SIP Performance

Data as on - 08-09-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 65,922 5,000 /pm 08-10-2010 08-09-2025 6328403.67 23.35 %
SBI Small Cap Fund - Regular Plan - Growth 35,563 5,000 /pm 08-10-2010 08-09-2025 5328422.09 21.4 %
DSP Small Cap Fund - Regular - Growth 17,005 5,000 /pm 08-10-2010 08-09-2025 4797642.18 20.21 %
Franklin India Small Cap Fund-Growth 13,825 5,000 /pm 08-10-2010 08-09-2025 4372515.21 19.15 %
Quant Small Cap Fund - Growth - Regular Plan 29,688 5,000 /pm 08-10-2010 08-09-2025 4358385.56 19.11 %
Kotak-Small Cap Fund - Growth 17,903 5,000 /pm 08-10-2010 08-09-2025 4317188.42 19.0 %
HDFC Small Cap Fund - Growth Option 36,353 5,000 /pm 08-10-2010 08-09-2025 4300540.9 18.96 %
ICICI Prudential Smallcap Fund - Growth 8,498 5,000 /pm 08-10-2010 08-09-2025 3701309.36 17.24 %
Sundaram Small Cap Fund Regular Plan - Growth 3,394 5,000 /pm 08-10-2010 08-09-2025 3662810.51 17.12 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,011 5,000 /pm 08-10-2010 08-09-2025 3091649.19 15.16 %
Category Average 4425886.71 19.07 %
NIFTY SMALLCAP 250 TRI 3680932.94 17.17 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
08-10-2010
08-09-2025
900000.0
6328403.67
AUM :65,922 Cr
Ann Rtn : 23.35 %
SBI Small Cap Reg Gr
08-10-2010
08-09-2025
900000.0
5328422.09
AUM :35,563 Cr
Ann Rtn : 21.4 %
DSP Small Cap Reg Gr
08-10-2010
08-09-2025
900000.0
4797642.18
AUM :17,005 Cr
Ann Rtn : 20.21 %
Franklin India Small Cap Fund Gr
08-10-2010
08-09-2025
900000.0
4372515.21
AUM :13,825 Cr
Ann Rtn : 19.15 %
Quant Small Cap Gr
08-10-2010
08-09-2025
900000.0
4358385.56
AUM :29,688 Cr
Ann Rtn : 19.11 %
Kotak -Small Cap Gr
08-10-2010
08-09-2025
900000.0
4317188.42
AUM :17,903 Cr
Ann Rtn : 19.0 %
HDFC Small Cap Reg Gr
08-10-2010
08-09-2025
900000.0
4300540.9
AUM :36,353 Cr
Ann Rtn : 18.96 %
ICICI Pru Small Cap Gr
08-10-2010
08-09-2025
900000.0
3701309.36
AUM :8,498 Cr
Ann Rtn : 17.24 %
Sundaram Small Cap Reg Gr
08-10-2010
08-09-2025
900000.0
3662810.51
AUM :3,394 Cr
Ann Rtn : 17.12 %
ABSL Small Cap Gr
08-10-2010
08-09-2025
900000.0
3091649.19
AUM :5,011 Cr
Ann Rtn : 15.16 %

Avg Ann Compound Return: 19.07 %