SIP Performance

Data as on - 25-04-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 30,829 5,000 /pm 25-05-2010 25-04-2025 5346774.79 21.44 %
DSP Small Cap Fund - Regular - Growth 14,269 5,000 /pm 25-05-2010 25-04-2025 4467129.48 19.4 %
Franklin India Smaller Companies Fund-Growth 11,970 5,000 /pm 25-05-2010 25-04-2025 4374208.95 19.16 %
Quant Small Cap Fund - Growth - Regular Plan 25,072 5,000 /pm 25-05-2010 25-04-2025 4278905.43 18.9 %
Kotak-Small Cap Fund - Growth 15,706 5,000 /pm 25-05-2010 25-04-2025 4175427.64 18.62 %
HDFC Small Cap Fund - Growth Option 30,223 5,000 /pm 25-05-2010 25-04-2025 3971900.14 18.05 %
Sundaram Small Cap Fund Regular Plan - Growth 2,956 5,000 /pm 25-05-2010 25-04-2025 3518719.51 16.66 %
ICICI Prudential Smallcap Fund - Growth 7,392 5,000 /pm 25-05-2010 25-04-2025 3502492.95 16.61 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,416 5,000 /pm 25-05-2010 25-04-2025 2986441.56 14.76 %
Category Average 4069111.16 18.18 %
NIFTY SMALLCAP 250 TRI 3613980.68 16.97 %

*Compound annual growth rate

SBI Small Cap Reg Gr
25-05-2010
25-04-2025
900000.0
5346774.79
AUM:30,829 Cr
Ann Rtn: 21.44%
DSP Small Cap Reg Gr
25-05-2010
25-04-2025
900000.0
4467129.48
AUM:14,269 Cr
Ann Rtn: 19.4%
Franklin India Smaller Companies Gr
25-05-2010
25-04-2025
900000.0
4374208.95
AUM:11,970 Cr
Ann Rtn: 19.16%
Quant Small Cap Gr
25-05-2010
25-04-2025
900000.0
4278905.43
AUM:25,072 Cr
Ann Rtn: 18.9%
Kotak -Small Cap Gr
25-05-2010
25-04-2025
900000.0
4175427.64
AUM:15,706 Cr
Ann Rtn: 18.62%
HDFC Small Cap Reg Gr
25-05-2010
25-04-2025
900000.0
3971900.14
AUM:30,223 Cr
Ann Rtn: 18.05%
Sundaram Small Cap Reg Gr
25-05-2010
25-04-2025
900000.0
3518719.51
AUM:2,956 Cr
Ann Rtn: 16.66%
ICICI Pru Small Cap Gr
25-05-2010
25-04-2025
900000.0
3502492.95
AUM:7,392 Cr
Ann Rtn: 16.61%
ABSL Small Cap Gr
25-05-2010
25-04-2025
900000.0
2986441.56
AUM:4,416 Cr
Ann Rtn: 14.76%

Avg Ann Compound Return: 18.18 %