SIP Performance

Data as on - 04-04-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 28,453 5,000 /pm 04-05-2010 04-04-2025 5131402.23 20.98 %
DSP Small Cap Fund - Regular - Growth 13,277 5,000 /pm 04-05-2010 04-04-2025 4325415.2 19.03 %
Franklin India Smaller Companies Fund-Growth 11,257 5,000 /pm 04-05-2010 04-04-2025 4135838.81 18.51 %
Quant Small Cap Fund - Growth - Regular Plan 23,269 5,000 /pm 04-05-2010 04-04-2025 4093621.72 18.4 %
Kotak-Small Cap Fund - Growth 14,407 5,000 /pm 04-05-2010 04-04-2025 4016939.21 18.18 %
HDFC Small Cap Fund - Growth Option 28,120 5,000 /pm 04-05-2010 04-04-2025 3797767.84 17.54 %
ICICI Prudential Smallcap Fund - Growth 6,912 5,000 /pm 04-05-2010 04-04-2025 3349487.64 16.09 %
Sundaram Small Cap Fund Regular Plan - Growth 2,763 5,000 /pm 04-05-2010 04-04-2025 3309046.62 15.95 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,054 5,000 /pm 04-05-2010 04-04-2025 2836016.46 14.16 %
Category Average 3888392.86 17.65 %
NIFTY SMALLCAP 250 TRI 3339008.67 16.05 %

*Compound annual growth rate

SBI Small Cap Reg Gr
04-05-2010
04-04-2025
900000.0
5131402.23
AUM:28,453 Cr
Ann Rtn: 20.98%
DSP Small Cap Reg Gr
04-05-2010
04-04-2025
900000.0
4325415.2
AUM:13,277 Cr
Ann Rtn: 19.03%
Franklin India Smaller Companies Gr
04-05-2010
04-04-2025
900000.0
4135838.81
AUM:11,257 Cr
Ann Rtn: 18.51%
Quant Small Cap Gr
04-05-2010
04-04-2025
900000.0
4093621.72
AUM:23,269 Cr
Ann Rtn: 18.4%
Kotak -Small Cap Gr
04-05-2010
04-04-2025
900000.0
4016939.21
AUM:14,407 Cr
Ann Rtn: 18.18%
HDFC Small Cap Reg Gr
04-05-2010
04-04-2025
900000.0
3797767.84
AUM:28,120 Cr
Ann Rtn: 17.54%
ICICI Pru Small Cap Gr
04-05-2010
04-04-2025
900000.0
3349487.64
AUM:6,912 Cr
Ann Rtn: 16.09%
Sundaram Small Cap Reg Gr
04-05-2010
04-04-2025
900000.0
3309046.62
AUM:2,763 Cr
Ann Rtn: 15.95%
ABSL Small Cap Gr
04-05-2010
04-04-2025
900000.0
2836016.46
AUM:4,054 Cr
Ann Rtn: 14.16%

Avg Ann Compound Return: 17.65 %