SIP Performance

Data as on - 02-02-2026
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 02-03-2011 02-02-2026 5581502.3 21.92 %
SBI Small Cap Fund - Regular Plan - Growth 36,268 5,000 /pm 02-03-2011 02-02-2026 4572030.66 19.65 %
DSP Small Cap Fund - Regular - Growth 16,935 5,000 /pm 02-03-2011 02-02-2026 4286556.52 18.92 %
HDFC Small Cap Fund - Growth Option 37,753 5,000 /pm 02-03-2011 02-02-2026 3856930.78 17.71 %
Quant Small Cap Fund - Growth - Regular Plan 29,375 5,000 /pm 02-03-2011 02-02-2026 3836744.35 17.65 %
Franklin India Small Cap Fund-Growth 13,238 5,000 /pm 02-03-2011 02-02-2026 3829250.46 17.62 %
Kotak-Small Cap Fund - Growth 17,258 5,000 /pm 02-03-2011 02-02-2026 3703765.26 17.24 %
Sundaram Small Cap Fund Regular Plan - Growth 3,401 5,000 /pm 02-03-2011 02-02-2026 3404002.63 16.27 %
ICICI Prudential Smallcap Fund - Growth 8,428 5,000 /pm 02-03-2011 02-02-2026 3278143.33 15.84 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,938 5,000 /pm 02-03-2011 02-02-2026 2826441.49 14.12 %
Category Average 4040703.05 18.05 %
NIFTY SMALLCAP 250 TRI 3257445.33 15.77 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
02-03-2011
02-02-2026
900000.0
5581502.3
AUM :68,287 Cr
Ann Rtn : 21.92 %
SBI Small Cap Reg Gr
02-03-2011
02-02-2026
900000.0
4572030.66
AUM :36,268 Cr
Ann Rtn : 19.65 %
DSP Small Cap Reg Gr
02-03-2011
02-02-2026
900000.0
4286556.52
AUM :16,935 Cr
Ann Rtn : 18.92 %
HDFC Small Cap Reg Gr
02-03-2011
02-02-2026
900000.0
3856930.78
AUM :37,753 Cr
Ann Rtn : 17.71 %
Quant Small Cap Gr
02-03-2011
02-02-2026
900000.0
3836744.35
AUM :29,375 Cr
Ann Rtn : 17.65 %
Franklin India Small Cap Fund Gr
02-03-2011
02-02-2026
900000.0
3829250.46
AUM :13,238 Cr
Ann Rtn : 17.62 %
Kotak -Small Cap Gr
02-03-2011
02-02-2026
900000.0
3703765.26
AUM :17,258 Cr
Ann Rtn : 17.24 %
Sundaram Small Cap Reg Gr
02-03-2011
02-02-2026
900000.0
3404002.63
AUM :3,401 Cr
Ann Rtn : 16.27 %
ICICI Pru Small Cap Gr
02-03-2011
02-02-2026
900000.0
3278143.33
AUM :8,428 Cr
Ann Rtn : 15.84 %
ABSL Small Cap Gr
02-03-2011
02-02-2026
900000.0
2826441.49
AUM :4,938 Cr
Ann Rtn : 14.12 %

Avg Ann Compound Return: 18.05 %