One Time/Lumpsum Performance

Data as on - 08-12-2025
Scheme Name AUM(Cr) From To Invested Amount Current Value Ann Rtn(%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,969 08-12-2015 08-12-2025 1000000.0 6079041.57 19.76 %
Quant Small Cap Fund - Growth - Regular Plan 30,661 08-12-2015 08-12-2025 1000000.0 5652118.02 18.89 %
Axis Small Cap Fund - Regular Plan - Growth 27,183 08-12-2015 08-12-2025 1000000.0 5266496.16 18.06 %
HDFC Small Cap Fund - Growth Option 38,412 08-12-2015 08-12-2025 1000000.0 5167158.42 17.83 %
SBI Small Cap Fund - Regular Plan - Growth 36,945 08-12-2015 08-12-2025 1000000.0 5123075.02 17.73 %
HSBC Small Cap Fund - Regular Growth 16,548 08-12-2015 08-12-2025 1000000.0 5008712.79 17.47 %
Kotak-Small Cap Fund - Growth 18,024 08-12-2015 08-12-2025 1000000.0 4693225.05 16.71 %
DSP Small Cap Fund - Regular - Growth 16,868 08-12-2015 08-12-2025 1000000.0 4563291.89 16.38 %
ICICI Prudential Smallcap Fund - Growth 8,622 08-12-2015 08-12-2025 1000000.0 4301619.43 15.69 %
Franklin India Small Cap Fund-Growth 13,790 08-12-2015 08-12-2025 1000000.0 4144999.84 15.27 %
Union Small Cap Fund - Regular Plan - Growth Option 1,790 08-12-2015 08-12-2025 1000000.0 3945000.0 14.7 %
Sundaram Small Cap Fund Regular Plan - Growth 3,496 08-12-2015 08-12-2025 1000000.0 3557490.97 13.52 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,127 08-12-2015 08-12-2025 1000000.0 3345430.89 12.82 %
NIFTY SMALLCAP 250 TRI 1000000.0 4014237.2 14.9 %
Category Average 1000000.0 4680589.234615385 16.53 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
08-12-2015
08-12-2025
1000000.0
6079041.57
AUM:68,969 Cr
Ann Rtn: 19.76%
Quant Small Cap Gr
08-12-2015
08-12-2025
1000000.0
5652118.02
AUM:30,661 Cr
Ann Rtn: 18.89%
Axis Small Cap Reg Gr
08-12-2015
08-12-2025
1000000.0
5266496.16
AUM:27,183 Cr
Ann Rtn: 18.06%
HDFC Small Cap Reg Gr
08-12-2015
08-12-2025
1000000.0
5167158.42
AUM:38,412 Cr
Ann Rtn: 17.83%
SBI Small Cap Reg Gr
08-12-2015
08-12-2025
1000000.0
5123075.02
AUM:36,945 Cr
Ann Rtn: 17.73%
HSBC Small Cap Fund Reg Growth
08-12-2015
08-12-2025
1000000.0
5008712.79
AUM:16,548 Cr
Ann Rtn: 17.47%
Kotak -Small Cap Gr
08-12-2015
08-12-2025
1000000.0
4693225.05
AUM:18,024 Cr
Ann Rtn: 16.71%
DSP Small Cap Reg Gr
08-12-2015
08-12-2025
1000000.0
4563291.89
AUM:16,868 Cr
Ann Rtn: 16.38%
ICICI Pru Small Cap Gr
08-12-2015
08-12-2025
1000000.0
4301619.43
AUM:8,622 Cr
Ann Rtn: 15.69%
Franklin India Small Cap Fund Gr
08-12-2015
08-12-2025
1000000.0
4144999.84
AUM:13,790 Cr
Ann Rtn: 15.27%
Union Small Cap Reg Gr
08-12-2015
08-12-2025
1000000.0
3945000.0
AUM:1,790 Cr
Ann Rtn: 14.7%
Sundaram Small Cap Reg Gr
08-12-2015
08-12-2025
1000000.0
3557490.97
AUM:3,496 Cr
Ann Rtn: 13.52%
ABSL Small Cap Gr
08-12-2015
08-12-2025
1000000.0
3345430.89
AUM:5,127 Cr
Ann Rtn: 12.82%

Avg Ann Compound Return: 16.53%

Nippon India Small Cap Gr Gr
08-12-2015
08-12-2025
1200000.0
7294849.89
AUM:68,969 Cr
Ann Rtn: 19.76%
Quant Small Cap Gr
08-12-2015
08-12-2025
1200000.0
6782541.62
AUM:30,661 Cr
Ann Rtn: 18.89%
Axis Small Cap Reg Gr
08-12-2015
08-12-2025
1200000.0
6319795.4
AUM:27,183 Cr
Ann Rtn: 18.06%
HDFC Small Cap Reg Gr
08-12-2015
08-12-2025
1200000.0
6200590.11
AUM:38,412 Cr
Ann Rtn: 17.83%
SBI Small Cap Reg Gr
08-12-2015
08-12-2025
1200000.0
6147690.02
AUM:36,945 Cr
Ann Rtn: 17.73%
HSBC Small Cap Fund Reg Growth
08-12-2015
08-12-2025
1200000.0
6010455.35
AUM:16,548 Cr
Ann Rtn: 17.47%
Kotak -Small Cap Gr
08-12-2015
08-12-2025
1200000.0
5631870.06
AUM:18,024 Cr
Ann Rtn: 16.71%
DSP Small Cap Reg Gr
08-12-2015
08-12-2025
1200000.0
5475950.28
AUM:16,868 Cr
Ann Rtn: 16.38%
ICICI Pru Small Cap Gr
08-12-2015
08-12-2025
1200000.0
5161943.32
AUM:8,622 Cr
Ann Rtn: 15.69%
Franklin India Small Cap Fund Gr
08-12-2015
08-12-2025
1200000.0
4973999.8
AUM:13,790 Cr
Ann Rtn: 15.27%
Union Small Cap Reg Gr
08-12-2015
08-12-2025
1200000.0
4734000.0
AUM:1,790 Cr
Ann Rtn: 14.7%
Sundaram Small Cap Reg Gr
08-12-2015
08-12-2025
1200000.0
4268989.15
AUM:3,496 Cr
Ann Rtn: 13.52%
ABSL Small Cap Gr
08-12-2015
08-12-2025
1200000.0
4014517.06
AUM:5,127 Cr
Ann Rtn: 12.82%

Average Ann Rtn: 16.53%

Nippon India Small Cap Gr Gr
08-12-2015
08-12-2025
5000000.0
3.039520788E7
AUM:68,969 Cr
Ann Rtn : 19.76%
Quant Small Cap Gr
08-12-2015
08-12-2025
5000000.0
2.826059009E7
AUM:30,661 Cr
Ann Rtn : 18.89%
Axis Small Cap Reg Gr
08-12-2015
08-12-2025
5000000.0
2.633248082E7
AUM:27,183 Cr
Ann Rtn : 18.06%
HDFC Small Cap Reg Gr
08-12-2015
08-12-2025
5000000.0
2.58357921E7
AUM:38,412 Cr
Ann Rtn : 17.83%
SBI Small Cap Reg Gr
08-12-2015
08-12-2025
5000000.0
2.561537511E7
AUM:36,945 Cr
Ann Rtn : 17.73%
HSBC Small Cap Fund Reg Growth
08-12-2015
08-12-2025
5000000.0
2.504356396E7
AUM:16,548 Cr
Ann Rtn : 17.47%
Kotak -Small Cap Gr
08-12-2015
08-12-2025
5000000.0
2.346612518E7
AUM:18,024 Cr
Ann Rtn : 16.71%
DSP Small Cap Reg Gr
08-12-2015
08-12-2025
5000000.0
2.281645947E7
AUM:16,868 Cr
Ann Rtn : 16.38%
ICICI Pru Small Cap Gr
08-12-2015
08-12-2025
5000000.0
2.150809716E7
AUM:8,622 Cr
Ann Rtn : 15.69%
Franklin India Small Cap Fund Gr
08-12-2015
08-12-2025
5000000.0
2.072499917E7
AUM:13,790 Cr
Ann Rtn : 15.27%
Union Small Cap Reg Gr
08-12-2015
08-12-2025
5000000.0
1.9725E7
AUM:1,790 Cr
Ann Rtn : 14.7%
Sundaram Small Cap Reg Gr
08-12-2015
08-12-2025
5000000.0
1.778745483E7
AUM:3,496 Cr
Ann Rtn : 13.52%
ABSL Small Cap Gr
08-12-2015
08-12-2025
5000000.0
1.672715441E7
AUM:5,127 Cr
Ann Rtn : 12.82%

Average Ann Rtn: 16.53%