SIP Performance
Data as on - 27-12-2024
| Scheme Name | AUM (Cr) | SIP Amount | From | To | Current Value | CAGR (%) | Cash Flow |
|---|---|---|---|---|---|---|---|
| SBI Small Cap Fund - Regular Plan - Growth | 33,290 | 5,000 /pm | 27-01-2010 | 27-12-2024 | 6183857.55 | 23.09 % | |
| DSP Small Cap Fund - Regular - Growth | 16,308 | 5,000 /pm | 27-01-2010 | 27-12-2024 | 5500232.16 | 21.76 % | |
| Franklin India Smaller Companies Fund-Growth | 14,045 | 5,000 /pm | 27-01-2010 | 27-12-2024 | 5212475.18 | 21.15 % | |
| Kotak-Small Cap Fund - Growth | 17,735 | 5,000 /pm | 27-01-2010 | 27-12-2024 | 5047474.95 | 20.78 % | |
| Quant Small Cap Fund - Growth - Regular Plan | 26,918 | 5,000 /pm | 27-01-2010 | 27-12-2024 | 4853829.89 | 20.34 % | |
| HDFC Small Cap Fund - Growth Option | 33,841 | 5,000 /pm | 27-01-2010 | 27-12-2024 | 4625414.04 | 19.79 % | |
| Sundaram Small Cap Fund Regular Plan - Growth | 3,425 | 5,000 /pm | 27-01-2010 | 27-12-2024 | 4023227.41 | 18.19 % | |
| ICICI Prudential Smallcap Fund - Growth | 8,377 | 5,000 /pm | 27-01-2010 | 27-12-2024 | 3948985.2 | 17.98 % | |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 5,161 | 5,000 /pm | 27-01-2010 | 27-12-2024 | 3511008.94 | 16.63 % | |
| Category Average | 4767389.48 | 19.97 % | |||||
| NIFTY SMALLCAP 250 TRI | 4148778.37 | 18.55 % | |||||
*Compound annual growth rate
