SIP Performance

Data as on - 28-08-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 65,922 5,000 /pm 28-09-2010 28-08-2025 6290137.02 23.29 %
SBI Small Cap Fund - Regular Plan - Growth 35,563 5,000 /pm 28-09-2010 28-08-2025 5307848.84 21.36 %
DSP Small Cap Fund - Regular - Growth 17,005 5,000 /pm 28-09-2010 28-08-2025 4815327.65 20.25 %
Franklin India Small Cap Fund-Growth 13,825 5,000 /pm 28-09-2010 28-08-2025 4349075.03 19.09 %
Quant Small Cap Fund - Growth - Regular Plan 29,688 5,000 /pm 28-09-2010 28-08-2025 4312700.74 18.99 %
HDFC Small Cap Fund - Growth Option 36,353 5,000 /pm 28-09-2010 28-08-2025 4279371.28 18.9 %
Kotak-Small Cap Fund - Growth 17,903 5,000 /pm 28-09-2010 28-08-2025 4276362.47 18.9 %
ICICI Prudential Smallcap Fund - Growth 8,498 5,000 /pm 28-09-2010 28-08-2025 3653497.0 17.09 %
Sundaram Small Cap Fund Regular Plan - Growth 3,394 5,000 /pm 28-09-2010 28-08-2025 3625674.95 17.0 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,011 5,000 /pm 28-09-2010 28-08-2025 3050876.85 15.01 %
Category Average 4396087.18 18.99 %
NIFTY SMALLCAP 250 TRI 3646433.94 17.07 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
28-09-2010
28-08-2025
900000.0
6290137.02
AUM:65,922 Cr
Ann Rtn: 23.29%
SBI Small Cap Reg Gr
28-09-2010
28-08-2025
900000.0
5307848.84
AUM:35,563 Cr
Ann Rtn: 21.36%
DSP Small Cap Reg Gr
28-09-2010
28-08-2025
900000.0
4815327.65
AUM:17,005 Cr
Ann Rtn: 20.25%
Franklin India Small Cap Fund Gr
28-09-2010
28-08-2025
900000.0
4349075.03
AUM:13,825 Cr
Ann Rtn: 19.09%
Quant Small Cap Gr
28-09-2010
28-08-2025
900000.0
4312700.74
AUM:29,688 Cr
Ann Rtn: 18.99%
HDFC Small Cap Reg Gr
28-09-2010
28-08-2025
900000.0
4279371.28
AUM:36,353 Cr
Ann Rtn: 18.9%
Kotak -Small Cap Gr
28-09-2010
28-08-2025
900000.0
4276362.47
AUM:17,903 Cr
Ann Rtn: 18.9%
ICICI Pru Small Cap Gr
28-09-2010
28-08-2025
900000.0
3653497.0
AUM:8,498 Cr
Ann Rtn: 17.09%
Sundaram Small Cap Reg Gr
28-09-2010
28-08-2025
900000.0
3625674.95
AUM:3,394 Cr
Ann Rtn: 17.0%
ABSL Small Cap Gr
28-09-2010
28-08-2025
900000.0
3050876.85
AUM:5,011 Cr
Ann Rtn: 15.01%

Avg Ann Compound Return: 18.99 %