SIP Performance

Data as on - 18-05-2026
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 72,673 5,000 /pm 17-06-2011 18-05-2026 5753237.74 22.28 %
SBI Small Cap Fund - Regular Plan - Growth 37,141 5,000 /pm 17-06-2011 18-05-2026 4536719.19 19.57 %
DSP Small Cap Fund - Regular - Growth 17,906 5,000 /pm 17-06-2011 18-05-2026 4407260.01 19.24 %
Quant Small Cap Fund - Growth - Regular Plan 30,361 5,000 /pm 17-06-2011 18-05-2026 4152787.71 18.56 %
Franklin India Small Cap Fund-Growth 13,850 5,000 /pm 17-06-2011 18-05-2026 3902429.19 17.85 %
Kotak-Small Cap Fund - Growth 17,416 5,000 /pm 17-06-2011 18-05-2026 3797800.79 17.54 %
HDFC Small Cap Fund - Growth Option 38,168 5,000 /pm 17-06-2011 18-05-2026 3665461.36 17.13 %
Sundaram Small Cap Fund Regular Plan - Growth 3,563 5,000 /pm 17-06-2011 18-05-2026 3564613.25 16.81 %
ICICI Prudential Smallcap Fund - Growth 8,741 5,000 /pm 17-06-2011 18-05-2026 3241141.99 15.71 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,254 5,000 /pm 17-06-2011 18-05-2026 3003241.05 14.83 %
Category Average 4002469.23 17.95 %
NIFTY SMALLCAP 250 TRI 3416112.83 16.33 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
17-06-2011
18-05-2026
900000.0
5753237.74
AUM: 72,673 Cr
Ann Rtn: 22.28%
SBI Small Cap Reg Gr
17-06-2011
18-05-2026
900000.0
4536719.19
AUM: 37,141 Cr
Ann Rtn: 19.57%
DSP Small Cap Reg Gr
17-06-2011
18-05-2026
900000.0
4407260.01
AUM: 17,906 Cr
Ann Rtn: 19.24%
Quant Small Cap Gr
17-06-2011
18-05-2026
900000.0
4152787.71
AUM: 30,361 Cr
Ann Rtn: 18.56%
Franklin India Small Cap Fund Gr
17-06-2011
18-05-2026
900000.0
3902429.19
AUM: 13,850 Cr
Ann Rtn: 17.85%
Kotak -Small Cap Gr
17-06-2011
18-05-2026
900000.0
3797800.79
AUM: 17,416 Cr
Ann Rtn: 17.54%
HDFC Small Cap Reg Gr
17-06-2011
18-05-2026
900000.0
3665461.36
AUM: 38,168 Cr
Ann Rtn: 17.13%
Sundaram Small Cap Reg Gr
17-06-2011
18-05-2026
900000.0
3564613.25
AUM: 3,563 Cr
Ann Rtn: 16.81%
ICICI Pru Small Cap Gr
17-06-2011
18-05-2026
900000.0
3241141.99
AUM: 8,741 Cr
Ann Rtn: 15.71%
ABSL Small Cap Gr
17-06-2011
18-05-2026
900000.0
3003241.05
AUM: 5,254 Cr
Ann Rtn: 14.83%

Avg Ann Compound Return: 17.95 %