SIP Performance

Data as on - 12-10-2026
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 80,906 5,000 /pm 11-11-2011 12-10-2026 5636549.15 22.04 %
DSP Small Cap Fund - Regular - Growth 21,467 5,000 /pm 11-11-2011 12-10-2026 4640521.66 19.82 %
SBI Small Cap Fund - Regular Plan - Growth 41,059 5,000 /pm 11-11-2011 12-10-2026 4589767.22 19.7 %
Quant Small Cap Fund - Growth - Regular Plan 35,391 5,000 /pm 11-11-2011 12-10-2026 4383799.43 19.18 %
Kotak Small Cap Fund - Growth 19,104 5,000 /pm 11-11-2011 12-10-2026 3784517.12 17.49 %
FranklIn India Small Cap Fund-Growth 14,257 5,000 /pm 11-11-2011 12-10-2026 3731873.65 17.33 %
Sundaram Small Cap Fund Regular Plan - Growth 4,107 5,000 /pm 11-11-2011 12-10-2026 3594008.2 16.9 %
HDFC Small Cap Fund - Growth Option 40,801 5,000 /pm 11-11-2011 12-10-2026 3569359.17 16.82 %
ICICI Prudential Small Cap Fund - Regular Plan - Growth 9,791 5,000 /pm 11-11-2011 12-10-2026 3267788.0 15.8 %
Aditya Birla Sun Life Small Cap Fund - Growth 6,120 5,000 /pm 11-11-2011 12-10-2026 3131207.85 15.31 %
Category Average 4032939.15 18.04 %
NIFTY SMALLCAP 250 TRI 3458211.77 16.45 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
11-11-2011
12-10-2026
900000.0
5636549.15
AUM: 80,906 Cr
Ann Rtn: 22.04%
DSP Small Cap Reg Gr
11-11-2011
12-10-2026
900000.0
4640521.66
AUM: 21,467 Cr
Ann Rtn: 19.82%
SBI Small Cap Reg Gr
11-11-2011
12-10-2026
900000.0
4589767.22
AUM: 41,059 Cr
Ann Rtn: 19.7%
Quant Small Cap Gr Reg Plan
11-11-2011
12-10-2026
900000.0
4383799.43
AUM: 35,391 Cr
Ann Rtn: 19.18%
Kotak Small Cap Gr
11-11-2011
12-10-2026
900000.0
3784517.12
AUM: 19,104 Cr
Ann Rtn: 17.49%
FranklIn India Small Cap Fund Gr
11-11-2011
12-10-2026
900000.0
3731873.65
AUM: 14,257 Cr
Ann Rtn: 17.33%
Sundaram Small Cap Reg Gr
11-11-2011
12-10-2026
900000.0
3594008.2
AUM: 4,107 Cr
Ann Rtn: 16.9%
HDFC Small Cap Reg Gr
11-11-2011
12-10-2026
900000.0
3569359.17
AUM: 40,801 Cr
Ann Rtn: 16.82%
ICICI Pru Small Cap Fund Reg Gr
11-11-2011
12-10-2026
900000.0
3267788.0
AUM: 9,791 Cr
Ann Rtn: 15.8%
ABSL Small Cap Gr
11-11-2011
12-10-2026
900000.0
3131207.85
AUM: 6,120 Cr
Ann Rtn: 15.31%

Avg Ann Compound Return: 18.04 %