One Time/Lumpsum Performance

Data as on - 23-04-2025
Scheme Name AUM(Cr) From To Invested Amount Current Value Ann Rtn(%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 55,480 23-04-2015 23-04-2025 1000000.0 6467074.45 20.5 %
Quant Small Cap Fund - Growth - Regular Plan 25,072 23-04-2015 23-04-2025 1000000.0 5689520.19 18.97 %
SBI Small Cap Fund - Regular Plan - Growth 30,829 23-04-2015 23-04-2025 1000000.0 5410420.85 18.38 %
HSBC Small Cap Fund - Regular Growth 14,493 23-04-2015 23-04-2025 1000000.0 5268349.87 18.06 %
Axis Small Cap Fund - Regular Plan - Growth 22,736 23-04-2015 23-04-2025 1000000.0 5152577.32 17.8 %
HDFC Small Cap Fund - Growth Option 30,223 23-04-2015 23-04-2025 1000000.0 4822704.52 17.02 %
Kotak-Small Cap Fund - Growth 15,706 23-04-2015 23-04-2025 1000000.0 4803592.47 16.98 %
DSP Small Cap Fund - Regular - Growth 14,269 23-04-2015 23-04-2025 1000000.0 4306056.01 15.71 %
Franklin India Smaller Companies Fund-Growth 11,970 23-04-2015 23-04-2025 1000000.0 4214020.53 15.46 %
ICICI Prudential Smallcap Fund - Growth 7,392 23-04-2015 23-04-2025 1000000.0 3792097.83 14.25 %
Union Small Cap Fund - Regular Plan - Growth Option 1,444 23-04-2015 23-04-2025 1000000.0 3567307.69 13.55 %
Sundaram Small Cap Fund Regular Plan - Growth 2,956 23-04-2015 23-04-2025 1000000.0 3368546.31 12.9 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,416 23-04-2015 23-04-2025 1000000.0 3311474.18 12.71 %
NIFTY SMALLCAP 250 TRI 1000000.0 3946679.96 14.71 %
Category Average 1000000.0 4628749.401538461 16.33 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
23-04-2015
23-04-2025
1000000.0
6467074.45
AUM:55,480 Cr
Ann Rtn: 20.5%
Quant Small Cap Gr
23-04-2015
23-04-2025
1000000.0
5689520.19
AUM:25,072 Cr
Ann Rtn: 18.97%
SBI Small Cap Reg Gr
23-04-2015
23-04-2025
1000000.0
5410420.85
AUM:30,829 Cr
Ann Rtn: 18.38%
HSBC Small Cap Fund Reg Growth
23-04-2015
23-04-2025
1000000.0
5268349.87
AUM:14,493 Cr
Ann Rtn: 18.06%
Axis Small Cap Reg Gr
23-04-2015
23-04-2025
1000000.0
5152577.32
AUM:22,736 Cr
Ann Rtn: 17.8%
HDFC Small Cap Reg Gr
23-04-2015
23-04-2025
1000000.0
4822704.52
AUM:30,223 Cr
Ann Rtn: 17.02%
Kotak -Small Cap Gr
23-04-2015
23-04-2025
1000000.0
4803592.47
AUM:15,706 Cr
Ann Rtn: 16.98%
DSP Small Cap Reg Gr
23-04-2015
23-04-2025
1000000.0
4306056.01
AUM:14,269 Cr
Ann Rtn: 15.71%
Franklin India Smaller Companies Gr
23-04-2015
23-04-2025
1000000.0
4214020.53
AUM:11,970 Cr
Ann Rtn: 15.46%
ICICI Pru Small Cap Gr
23-04-2015
23-04-2025
1000000.0
3792097.83
AUM:7,392 Cr
Ann Rtn: 14.25%
Union Small Cap Reg Gr
23-04-2015
23-04-2025
1000000.0
3567307.69
AUM:1,444 Cr
Ann Rtn: 13.55%
Sundaram Small Cap Reg Gr
23-04-2015
23-04-2025
1000000.0
3368546.31
AUM:2,956 Cr
Ann Rtn: 12.9%
ABSL Small Cap Gr
23-04-2015
23-04-2025
1000000.0
3311474.18
AUM:4,416 Cr
Ann Rtn: 12.71%

Avg Ann Compound Return: 16.33%

Nippon India Small Cap Gr Gr
23-04-2015
23-04-2025
1200000.0
7760489.34
AUM:55,480 Cr
Ann Rtn: 20.5%
Quant Small Cap Gr
23-04-2015
23-04-2025
1200000.0
6827424.24
AUM:25,072 Cr
Ann Rtn: 18.97%
SBI Small Cap Reg Gr
23-04-2015
23-04-2025
1200000.0
6492505.03
AUM:30,829 Cr
Ann Rtn: 18.38%
HSBC Small Cap Fund Reg Growth
23-04-2015
23-04-2025
1200000.0
6322019.84
AUM:14,493 Cr
Ann Rtn: 18.06%
Axis Small Cap Reg Gr
23-04-2015
23-04-2025
1200000.0
6183092.78
AUM:22,736 Cr
Ann Rtn: 17.8%
HDFC Small Cap Reg Gr
23-04-2015
23-04-2025
1200000.0
5787245.42
AUM:30,223 Cr
Ann Rtn: 17.02%
Kotak -Small Cap Gr
23-04-2015
23-04-2025
1200000.0
5764310.95
AUM:15,706 Cr
Ann Rtn: 16.98%
DSP Small Cap Reg Gr
23-04-2015
23-04-2025
1200000.0
5167267.2
AUM:14,269 Cr
Ann Rtn: 15.71%
Franklin India Smaller Companies Gr
23-04-2015
23-04-2025
1200000.0
5056824.62
AUM:11,970 Cr
Ann Rtn: 15.46%
ICICI Pru Small Cap Gr
23-04-2015
23-04-2025
1200000.0
4550517.4
AUM:7,392 Cr
Ann Rtn: 14.25%
Union Small Cap Reg Gr
23-04-2015
23-04-2025
1200000.0
4280769.23
AUM:1,444 Cr
Ann Rtn: 13.55%
Sundaram Small Cap Reg Gr
23-04-2015
23-04-2025
1200000.0
4042255.55
AUM:2,956 Cr
Ann Rtn: 12.9%
ABSL Small Cap Gr
23-04-2015
23-04-2025
1200000.0
3973769.02
AUM:4,416 Cr
Ann Rtn: 12.71%

Average Ann Rtn: 16.33%

Nippon India Small Cap Gr Gr
23-04-2015
23-04-2025
5000000.0
3.233537225E7
AUM:55,480 Cr
Ann Rtn : 20.5%
Quant Small Cap Gr
23-04-2015
23-04-2025
5000000.0
2.844760096E7
AUM:25,072 Cr
Ann Rtn : 18.97%
SBI Small Cap Reg Gr
23-04-2015
23-04-2025
5000000.0
2.705210428E7
AUM:30,829 Cr
Ann Rtn : 18.38%
HSBC Small Cap Fund Reg Growth
23-04-2015
23-04-2025
5000000.0
2.634174933E7
AUM:14,493 Cr
Ann Rtn : 18.06%
Axis Small Cap Reg Gr
23-04-2015
23-04-2025
5000000.0
2.57628866E7
AUM:22,736 Cr
Ann Rtn : 17.8%
HDFC Small Cap Reg Gr
23-04-2015
23-04-2025
5000000.0
2.41135226E7
AUM:30,223 Cr
Ann Rtn : 17.02%
Kotak -Small Cap Gr
23-04-2015
23-04-2025
5000000.0
2.401796231E7
AUM:15,706 Cr
Ann Rtn : 16.98%
DSP Small Cap Reg Gr
23-04-2015
23-04-2025
5000000.0
2.153028004E7
AUM:14,269 Cr
Ann Rtn : 15.71%
Franklin India Smaller Companies Gr
23-04-2015
23-04-2025
5000000.0
2.107010262E7
AUM:11,970 Cr
Ann Rtn : 15.46%
ICICI Pru Small Cap Gr
23-04-2015
23-04-2025
5000000.0
1.896048918E7
AUM:7,392 Cr
Ann Rtn : 14.25%
Union Small Cap Reg Gr
23-04-2015
23-04-2025
5000000.0
1.783653846E7
AUM:1,444 Cr
Ann Rtn : 13.55%
Sundaram Small Cap Reg Gr
23-04-2015
23-04-2025
5000000.0
1.684273151E7
AUM:2,956 Cr
Ann Rtn : 12.9%
ABSL Small Cap Gr
23-04-2015
23-04-2025
5000000.0
1.65573709E7
AUM:4,416 Cr
Ann Rtn : 12.71%

Average Ann Rtn: 16.33%