SIP Performance

Data as on - 19-11-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,969 5,000 /pm 17-12-2010 19-11-2025 6263299.6 23.22 %
SBI Small Cap Fund - Regular Plan - Growth 36,945 5,000 /pm 17-12-2010 19-11-2025 5173505.94 21.05 %
DSP Small Cap Fund - Regular - Growth 16,868 5,000 /pm 17-12-2010 19-11-2025 4735010.03 20.04 %
Quant Small Cap Fund - Growth - Regular Plan 30,661 5,000 /pm 17-12-2010 19-11-2025 4389972.02 19.18 %
Franklin India Small Cap Fund-Growth 13,790 5,000 /pm 17-12-2010 19-11-2025 4349140.03 19.07 %
HDFC Small Cap Fund - Growth Option 38,412 5,000 /pm 17-12-2010 19-11-2025 4256927.31 18.83 %
Kotak-Small Cap Fund - Growth 18,024 5,000 /pm 17-12-2010 19-11-2025 4125798.38 18.47 %
Sundaram Small Cap Fund Regular Plan - Growth 3,496 5,000 /pm 17-12-2010 19-11-2025 3732673.99 17.32 %
ICICI Prudential Smallcap Fund - Growth 8,622 5,000 /pm 17-12-2010 19-11-2025 3559606.46 16.78 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,127 5,000 /pm 17-12-2010 19-11-2025 3148401.62 15.36 %
Category Average 4373433.54 18.93 %
NIFTY SMALLCAP 250 TRI 3646605.81 17.07 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
17-12-2010
19-11-2025
900000.0
6263299.6
AUM:68,969 Cr
Ann Rtn: 23.22%
SBI Small Cap Reg Gr
17-12-2010
19-11-2025
900000.0
5173505.94
AUM:36,945 Cr
Ann Rtn: 21.05%
DSP Small Cap Reg Gr
17-12-2010
19-11-2025
900000.0
4735010.03
AUM:16,868 Cr
Ann Rtn: 20.04%
Quant Small Cap Gr
17-12-2010
19-11-2025
900000.0
4389972.02
AUM:30,661 Cr
Ann Rtn: 19.18%
Franklin India Small Cap Fund Gr
17-12-2010
19-11-2025
900000.0
4349140.03
AUM:13,790 Cr
Ann Rtn: 19.07%
HDFC Small Cap Reg Gr
17-12-2010
19-11-2025
900000.0
4256927.31
AUM:38,412 Cr
Ann Rtn: 18.83%
Kotak -Small Cap Gr
17-12-2010
19-11-2025
900000.0
4125798.38
AUM:18,024 Cr
Ann Rtn: 18.47%
Sundaram Small Cap Reg Gr
17-12-2010
19-11-2025
900000.0
3732673.99
AUM:3,496 Cr
Ann Rtn: 17.32%
ICICI Pru Small Cap Gr
17-12-2010
19-11-2025
900000.0
3559606.46
AUM:8,622 Cr
Ann Rtn: 16.78%
ABSL Small Cap Gr
17-12-2010
19-11-2025
900000.0
3148401.62
AUM:5,127 Cr
Ann Rtn: 15.36%

Avg Ann Compound Return: 18.93 %