SIP Performance

Data as on - 25-07-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 35,696 5,000 /pm 25-08-2010 25-07-2025 5536775.87 21.84 %
DSP Small Cap Fund - Regular - Growth 17,126 5,000 /pm 25-08-2010 25-07-2025 5007224.23 20.7 %
Franklin India Small Cap Fund-Growth 13,995 5,000 /pm 25-08-2010 25-07-2025 4621853.97 19.79 %
Quant Small Cap Fund - Growth - Regular Plan 29,476 5,000 /pm 25-08-2010 25-07-2025 4512146.33 19.51 %
Kotak-Small Cap Fund - Growth 18,031 5,000 /pm 25-08-2010 25-07-2025 4475862.56 19.42 %
HDFC Small Cap Fund - Growth Option 35,781 5,000 /pm 25-08-2010 25-07-2025 4409701.85 19.25 %
Sundaram Small Cap Fund Regular Plan - Growth 3,439 5,000 /pm 25-08-2010 25-07-2025 3795123.22 17.53 %
ICICI Prudential Smallcap Fund - Growth 8,566 5,000 /pm 25-08-2010 25-07-2025 3759248.79 17.42 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,134 5,000 /pm 25-08-2010 25-07-2025 3242976.02 15.72 %
Category Average 4373434.76 19.02 %
NIFTY SMALLCAP 250 TRI 3933054.08 17.95 %

*Compound annual growth rate

SBI Small Cap Reg Gr
25-08-2010
25-07-2025
900000.0
5536775.87
AUM :35,696 Cr
Ann Rtn : 21.84 %
DSP Small Cap Reg Gr
25-08-2010
25-07-2025
900000.0
5007224.23
AUM :17,126 Cr
Ann Rtn : 20.7 %
Franklin India Small Cap Fund Gr
25-08-2010
25-07-2025
900000.0
4621853.97
AUM :13,995 Cr
Ann Rtn : 19.79 %
Quant Small Cap Gr
25-08-2010
25-07-2025
900000.0
4512146.33
AUM :29,476 Cr
Ann Rtn : 19.51 %
Kotak -Small Cap Gr
25-08-2010
25-07-2025
900000.0
4475862.56
AUM :18,031 Cr
Ann Rtn : 19.42 %
HDFC Small Cap Reg Gr
25-08-2010
25-07-2025
900000.0
4409701.85
AUM :35,781 Cr
Ann Rtn : 19.25 %
Sundaram Small Cap Reg Gr
25-08-2010
25-07-2025
900000.0
3795123.22
AUM :3,439 Cr
Ann Rtn : 17.53 %
ICICI Pru Small Cap Gr
25-08-2010
25-07-2025
900000.0
3759248.79
AUM :8,566 Cr
Ann Rtn : 17.42 %
ABSL Small Cap Gr
25-08-2010
25-07-2025
900000.0
3242976.02
AUM :5,134 Cr
Ann Rtn : 15.72 %

Avg Ann Compound Return: 19.02 %