SIP Performance

Data as on - 20-01-2026
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,287 5,000 /pm 18-02-2011 20-01-2026 5612284.17 21.98 %
SBI Small Cap Fund - Regular Plan - Growth 36,268 5,000 /pm 18-02-2011 20-01-2026 4657238.33 19.85 %
DSP Small Cap Fund - Regular - Growth 16,935 5,000 /pm 18-02-2011 20-01-2026 4312083.14 18.98 %
Quant Small Cap Fund - Growth - Regular Plan 29,375 5,000 /pm 18-02-2011 20-01-2026 3904639.44 17.84 %
Franklin India Small Cap Fund-Growth 13,238 5,000 /pm 18-02-2011 20-01-2026 3878385.55 17.76 %
HDFC Small Cap Fund - Growth Option 37,753 5,000 /pm 18-02-2011 20-01-2026 3844405.88 17.66 %
Kotak-Small Cap Fund - Growth 17,258 5,000 /pm 18-02-2011 20-01-2026 3710487.57 17.25 %
Sundaram Small Cap Fund Regular Plan - Growth 3,401 5,000 /pm 18-02-2011 20-01-2026 3430831.64 16.35 %
ICICI Prudential Smallcap Fund - Growth 8,428 5,000 /pm 18-02-2011 20-01-2026 3283711.68 15.85 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,938 5,000 /pm 18-02-2011 20-01-2026 2832962.07 14.14 %
Category Average 3946702.95 17.77 %
NIFTY SMALLCAP 250 TRI 3300210.93 15.91 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
18-02-2011
20-01-2026
900000.0
5612284.17
AUM:68,287 Cr
Ann Rtn: 21.98%
SBI Small Cap Reg Gr
18-02-2011
20-01-2026
900000.0
4657238.33
AUM:36,268 Cr
Ann Rtn: 19.85%
DSP Small Cap Reg Gr
18-02-2011
20-01-2026
900000.0
4312083.14
AUM:16,935 Cr
Ann Rtn: 18.98%
Quant Small Cap Gr
18-02-2011
20-01-2026
900000.0
3904639.44
AUM:29,375 Cr
Ann Rtn: 17.84%
Franklin India Small Cap Fund Gr
18-02-2011
20-01-2026
900000.0
3878385.55
AUM:13,238 Cr
Ann Rtn: 17.76%
HDFC Small Cap Reg Gr
18-02-2011
20-01-2026
900000.0
3844405.88
AUM:37,753 Cr
Ann Rtn: 17.66%
Kotak -Small Cap Gr
18-02-2011
20-01-2026
900000.0
3710487.57
AUM:17,258 Cr
Ann Rtn: 17.25%
Sundaram Small Cap Reg Gr
18-02-2011
20-01-2026
900000.0
3430831.64
AUM:3,401 Cr
Ann Rtn: 16.35%
ICICI Pru Small Cap Gr
18-02-2011
20-01-2026
900000.0
3283711.68
AUM:8,428 Cr
Ann Rtn: 15.85%
ABSL Small Cap Gr
18-02-2011
20-01-2026
900000.0
2832962.07
AUM:4,938 Cr
Ann Rtn: 14.14%

Avg Ann Compound Return: 17.77 %