SIP Performance

Data as on - 10-11-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 66,136 5,000 /pm 10-12-2010 10-11-2025 6213039.74 23.14 %
SBI Small Cap Fund - Regular Plan - Growth 35,585 5,000 /pm 10-12-2010 10-11-2025 5171440.16 21.06 %
DSP Small Cap Fund - Regular - Growth 16,496 5,000 /pm 10-12-2010 10-11-2025 4707864.2 19.99 %
Quant Small Cap Fund - Growth - Regular Plan 29,328 5,000 /pm 10-12-2010 10-11-2025 4371241.79 19.14 %
Franklin India Small Cap Fund-Growth 13,266 5,000 /pm 10-12-2010 10-11-2025 4319016.08 19.01 %
HDFC Small Cap Fund - Growth Option 36,828 5,000 /pm 10-12-2010 10-11-2025 4260095.02 18.85 %
Kotak-Small Cap Fund - Growth 17,480 5,000 /pm 10-12-2010 10-11-2025 4171686.22 18.61 %
Sundaram Small Cap Fund Regular Plan - Growth 3,341 5,000 /pm 10-12-2010 10-11-2025 3715462.07 17.28 %
ICICI Prudential Smallcap Fund - Growth 8,449 5,000 /pm 10-12-2010 10-11-2025 3559792.54 16.79 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,882 5,000 /pm 10-12-2010 10-11-2025 3149492.33 15.37 %
Category Average 4363913.01 18.92 %
NIFTY SMALLCAP 250 TRI 3654563.37 17.09 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
10-12-2010
10-11-2025
900000.0
6213039.74
AUM:66,136 Cr
Ann Rtn: 23.14%
SBI Small Cap Reg Gr
10-12-2010
10-11-2025
900000.0
5171440.16
AUM:35,585 Cr
Ann Rtn: 21.06%
DSP Small Cap Reg Gr
10-12-2010
10-11-2025
900000.0
4707864.2
AUM:16,496 Cr
Ann Rtn: 19.99%
Quant Small Cap Gr
10-12-2010
10-11-2025
900000.0
4371241.79
AUM:29,328 Cr
Ann Rtn: 19.14%
Franklin India Small Cap Fund Gr
10-12-2010
10-11-2025
900000.0
4319016.08
AUM:13,266 Cr
Ann Rtn: 19.01%
HDFC Small Cap Reg Gr
10-12-2010
10-11-2025
900000.0
4260095.02
AUM:36,828 Cr
Ann Rtn: 18.85%
Kotak -Small Cap Gr
10-12-2010
10-11-2025
900000.0
4171686.22
AUM:17,480 Cr
Ann Rtn: 18.61%
Sundaram Small Cap Reg Gr
10-12-2010
10-11-2025
900000.0
3715462.07
AUM:3,341 Cr
Ann Rtn: 17.28%
ICICI Pru Small Cap Gr
10-12-2010
10-11-2025
900000.0
3559792.54
AUM:8,449 Cr
Ann Rtn: 16.79%
ABSL Small Cap Gr
10-12-2010
10-11-2025
900000.0
3149492.33
AUM:4,882 Cr
Ann Rtn: 15.37%

Avg Ann Compound Return: 18.92 %