SIP Performance

Data as on - 10-02-2026
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 10-03-2011 10-02-2026 5851765.54 22.46 %
SBI Small Cap Fund - Regular Plan - Growth 36,268 5,000 /pm 10-03-2011 10-02-2026 4774166.07 20.15 %
DSP Small Cap Fund - Regular - Growth 16,935 5,000 /pm 10-03-2011 10-02-2026 4552676.23 19.6 %
Quant Small Cap Fund - Growth - Regular Plan 29,375 5,000 /pm 10-03-2011 10-02-2026 4058666.04 18.29 %
Franklin India Small Cap Fund-Growth 13,238 5,000 /pm 10-03-2011 10-02-2026 4050727.89 18.27 %
HDFC Small Cap Fund - Growth Option 37,753 5,000 /pm 10-03-2011 10-02-2026 4006554.57 18.14 %
Kotak-Small Cap Fund - Growth 17,258 5,000 /pm 10-03-2011 10-02-2026 3898458.66 17.83 %
Sundaram Small Cap Fund Regular Plan - Growth 3,401 5,000 /pm 10-03-2011 10-02-2026 3597996.28 16.91 %
ICICI Prudential Smallcap Fund - Growth 8,428 5,000 /pm 10-03-2011 10-02-2026 3426197.4 16.34 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,938 5,000 /pm 10-03-2011 10-02-2026 3019544.52 14.88 %
Category Average 4123675.32 18.29 %
NIFTY SMALLCAP 250 TRI 3421413.76 16.33 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
10-03-2011
10-02-2026
900000.0
5851765.54
AUM:68,287 Cr
Ann Rtn: 22.46%
SBI Small Cap Reg Gr
10-03-2011
10-02-2026
900000.0
4774166.07
AUM:36,268 Cr
Ann Rtn: 20.15%
DSP Small Cap Reg Gr
10-03-2011
10-02-2026
900000.0
4552676.23
AUM:16,935 Cr
Ann Rtn: 19.6%
Quant Small Cap Gr
10-03-2011
10-02-2026
900000.0
4058666.04
AUM:29,375 Cr
Ann Rtn: 18.29%
Franklin India Small Cap Fund Gr
10-03-2011
10-02-2026
900000.0
4050727.89
AUM:13,238 Cr
Ann Rtn: 18.27%
HDFC Small Cap Reg Gr
10-03-2011
10-02-2026
900000.0
4006554.57
AUM:37,753 Cr
Ann Rtn: 18.14%
Kotak -Small Cap Gr
10-03-2011
10-02-2026
900000.0
3898458.66
AUM:17,258 Cr
Ann Rtn: 17.83%
Sundaram Small Cap Reg Gr
10-03-2011
10-02-2026
900000.0
3597996.28
AUM:3,401 Cr
Ann Rtn: 16.91%
ICICI Pru Small Cap Gr
10-03-2011
10-02-2026
900000.0
3426197.4
AUM:8,428 Cr
Ann Rtn: 16.34%
ABSL Small Cap Gr
10-03-2011
10-02-2026
900000.0
3019544.52
AUM:4,938 Cr
Ann Rtn: 14.88%

Avg Ann Compound Return: 18.29 %