One Time Performance

Data as on - 18-05-2026
Scheme Name AUM(Cr) From To Invested Amount Current Value Ann Rtn(%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 72,673 18-05-2016 18-05-2026 1000000.0 6511838.74 20.59 %
Quant Small Cap Fund - Growth - Regular Plan 30,361 18-05-2016 18-05-2026 1000000.0 5681823.07 18.96 %
HSBC Small Cap Fund - Regular Growth 16,394 18-05-2016 18-05-2026 1000000.0 5342573.73 18.23 %
Axis Small Cap Fund - Regular Plan - Growth 27,490 18-05-2016 18-05-2026 1000000.0 5166995.07 17.84 %
SBI Small Cap Fund - Regular Plan - Growth 37,141 18-05-2016 18-05-2026 1000000.0 4928589.35 17.28 %
HDFC Small Cap Fund - Growth Option 38,168 18-05-2016 18-05-2026 1000000.0 4900304.27 17.22 %
Kotak-Small Cap Fund - Growth 17,416 18-05-2016 18-05-2026 1000000.0 4617414.68 16.52 %
DSP Small Cap Fund - Regular - Growth 17,906 18-05-2016 18-05-2026 1000000.0 4513552.69 16.26 %
Union Small Cap Fund - Regular Plan - Growth Option 1,980 18-05-2016 18-05-2026 1000000.0 4410774.41 15.99 %
ICICI Prudential Smallcap Fund - Growth 8,741 18-05-2016 18-05-2026 1000000.0 4398114.19 15.96 %
Franklin India Small Cap Fund-Growth 13,850 18-05-2016 18-05-2026 1000000.0 4055013.5 15.02 %
Sundaram Small Cap Fund Regular Plan - Growth 3,563 18-05-2016 18-05-2026 1000000.0 3908829.27 14.6 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,254 18-05-2016 18-05-2026 1000000.0 3400307.6 13.01 %
NIFTY SMALLCAP 250 TRI 1000000.0 4231682.46 15.52 %
Category Average 1000000.0 4756625.428461538 16.73 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
18-05-2016
18-05-2026
1000000.0
AUM: 72,673 Cr
Ann Rtn: 20.59%
Quant Small Cap Gr
18-05-2016
18-05-2026
1000000.0
AUM: 30,361 Cr
Ann Rtn: 18.96%
HSBC Small Cap Fund Reg Growth
18-05-2016
18-05-2026
1000000.0
AUM: 16,394 Cr
Ann Rtn: 18.23%
Axis Small Cap Reg Gr
18-05-2016
18-05-2026
1000000.0
AUM: 27,490 Cr
Ann Rtn: 17.84%
SBI Small Cap Reg Gr
18-05-2016
18-05-2026
1000000.0
AUM: 37,141 Cr
Ann Rtn: 17.28%
HDFC Small Cap Reg Gr
18-05-2016
18-05-2026
1000000.0
AUM: 38,168 Cr
Ann Rtn: 17.22%
Kotak -Small Cap Gr
18-05-2016
18-05-2026
1000000.0
AUM: 17,416 Cr
Ann Rtn: 16.52%
DSP Small Cap Reg Gr
18-05-2016
18-05-2026
1000000.0
AUM: 17,906 Cr
Ann Rtn: 16.26%
Union Small Cap Reg Gr
18-05-2016
18-05-2026
1000000.0
AUM: 1,980 Cr
Ann Rtn: 15.99%
ICICI Pru Small Cap Gr
18-05-2016
18-05-2026
1000000.0
AUM: 8,741 Cr
Ann Rtn: 15.96%
Franklin India Small Cap Fund Gr
18-05-2016
18-05-2026
1000000.0
AUM: 13,850 Cr
Ann Rtn: 15.02%
Sundaram Small Cap Reg Gr
18-05-2016
18-05-2026
1000000.0
AUM: 3,563 Cr
Ann Rtn: 14.6%
ABSL Small Cap Gr
18-05-2016
18-05-2026
1000000.0
AUM: 5,254 Cr
Ann Rtn: 13.01%

Avg Ann Compound Return: 16.73%

Nippon India Small Cap Gr Gr
18-05-2016
18-05-2026
1200000.0
AUM: 72,673 Cr
Ann Rtn: 20.59%
Quant Small Cap Gr
18-05-2016
18-05-2026
1200000.0
AUM: 30,361 Cr
Ann Rtn: 18.96%
HSBC Small Cap Fund Reg Growth
18-05-2016
18-05-2026
1200000.0
AUM: 16,394 Cr
Ann Rtn: 18.23%
Axis Small Cap Reg Gr
18-05-2016
18-05-2026
1200000.0
AUM: 27,490 Cr
Ann Rtn: 17.84%
SBI Small Cap Reg Gr
18-05-2016
18-05-2026
1200000.0
AUM: 37,141 Cr
Ann Rtn: 17.28%
HDFC Small Cap Reg Gr
18-05-2016
18-05-2026
1200000.0
AUM: 38,168 Cr
Ann Rtn: 17.22%
Kotak -Small Cap Gr
18-05-2016
18-05-2026
1200000.0
AUM: 17,416 Cr
Ann Rtn: 16.52%
DSP Small Cap Reg Gr
18-05-2016
18-05-2026
1200000.0
AUM: 17,906 Cr
Ann Rtn: 16.26%
Union Small Cap Reg Gr
18-05-2016
18-05-2026
1200000.0
AUM: 1,980 Cr
Ann Rtn: 15.99%
ICICI Pru Small Cap Gr
18-05-2016
18-05-2026
1200000.0
AUM: 8,741 Cr
Ann Rtn: 15.96%
Franklin India Small Cap Fund Gr
18-05-2016
18-05-2026
1200000.0
AUM: 13,850 Cr
Ann Rtn: 15.02%
Sundaram Small Cap Reg Gr
18-05-2016
18-05-2026
1200000.0
AUM: 3,563 Cr
Ann Rtn: 14.6%
ABSL Small Cap Gr
18-05-2016
18-05-2026
1200000.0
AUM: 5,254 Cr
Ann Rtn: 13.01%

Average Ann Rtn: 16.73%

Nippon India Small Cap Gr Gr
18-05-2016
18-05-2026
5000000.0
AUM: 72,673 Cr
Ann Rtn: 20.59%
Quant Small Cap Gr
18-05-2016
18-05-2026
5000000.0
AUM: 30,361 Cr
Ann Rtn: 18.96%
HSBC Small Cap Fund Reg Growth
18-05-2016
18-05-2026
5000000.0
AUM: 16,394 Cr
Ann Rtn: 18.23%
Axis Small Cap Reg Gr
18-05-2016
18-05-2026
5000000.0
AUM: 27,490 Cr
Ann Rtn: 17.84%
SBI Small Cap Reg Gr
18-05-2016
18-05-2026
5000000.0
AUM: 37,141 Cr
Ann Rtn: 17.28%
HDFC Small Cap Reg Gr
18-05-2016
18-05-2026
5000000.0
AUM: 38,168 Cr
Ann Rtn: 17.22%
Kotak -Small Cap Gr
18-05-2016
18-05-2026
5000000.0
AUM: 17,416 Cr
Ann Rtn: 16.52%
DSP Small Cap Reg Gr
18-05-2016
18-05-2026
5000000.0
AUM: 17,906 Cr
Ann Rtn: 16.26%
Union Small Cap Reg Gr
18-05-2016
18-05-2026
5000000.0
AUM: 1,980 Cr
Ann Rtn: 15.99%
ICICI Pru Small Cap Gr
18-05-2016
18-05-2026
5000000.0
AUM: 8,741 Cr
Ann Rtn: 15.96%
Franklin India Small Cap Fund Gr
18-05-2016
18-05-2026
5000000.0
AUM: 13,850 Cr
Ann Rtn: 15.02%
Sundaram Small Cap Reg Gr
18-05-2016
18-05-2026
5000000.0
AUM: 3,563 Cr
Ann Rtn: 14.6%
ABSL Small Cap Gr
18-05-2016
18-05-2026
5000000.0
AUM: 5,254 Cr
Ann Rtn: 13.01%

Average Ann Rtn: 16.73%