One Time/Lumpsum Performance

Data as on - 27-03-2024
Scheme Name AUM(Cr) From To Invested Amount Current Value Ann Rtn(%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 46,044 27-03-2014 27-03-2024 1000000.0 1.074866588E7 26.78 %
SBI Small Cap Fund - Regular Plan - Growth 25,525 27-03-2014 27-03-2024 1000000.0 9922331.27 25.77 %
DSP Small Cap Fund - Regular - Growth 13,710 27-03-2014 27-03-2024 1000000.0 7926517.08 22.98 %
Axis Small Cap Fund - Regular Plan - Growth 19,606 27-03-2014 27-03-2024 1000000.0 7788566.24 22.76 %
Kotak-Small Cap Fund - Growth 14,196 27-03-2014 27-03-2024 1000000.0 7147519.29 21.72 %
Franklin India Smaller Companies Fund-Growth 11,823 27-03-2014 27-03-2024 1000000.0 6898941.61 21.29 %
HDFC Small Cap Fund - Growth Option 28,599 27-03-2014 27-03-2024 1000000.0 6554674.42 20.67 %
Sundaram Small Cap Fund Regular Plan - Growth 3,056 27-03-2014 27-03-2024 1000000.0 6481764.04 20.53 %
Quant Small Cap Fund - Growth - Regular Plan 17,193 27-03-2014 27-03-2024 1000000.0 6167615.2 19.94 %
ICICI Prudential Smallcap Fund - Growth 7,415 27-03-2014 27-03-2024 1000000.0 5343144.29 18.23 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,382 27-03-2014 27-03-2024 1000000.0 4984824.61 17.41 %
NIFTY SMALLCAP 250 TRI 1000000.0 5914147.23 19.44 %
Category Average 1000000.0 7269505.8118181825 21.64 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
27-03-2014
27-03-2024
1000000.0
1.074866588E7
AUM:46,044 Cr
Ann Rtn: 26.78%
SBI Small Cap Reg Gr
27-03-2014
27-03-2024
1000000.0
9922331.27
AUM:25,525 Cr
Ann Rtn: 25.77%
DSP Small Cap Reg Gr
27-03-2014
27-03-2024
1000000.0
7926517.08
AUM:13,710 Cr
Ann Rtn: 22.98%
Axis Small Cap Reg Gr
27-03-2014
27-03-2024
1000000.0
7788566.24
AUM:19,606 Cr
Ann Rtn: 22.76%
Kotak -Small Cap Gr
27-03-2014
27-03-2024
1000000.0
7147519.29
AUM:14,196 Cr
Ann Rtn: 21.72%
Franklin India Smaller Companies Gr
27-03-2014
27-03-2024
1000000.0
6898941.61
AUM:11,823 Cr
Ann Rtn: 21.29%
HDFC Small Cap Reg Gr
27-03-2014
27-03-2024
1000000.0
6554674.42
AUM:28,599 Cr
Ann Rtn: 20.67%
Sundaram Small Cap Reg Gr
27-03-2014
27-03-2024
1000000.0
6481764.04
AUM:3,056 Cr
Ann Rtn: 20.53%
Quant Small Cap Gr
27-03-2014
27-03-2024
1000000.0
6167615.2
AUM:17,193 Cr
Ann Rtn: 19.94%
ICICI Pru Small Cap Gr
27-03-2014
27-03-2024
1000000.0
5343144.29
AUM:7,415 Cr
Ann Rtn: 18.23%
ABSL Small Cap Gr
27-03-2014
27-03-2024
1000000.0
4984824.61
AUM:5,382 Cr
Ann Rtn: 17.41%

Avg Ann Compound Return: 21.64%

Nippon India Small Cap Gr Gr
27-03-2014
27-03-2024
1200000.0
1.289839905E7
AUM:46,044 Cr
Ann Rtn: 26.78%
SBI Small Cap Reg Gr
27-03-2014
27-03-2024
1200000.0
1.190679752E7
AUM:25,525 Cr
Ann Rtn: 25.77%
DSP Small Cap Reg Gr
27-03-2014
27-03-2024
1200000.0
9511820.49
AUM:13,710 Cr
Ann Rtn: 22.98%
Axis Small Cap Reg Gr
27-03-2014
27-03-2024
1200000.0
9346279.5
AUM:19,606 Cr
Ann Rtn: 22.76%
Kotak -Small Cap Gr
27-03-2014
27-03-2024
1200000.0
8577023.14
AUM:14,196 Cr
Ann Rtn: 21.72%
Franklin India Smaller Companies Gr
27-03-2014
27-03-2024
1200000.0
8278729.93
AUM:11,823 Cr
Ann Rtn: 21.29%
HDFC Small Cap Reg Gr
27-03-2014
27-03-2024
1200000.0
7865609.3
AUM:28,599 Cr
Ann Rtn: 20.67%
Sundaram Small Cap Reg Gr
27-03-2014
27-03-2024
1200000.0
7778116.86
AUM:3,056 Cr
Ann Rtn: 20.53%
Quant Small Cap Gr
27-03-2014
27-03-2024
1200000.0
7401138.24
AUM:17,193 Cr
Ann Rtn: 19.94%
ICICI Pru Small Cap Gr
27-03-2014
27-03-2024
1200000.0
6411773.15
AUM:7,415 Cr
Ann Rtn: 18.23%
ABSL Small Cap Gr
27-03-2014
27-03-2024
1200000.0
5981789.53
AUM:5,382 Cr
Ann Rtn: 17.41%

Average Ann Rtn: 21.64%

Nippon India Small Cap Gr Gr
27-03-2014
27-03-2024
5000000.0
5.374332939E7
AUM:46,044 Cr
Ann Rtn : 26.78%
SBI Small Cap Reg Gr
27-03-2014
27-03-2024
5000000.0
4.961165635E7
AUM:25,525 Cr
Ann Rtn : 25.77%
DSP Small Cap Reg Gr
27-03-2014
27-03-2024
5000000.0
3.963258542E7
AUM:13,710 Cr
Ann Rtn : 22.98%
Axis Small Cap Reg Gr
27-03-2014
27-03-2024
5000000.0
3.894283122E7
AUM:19,606 Cr
Ann Rtn : 22.76%
Kotak -Small Cap Gr
27-03-2014
27-03-2024
5000000.0
3.573759641E7
AUM:14,196 Cr
Ann Rtn : 21.72%
Franklin India Smaller Companies Gr
27-03-2014
27-03-2024
5000000.0
3.449470807E7
AUM:11,823 Cr
Ann Rtn : 21.29%
HDFC Small Cap Reg Gr
27-03-2014
27-03-2024
5000000.0
3.277337206E7
AUM:28,599 Cr
Ann Rtn : 20.67%
Sundaram Small Cap Reg Gr
27-03-2014
27-03-2024
5000000.0
3.240882021E7
AUM:3,056 Cr
Ann Rtn : 20.53%
Quant Small Cap Gr
27-03-2014
27-03-2024
5000000.0
3.083807598E7
AUM:17,193 Cr
Ann Rtn : 19.94%
ICICI Pru Small Cap Gr
27-03-2014
27-03-2024
5000000.0
2.671572147E7
AUM:7,415 Cr
Ann Rtn : 18.23%
ABSL Small Cap Gr
27-03-2014
27-03-2024
5000000.0
2.492412306E7
AUM:5,382 Cr
Ann Rtn : 17.41%

Average Ann Rtn: 21.64%