SIP Performance

Data as on - 07-10-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 64,828 5,000 /pm 05-11-2010 07-10-2025 6279645.12 23.26 %
SBI Small Cap Fund - Regular Plan - Growth 35,250 5,000 /pm 05-11-2010 07-10-2025 5241803.94 21.21 %
DSP Small Cap Fund - Regular - Growth 16,626 5,000 /pm 05-11-2010 07-10-2025 4699035.62 19.96 %
Quant Small Cap Fund - Growth - Regular Plan 28,880 5,000 /pm 05-11-2010 07-10-2025 4379810.17 19.16 %
Franklin India Small Cap Fund-Growth 13,302 5,000 /pm 05-11-2010 07-10-2025 4309097.3 18.97 %
HDFC Small Cap Fund - Growth Option 36,284 5,000 /pm 05-11-2010 07-10-2025 4270086.47 18.87 %
Kotak-Small Cap Fund - Growth 17,508 5,000 /pm 05-11-2010 07-10-2025 4241576.22 18.79 %
Sundaram Small Cap Fund Regular Plan - Growth 3,283 5,000 /pm 05-11-2010 07-10-2025 3704150.15 17.24 %
ICICI Prudential Smallcap Fund - Growth 8,443 5,000 /pm 05-11-2010 07-10-2025 3638027.15 17.03 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,823 5,000 /pm 05-11-2010 07-10-2025 3068780.57 15.07 %
Category Average 4383201.27 18.96 %
NIFTY SMALLCAP 250 TRI 3680815.66 17.18 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
05-11-2010
07-10-2025
900000.0
6279645.12
AUM:64,828 Cr
Ann Rtn: 23.26%
SBI Small Cap Reg Gr
05-11-2010
07-10-2025
900000.0
5241803.94
AUM:35,250 Cr
Ann Rtn: 21.21%
DSP Small Cap Reg Gr
05-11-2010
07-10-2025
900000.0
4699035.62
AUM:16,626 Cr
Ann Rtn: 19.96%
Quant Small Cap Gr
05-11-2010
07-10-2025
900000.0
4379810.17
AUM:28,880 Cr
Ann Rtn: 19.16%
Franklin India Small Cap Fund Gr
05-11-2010
07-10-2025
900000.0
4309097.3
AUM:13,302 Cr
Ann Rtn: 18.97%
HDFC Small Cap Reg Gr
05-11-2010
07-10-2025
900000.0
4270086.47
AUM:36,284 Cr
Ann Rtn: 18.87%
Kotak -Small Cap Gr
05-11-2010
07-10-2025
900000.0
4241576.22
AUM:17,508 Cr
Ann Rtn: 18.79%
Sundaram Small Cap Reg Gr
05-11-2010
07-10-2025
900000.0
3704150.15
AUM:3,283 Cr
Ann Rtn: 17.24%
ICICI Pru Small Cap Gr
05-11-2010
07-10-2025
900000.0
3638027.15
AUM:8,443 Cr
Ann Rtn: 17.03%
ABSL Small Cap Gr
05-11-2010
07-10-2025
900000.0
3068780.57
AUM:4,823 Cr
Ann Rtn: 15.07%

Avg Ann Compound Return: 18.96 %