SIP Performance

Data as on - 10-12-2025
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 10-01-2011 10-12-2025 5931902.88 22.62 %
SBI Small Cap Fund - Regular Plan - Growth 36,945 5,000 /pm 10-01-2011 10-12-2025 4972952.22 20.62 %
DSP Small Cap Fund - Regular - Growth 16,868 5,000 /pm 10-01-2011 10-12-2025 4554651.56 19.61 %
Quant Small Cap Fund - Growth - Regular Plan 30,661 5,000 /pm 10-01-2011 10-12-2025 4189037.79 18.66 %
Franklin India Small Cap Fund-Growth 13,790 5,000 /pm 10-01-2011 10-12-2025 4077867.6 18.35 %
HDFC Small Cap Fund - Growth Option 38,412 5,000 /pm 10-01-2011 10-12-2025 4065969.06 18.32 %
Kotak-Small Cap Fund - Growth 18,024 5,000 /pm 10-01-2011 10-12-2025 3978778.56 18.07 %
Sundaram Small Cap Fund Regular Plan - Growth 3,496 5,000 /pm 10-01-2011 10-12-2025 3565725.43 16.81 %
ICICI Prudential Smallcap Fund - Growth 8,622 5,000 /pm 10-01-2011 10-12-2025 3459201.78 16.46 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,127 5,000 /pm 10-01-2011 10-12-2025 2982415.8 14.74 %
Category Average 4177850.27 18.43 %
NIFTY SMALLCAP 250 TRI 3469084.81 16.5 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
10-01-2011
10-12-2025
900000.0
5931902.88
AUM:68,969 Cr
Ann Rtn: 22.62%
SBI Small Cap Reg Gr
10-01-2011
10-12-2025
900000.0
4972952.22
AUM:36,945 Cr
Ann Rtn: 20.62%
DSP Small Cap Reg Gr
10-01-2011
10-12-2025
900000.0
4554651.56
AUM:16,868 Cr
Ann Rtn: 19.61%
Quant Small Cap Gr
10-01-2011
10-12-2025
900000.0
4189037.79
AUM:30,661 Cr
Ann Rtn: 18.66%
Franklin India Small Cap Fund Gr
10-01-2011
10-12-2025
900000.0
4077867.6
AUM:13,790 Cr
Ann Rtn: 18.35%
HDFC Small Cap Reg Gr
10-01-2011
10-12-2025
900000.0
4065969.06
AUM:38,412 Cr
Ann Rtn: 18.32%
Kotak -Small Cap Gr
10-01-2011
10-12-2025
900000.0
3978778.56
AUM:18,024 Cr
Ann Rtn: 18.07%
Sundaram Small Cap Reg Gr
10-01-2011
10-12-2025
900000.0
3565725.43
AUM:3,496 Cr
Ann Rtn: 16.81%
ICICI Pru Small Cap Gr
10-01-2011
10-12-2025
900000.0
3459201.78
AUM:8,622 Cr
Ann Rtn: 16.46%
ABSL Small Cap Gr
10-01-2011
10-12-2025
900000.0
2982415.8
AUM:5,127 Cr
Ann Rtn: 14.74%

Avg Ann Compound Return: 18.43 %