SIP Performance

Data as on - 28-10-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 66,136 5,000 /pm 26-11-2010 28-10-2025 6385176.14 23.45 %
SBI Small Cap Fund - Regular Plan - Growth 35,585 5,000 /pm 26-11-2010 28-10-2025 5354758.67 21.45 %
DSP Small Cap Fund - Regular - Growth 16,496 5,000 /pm 26-11-2010 28-10-2025 4761034.86 20.11 %
Quant Small Cap Fund - Growth - Regular Plan 29,328 5,000 /pm 26-11-2010 28-10-2025 4456545.92 19.36 %
Franklin India Small Cap Fund-Growth 13,266 5,000 /pm 26-11-2010 28-10-2025 4425008.22 19.28 %
HDFC Small Cap Fund - Growth Option 36,828 5,000 /pm 26-11-2010 28-10-2025 4352759.71 19.09 %
Kotak-Small Cap Fund - Growth 17,480 5,000 /pm 26-11-2010 28-10-2025 4285670.66 18.91 %
Sundaram Small Cap Fund Regular Plan - Growth 3,341 5,000 /pm 26-11-2010 28-10-2025 3787747.76 17.5 %
ICICI Prudential Smallcap Fund - Growth 8,449 5,000 /pm 26-11-2010 28-10-2025 3653246.89 17.08 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,882 5,000 /pm 26-11-2010 28-10-2025 3170404.41 15.45 %
Category Average 4463235.32 19.17 %
NIFTY SMALLCAP 250 TRI 3777274.0 17.46 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
26-11-2010
28-10-2025
900000.0
6385176.14
AUM:66,136 Cr
Ann Rtn: 23.45%
SBI Small Cap Reg Gr
26-11-2010
28-10-2025
900000.0
5354758.67
AUM:35,585 Cr
Ann Rtn: 21.45%
DSP Small Cap Reg Gr
26-11-2010
28-10-2025
900000.0
4761034.86
AUM:16,496 Cr
Ann Rtn: 20.11%
Quant Small Cap Gr
26-11-2010
28-10-2025
900000.0
4456545.92
AUM:29,328 Cr
Ann Rtn: 19.36%
Franklin India Small Cap Fund Gr
26-11-2010
28-10-2025
900000.0
4425008.22
AUM:13,266 Cr
Ann Rtn: 19.28%
HDFC Small Cap Reg Gr
26-11-2010
28-10-2025
900000.0
4352759.71
AUM:36,828 Cr
Ann Rtn: 19.09%
Kotak -Small Cap Gr
26-11-2010
28-10-2025
900000.0
4285670.66
AUM:17,480 Cr
Ann Rtn: 18.91%
Sundaram Small Cap Reg Gr
26-11-2010
28-10-2025
900000.0
3787747.76
AUM:3,341 Cr
Ann Rtn: 17.5%
ICICI Pru Small Cap Gr
26-11-2010
28-10-2025
900000.0
3653246.89
AUM:8,449 Cr
Ann Rtn: 17.08%
ABSL Small Cap Gr
26-11-2010
28-10-2025
900000.0
3170404.41
AUM:4,882 Cr
Ann Rtn: 15.45%

Avg Ann Compound Return: 19.17 %