SIP Performance

Data as on - 12-12-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,541 5,000 /pm 12-01-2011 12-12-2025 6003117.87 22.76 %
SBI Small Cap Fund - Regular Plan - Growth 36,274 5,000 /pm 12-01-2011 12-12-2025 4998539.02 20.68 %
DSP Small Cap Fund - Regular - Growth 17,010 5,000 /pm 12-01-2011 12-12-2025 4589714.06 19.7 %
Quant Small Cap Fund - Growth - Regular Plan 30,256 5,000 /pm 12-01-2011 12-12-2025 4237349.04 18.79 %
Franklin India Small Cap Fund-Growth 13,529 5,000 /pm 12-01-2011 12-12-2025 4118524.79 18.46 %
HDFC Small Cap Fund - Growth Option 38,009 5,000 /pm 12-01-2011 12-12-2025 4089413.5 18.38 %
Kotak-Small Cap Fund - Growth 17,427 5,000 /pm 12-01-2011 12-12-2025 4016018.28 18.18 %
Sundaram Small Cap Fund Regular Plan - Growth 3,451 5,000 /pm 12-01-2011 12-12-2025 3600758.78 16.92 %
ICICI Prudential Smallcap Fund - Growth 8,453 5,000 /pm 12-01-2011 12-12-2025 3487913.81 16.56 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,048 5,000 /pm 12-01-2011 12-12-2025 3029614.28 14.93 %
Category Average 4217096.34 18.54 %
NIFTY SMALLCAP 250 TRI 3467178.07 16.49 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
12-01-2011
12-12-2025
900000.0
6003117.87
AUM :68,541 Cr
Ann Rtn : 22.76 %
SBI Small Cap Reg Gr
12-01-2011
12-12-2025
900000.0
4998539.02
AUM :36,274 Cr
Ann Rtn : 20.68 %
DSP Small Cap Reg Gr
12-01-2011
12-12-2025
900000.0
4589714.06
AUM :17,010 Cr
Ann Rtn : 19.7 %
Quant Small Cap Gr
12-01-2011
12-12-2025
900000.0
4237349.04
AUM :30,256 Cr
Ann Rtn : 18.79 %
Franklin India Small Cap Fund Gr
12-01-2011
12-12-2025
900000.0
4118524.79
AUM :13,529 Cr
Ann Rtn : 18.46 %
HDFC Small Cap Reg Gr
12-01-2011
12-12-2025
900000.0
4089413.5
AUM :38,009 Cr
Ann Rtn : 18.38 %
Kotak -Small Cap Gr
12-01-2011
12-12-2025
900000.0
4016018.28
AUM :17,427 Cr
Ann Rtn : 18.18 %
Sundaram Small Cap Reg Gr
12-01-2011
12-12-2025
900000.0
3600758.78
AUM :3,451 Cr
Ann Rtn : 16.92 %
ICICI Pru Small Cap Gr
12-01-2011
12-12-2025
900000.0
3487913.81
AUM :8,453 Cr
Ann Rtn : 16.56 %
ABSL Small Cap Gr
12-01-2011
12-12-2025
900000.0
3029614.28
AUM :5,048 Cr
Ann Rtn : 14.93 %

Avg Ann Compound Return: 18.54 %