SIP Performance

Data as on - 08-08-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 66,602 5,000 /pm 16-09-2010 08-08-2025 6290212.08 23.34 %
SBI Small Cap Fund - Regular Plan - Growth 35,696 5,000 /pm 08-09-2010 08-08-2025 5250267.77 21.24 %
DSP Small Cap Fund - Regular - Growth 17,126 5,000 /pm 08-09-2010 08-08-2025 4713374.79 20.01 %
Franklin India Small Cap Fund-Growth 13,995 5,000 /pm 08-09-2010 08-08-2025 4345056.04 19.08 %
Quant Small Cap Fund - Growth - Regular Plan 29,476 5,000 /pm 08-09-2010 08-08-2025 4295341.93 18.95 %
HDFC Small Cap Fund - Growth Option 35,781 5,000 /pm 08-09-2010 08-08-2025 4249847.99 18.82 %
Kotak-Small Cap Fund - Growth 18,031 5,000 /pm 08-09-2010 08-08-2025 4224719.97 18.76 %
ICICI Prudential Smallcap Fund - Growth 8,566 5,000 /pm 08-09-2010 08-08-2025 3637635.31 17.04 %
Sundaram Small Cap Fund Regular Plan - Growth 3,439 5,000 /pm 08-09-2010 08-08-2025 3599804.33 16.92 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,134 5,000 /pm 08-09-2010 08-08-2025 3053383.25 15.02 %
Category Average 4365964.35 18.92 %
NIFTY SMALLCAP 250 TRI 3664104.3 17.13 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
16-09-2010
08-08-2025
900000.0
6290212.08
AUM:66,602 Cr
Ann Rtn: 23.34%
SBI Small Cap Reg Gr
08-09-2010
08-08-2025
900000.0
5250267.77
AUM:35,696 Cr
Ann Rtn: 21.24%
DSP Small Cap Reg Gr
08-09-2010
08-08-2025
900000.0
4713374.79
AUM:17,126 Cr
Ann Rtn: 20.01%
Franklin India Small Cap Fund Gr
08-09-2010
08-08-2025
900000.0
4345056.04
AUM:13,995 Cr
Ann Rtn: 19.08%
Quant Small Cap Gr
08-09-2010
08-08-2025
900000.0
4295341.93
AUM:29,476 Cr
Ann Rtn: 18.95%
HDFC Small Cap Reg Gr
08-09-2010
08-08-2025
900000.0
4249847.99
AUM:35,781 Cr
Ann Rtn: 18.82%
Kotak -Small Cap Gr
08-09-2010
08-08-2025
900000.0
4224719.97
AUM:18,031 Cr
Ann Rtn: 18.76%
ICICI Pru Small Cap Gr
08-09-2010
08-08-2025
900000.0
3637635.31
AUM:8,566 Cr
Ann Rtn: 17.04%
Sundaram Small Cap Reg Gr
08-09-2010
08-08-2025
900000.0
3599804.33
AUM:3,439 Cr
Ann Rtn: 16.92%
ABSL Small Cap Gr
08-09-2010
08-08-2025
900000.0
3053383.25
AUM:5,134 Cr
Ann Rtn: 15.02%

Avg Ann Compound Return: 18.92 %