SIP Performance

Data as on - 14-01-2026
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,287 5,000 /pm 15-02-2011 14-01-2026 5797701.33 22.36 %
SBI Small Cap Fund - Regular Plan - Growth 36,268 5,000 /pm 15-02-2011 14-01-2026 4792377.31 20.2 %
DSP Small Cap Fund - Regular - Growth 16,935 5,000 /pm 15-02-2011 14-01-2026 4468500.87 19.4 %
Quant Small Cap Fund - Growth - Regular Plan 29,375 5,000 /pm 15-02-2011 14-01-2026 4058315.48 18.3 %
Franklin India Small Cap Fund-Growth 13,238 5,000 /pm 15-02-2011 14-01-2026 4017894.24 18.18 %
HDFC Small Cap Fund - Growth Option 37,753 5,000 /pm 15-02-2011 14-01-2026 3972406.06 18.05 %
Kotak-Small Cap Fund - Growth 17,258 5,000 /pm 15-02-2011 14-01-2026 3840925.65 17.67 %
Sundaram Small Cap Fund Regular Plan - Growth 3,401 5,000 /pm 15-02-2011 14-01-2026 3554579.42 16.78 %
ICICI Prudential Smallcap Fund - Growth 8,428 5,000 /pm 15-02-2011 14-01-2026 3373886.99 16.18 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,938 5,000 /pm 15-02-2011 14-01-2026 2943425.52 14.59 %
Category Average 4082001.29 18.17 %
NIFTY SMALLCAP 250 TRI 3446688.16 16.43 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
15-02-2011
14-01-2026
900000.0
5797701.33
AUM :68,287 Cr
Ann Rtn : 22.36 %
SBI Small Cap Reg Gr
15-02-2011
14-01-2026
900000.0
4792377.31
AUM :36,268 Cr
Ann Rtn : 20.2 %
DSP Small Cap Reg Gr
15-02-2011
14-01-2026
900000.0
4468500.87
AUM :16,935 Cr
Ann Rtn : 19.4 %
Quant Small Cap Gr
15-02-2011
14-01-2026
900000.0
4058315.48
AUM :29,375 Cr
Ann Rtn : 18.3 %
Franklin India Small Cap Fund Gr
15-02-2011
14-01-2026
900000.0
4017894.24
AUM :13,238 Cr
Ann Rtn : 18.18 %
HDFC Small Cap Reg Gr
15-02-2011
14-01-2026
900000.0
3972406.06
AUM :37,753 Cr
Ann Rtn : 18.05 %
Kotak -Small Cap Gr
15-02-2011
14-01-2026
900000.0
3840925.65
AUM :17,258 Cr
Ann Rtn : 17.67 %
Sundaram Small Cap Reg Gr
15-02-2011
14-01-2026
900000.0
3554579.42
AUM :3,401 Cr
Ann Rtn : 16.78 %
ICICI Pru Small Cap Gr
15-02-2011
14-01-2026
900000.0
3373886.99
AUM :8,428 Cr
Ann Rtn : 16.18 %
ABSL Small Cap Gr
15-02-2011
14-01-2026
900000.0
2943425.52
AUM :4,938 Cr
Ann Rtn : 14.59 %

Avg Ann Compound Return: 18.17 %