SIP Performance

Data as on - 04-11-2025
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 03-12-2010 04-11-2025 6327787.2 23.35 %
SBI Small Cap Fund - Regular Plan - Growth 35,585 5,000 /pm 03-12-2010 04-11-2025 5288478.6 21.31 %
DSP Small Cap Fund - Regular - Growth 16,496 5,000 /pm 03-12-2010 04-11-2025 4746876.11 20.08 %
Quant Small Cap Fund - Growth - Regular Plan 29,328 5,000 /pm 03-12-2010 04-11-2025 4411593.77 19.24 %
Franklin India Small Cap Fund-Growth 13,266 5,000 /pm 03-12-2010 04-11-2025 4378576.15 19.16 %
HDFC Small Cap Fund - Growth Option 36,828 5,000 /pm 03-12-2010 04-11-2025 4315520.83 18.99 %
Kotak-Small Cap Fund - Growth 17,480 5,000 /pm 03-12-2010 04-11-2025 4261475.15 18.85 %
Sundaram Small Cap Fund Regular Plan - Growth 3,341 5,000 /pm 03-12-2010 04-11-2025 3774637.15 17.46 %
ICICI Prudential Smallcap Fund - Growth 8,449 5,000 /pm 03-12-2010 04-11-2025 3598244.29 16.91 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,882 5,000 /pm 03-12-2010 04-11-2025 3177023.22 15.47 %
Category Average 4428021.25 19.08 %
NIFTY SMALLCAP 250 TRI 3724383.42 17.3 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
03-12-2010
04-11-2025
900000.0
6327787.2
AUM :66,136 Cr
Ann Rtn : 23.35 %
SBI Small Cap Reg Gr
03-12-2010
04-11-2025
900000.0
5288478.6
AUM :35,585 Cr
Ann Rtn : 21.31 %
DSP Small Cap Reg Gr
03-12-2010
04-11-2025
900000.0
4746876.11
AUM :16,496 Cr
Ann Rtn : 20.08 %
Quant Small Cap Gr
03-12-2010
04-11-2025
900000.0
4411593.77
AUM :29,328 Cr
Ann Rtn : 19.24 %
Franklin India Small Cap Fund Gr
03-12-2010
04-11-2025
900000.0
4378576.15
AUM :13,266 Cr
Ann Rtn : 19.16 %
HDFC Small Cap Reg Gr
03-12-2010
04-11-2025
900000.0
4315520.83
AUM :36,828 Cr
Ann Rtn : 18.99 %
Kotak -Small Cap Gr
03-12-2010
04-11-2025
900000.0
4261475.15
AUM :17,480 Cr
Ann Rtn : 18.85 %
Sundaram Small Cap Reg Gr
03-12-2010
04-11-2025
900000.0
3774637.15
AUM :3,341 Cr
Ann Rtn : 17.46 %
ICICI Pru Small Cap Gr
03-12-2010
04-11-2025
900000.0
3598244.29
AUM :8,449 Cr
Ann Rtn : 16.91 %
ABSL Small Cap Gr
03-12-2010
04-11-2025
900000.0
3177023.22
AUM :4,882 Cr
Ann Rtn : 15.47 %

Avg Ann Compound Return: 19.08 %