SIP Performance

Data as on - 23-04-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 30,829 5,000 /pm 21-05-2010 23-04-2025 5423786.67 21.59 %
DSP Small Cap Fund - Regular - Growth 14,269 5,000 /pm 21-05-2010 23-04-2025 4551683.88 19.6 %
Franklin India Smaller Companies Fund-Growth 11,970 5,000 /pm 21-05-2010 23-04-2025 4465396.3 19.38 %
Quant Small Cap Fund - Growth - Regular Plan 25,072 5,000 /pm 21-05-2010 23-04-2025 4347082.35 19.07 %
Kotak-Small Cap Fund - Growth 15,706 5,000 /pm 21-05-2010 23-04-2025 4267511.78 18.86 %
HDFC Small Cap Fund - Growth Option 30,223 5,000 /pm 21-05-2010 23-04-2025 4038221.73 18.23 %
Sundaram Small Cap Fund Regular Plan - Growth 2,956 5,000 /pm 21-05-2010 23-04-2025 3569436.16 16.81 %
ICICI Prudential Smallcap Fund - Growth 7,392 5,000 /pm 21-05-2010 23-04-2025 3553293.54 16.76 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,416 5,000 /pm 21-05-2010 23-04-2025 3047570.98 14.99 %
Category Average 4140442.6 18.37 %
NIFTY SMALLCAP 250 TRI 3602697.39 16.92 %

*Compound annual growth rate

SBI Small Cap Reg Gr
21-05-2010
23-04-2025
900000.0
5423786.67
AUM :30,829 Cr
Ann Rtn : 21.59 %
DSP Small Cap Reg Gr
21-05-2010
23-04-2025
900000.0
4551683.88
AUM :14,269 Cr
Ann Rtn : 19.6 %
Franklin India Smaller Companies Gr
21-05-2010
23-04-2025
900000.0
4465396.3
AUM :11,970 Cr
Ann Rtn : 19.38 %
Quant Small Cap Gr
21-05-2010
23-04-2025
900000.0
4347082.35
AUM :25,072 Cr
Ann Rtn : 19.07 %
Kotak -Small Cap Gr
21-05-2010
23-04-2025
900000.0
4267511.78
AUM :15,706 Cr
Ann Rtn : 18.86 %
HDFC Small Cap Reg Gr
21-05-2010
23-04-2025
900000.0
4038221.73
AUM :30,223 Cr
Ann Rtn : 18.23 %
Sundaram Small Cap Reg Gr
21-05-2010
23-04-2025
900000.0
3569436.16
AUM :2,956 Cr
Ann Rtn : 16.81 %
ICICI Pru Small Cap Gr
21-05-2010
23-04-2025
900000.0
3553293.54
AUM :7,392 Cr
Ann Rtn : 16.76 %
ABSL Small Cap Gr
21-05-2010
23-04-2025
900000.0
3047570.98
AUM :4,416 Cr
Ann Rtn : 14.99 %

Avg Ann Compound Return: 18.37 %