SIP Performance

Data as on - 30-12-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,541 5,000 /pm 28-01-2011 30-12-2025 5971074.57 22.68 %
SBI Small Cap Fund - Regular Plan - Growth 36,274 5,000 /pm 28-01-2011 30-12-2025 4973321.56 20.61 %
DSP Small Cap Fund - Regular - Growth 17,010 5,000 /pm 28-01-2011 30-12-2025 4574789.29 19.65 %
Quant Small Cap Fund - Growth - Regular Plan 30,256 5,000 /pm 28-01-2011 30-12-2025 4190584.19 18.65 %
Franklin India Small Cap Fund-Growth 13,529 5,000 /pm 28-01-2011 30-12-2025 4079156.9 18.34 %
HDFC Small Cap Fund - Growth Option 38,009 5,000 /pm 28-01-2011 30-12-2025 4044301.5 18.25 %
Kotak-Small Cap Fund - Growth 17,427 5,000 /pm 28-01-2011 30-12-2025 3969167.71 18.03 %
Sundaram Small Cap Fund Regular Plan - Growth 3,451 5,000 /pm 28-01-2011 30-12-2025 3582073.28 16.85 %
ICICI Prudential Smallcap Fund - Growth 8,453 5,000 /pm 28-01-2011 30-12-2025 3446866.18 16.41 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,048 5,000 /pm 28-01-2011 30-12-2025 2998600.13 14.8 %
Category Average 4182993.53 18.43 %
NIFTY SMALLCAP 250 TRI 3530391.92 16.69 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
28-01-2011
30-12-2025
900000.0
5971074.57
AUM:68,541 Cr
Ann Rtn: 22.68%
SBI Small Cap Reg Gr
28-01-2011
30-12-2025
900000.0
4973321.56
AUM:36,274 Cr
Ann Rtn: 20.61%
DSP Small Cap Reg Gr
28-01-2011
30-12-2025
900000.0
4574789.29
AUM:17,010 Cr
Ann Rtn: 19.65%
Quant Small Cap Gr
28-01-2011
30-12-2025
900000.0
4190584.19
AUM:30,256 Cr
Ann Rtn: 18.65%
Franklin India Small Cap Fund Gr
28-01-2011
30-12-2025
900000.0
4079156.9
AUM:13,529 Cr
Ann Rtn: 18.34%
HDFC Small Cap Reg Gr
28-01-2011
30-12-2025
900000.0
4044301.5
AUM:38,009 Cr
Ann Rtn: 18.25%
Kotak -Small Cap Gr
28-01-2011
30-12-2025
900000.0
3969167.71
AUM:17,427 Cr
Ann Rtn: 18.03%
Sundaram Small Cap Reg Gr
28-01-2011
30-12-2025
900000.0
3582073.28
AUM:3,451 Cr
Ann Rtn: 16.85%
ICICI Pru Small Cap Gr
28-01-2011
30-12-2025
900000.0
3446866.18
AUM:8,453 Cr
Ann Rtn: 16.41%
ABSL Small Cap Gr
28-01-2011
30-12-2025
900000.0
2998600.13
AUM:5,048 Cr
Ann Rtn: 14.8%

Avg Ann Compound Return: 18.43 %