07-2025
1000000.0
3718120.47
AUM:3,311 Cr
Ann Rtn: 14.02%
ABSL Small Cap Gr
07-07-2015
07-07-2025
1000000.0
3543716.74
AUM:4,915 Cr
Ann Rtn: 13.48%

Avg Ann Compound Return: 17.27%

Nippon India Small Cap Gr Gr
07-07-2015
07-07-2025
1200000.0
8376441.73
AUM:63,019 Cr
Ann Rtn: 21.43%
Quant Small Cap Gr
07-07-2015
07-07-2025
1200000.0
7388519.15
AUM:28,194 Cr
Ann Rtn: 19.91%
HSBC Small Cap Fund Reg Growth
07-07-2015
07-07-2025
1200000.0
6949495.95
AUM:16,062 Cr
Ann Rtn: 19.18%
Axis Small Cap Reg Gr
07-07-2015
07-07-2025
1200000.0
6671508.95
AUM:24,944 Cr
Ann Rtn: 18.7%
HDFC Small Cap Reg Gr
07-07-2015
07-07-2025
1200000.0
6539031.52
AUM:34,030 Cr
Ann Rtn: 18.46%
SBI Small Cap Reg Gr
07-07-2015
07-07-2025
1200000.0
6540961.93
AUM:34,015 Cr
Ann Rtn: 18.46%
Kotak -Small Cap Gr
07-07-2015
07-07-2025
1200000.0
5981584.54
AUM:17,329 Cr
Ann Rtn: 17.41%
DSP Small Cap Reg Gr
07-07-2015
07-07-2025
1200000.0
5881195.05
AUM:16,304 Cr
Ann Rtn: 17.21%
Franklin India Smaller Companies Gr
07-07-2015
07-07-2025
1200000.0
5441991.48
AUM:13,545 Cr
Ann Rtn: 16.31%
ICICI Pru Small Cap Gr
07-07-2015
07-07-2025
1200000.0
5075914.49
AUM:8,256 Cr
Ann Rtn: 15.5%
Union Small Cap Reg Gr
07-07-2015
07-07-2025
1200000.0
4635849.05
AUM:1,578 Cr
Ann Rtn: 14.46%
Sundaram Small Cap Reg Gr
07-07-2015
07-07-2025
1200000.0
4461744.56
AUM:3,311 Cr
Ann Rtn: 14.02%
ABSL Small Cap Gr
07-07-2015
07-07-2025
1200000.0
4252460.09
AUM:4,915 Cr
Ann Rtn: 13.48%

Average Ann Rtn: 17.27%

Nippon India Small Cap Gr Gr
07-07-2015
07-07-2025
5000000.0
3.490184049E7
AUM:63,019 Cr
Ann Rtn : 21.43%
Quant Small Cap Gr
07-07-2015
07-07-2025
5000000.0
3.078549644E7
AUM:28,194 Cr
Ann Rtn : 19.91%
HSBC Small Cap Fund Reg Growth
07-07-2015
07-07-2025
5000000.0
2.895623315E7
AUM:16,062 Cr
Ann Rtn : 19.18%
Axis Small Cap Reg Gr
07-07-2015
07-07-2025
5000000.0
2.779795396E7
AUM:24,944 Cr
Ann Rtn : 18.7%
HDFC Small Cap Reg Gr
07-07-2015
07-07-2025
5000000.0
2.724596464E7
AUM:34,030 Cr
Ann Rtn : 18.46%
SBI Small Cap Reg Gr
07-07-2015
07-07-2025
5000000.0
2.725400803E7
AUM:34,015 Cr
Ann Rtn : 18.46%
Kotak -Small Cap Gr
07-07-2015
07-07-2025
5000000.0
2.492326888E7
AUM:17,329 Cr
Ann Rtn : 17.41%
DSP Small Cap Reg Gr
07-07-2015
07-07-2025
5000000.0
2.450497936E7
AUM:16,304 Cr
Ann Rtn : 17.21%
Franklin India Smaller Companies Gr
07-07-2015
07-07-2025
5000000.0
2.26749645E7
AUM:13,545 Cr
Ann Rtn : 16.31%
ICICI Pru Small Cap Gr
07-07-2015
07-07-2025
5000000.0
2.11496437E7
AUM:8,256 Cr
Ann Rtn : 15.5%
Union Small Cap Reg Gr
07-07-2015
07-07-2025
5000000.0
1.931603774E7
AUM:1,578 Cr
Ann Rtn : 14.46%
Sundaram Small Cap Reg Gr
07-07-2015
07-07-2025
5000000.0
1.859060233E7
AUM:3,311 Cr
Ann Rtn : 14.02%
ABSL Small Cap Gr
07-07-2015
07-07-2025
5000000.0
1.771858372E7
AUM:4,915 Cr
Ann Rtn : 13.48%

Average Ann Rtn: 17.27%