SIP Performance

Data as on - 24-10-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 66,136 5,000 /pm 24-11-2010 24-10-2025 6356255.68 23.41 %
SBI Small Cap Fund - Regular Plan - Growth 35,585 5,000 /pm 24-11-2010 24-10-2025 5297976.23 21.34 %
DSP Small Cap Fund - Regular - Growth 16,496 5,000 /pm 24-11-2010 24-10-2025 4702368.15 19.98 %
Quant Small Cap Fund - Growth - Regular Plan 29,328 5,000 /pm 24-11-2010 24-10-2025 4441252.83 19.33 %
Franklin India Small Cap Fund-Growth 13,266 5,000 /pm 24-11-2010 24-10-2025 4397077.09 19.21 %
HDFC Small Cap Fund - Growth Option 36,828 5,000 /pm 24-11-2010 24-10-2025 4306984.16 18.98 %
Kotak-Small Cap Fund - Growth 17,480 5,000 /pm 24-11-2010 24-10-2025 4265935.63 18.87 %
Sundaram Small Cap Fund Regular Plan - Growth 3,341 5,000 /pm 24-11-2010 24-10-2025 3768149.2 17.45 %
ICICI Prudential Smallcap Fund - Growth 8,449 5,000 /pm 24-11-2010 24-10-2025 3645919.04 17.07 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,882 5,000 /pm 24-11-2010 24-10-2025 3162291.78 15.42 %
Category Average 4434420.98 19.11 %
NIFTY SMALLCAP 250 TRI 3751106.07 17.4 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
24-11-2010
24-10-2025
900000.0
6356255.68
AUM :66,136 Cr
Ann Rtn : 23.41 %
SBI Small Cap Reg Gr
24-11-2010
24-10-2025
900000.0
5297976.23
AUM :35,585 Cr
Ann Rtn : 21.34 %
DSP Small Cap Reg Gr
24-11-2010
24-10-2025
900000.0
4702368.15
AUM :16,496 Cr
Ann Rtn : 19.98 %
Quant Small Cap Gr
24-11-2010
24-10-2025
900000.0
4441252.83
AUM :29,328 Cr
Ann Rtn : 19.33 %
Franklin India Small Cap Fund Gr
24-11-2010
24-10-2025
900000.0
4397077.09
AUM :13,266 Cr
Ann Rtn : 19.21 %
HDFC Small Cap Reg Gr
24-11-2010
24-10-2025
900000.0
4306984.16
AUM :36,828 Cr
Ann Rtn : 18.98 %
Kotak -Small Cap Gr
24-11-2010
24-10-2025
900000.0
4265935.63
AUM :17,480 Cr
Ann Rtn : 18.87 %
Sundaram Small Cap Reg Gr
24-11-2010
24-10-2025
900000.0
3768149.2
AUM :3,341 Cr
Ann Rtn : 17.45 %
ICICI Pru Small Cap Gr
24-11-2010
24-10-2025
900000.0
3645919.04
AUM :8,449 Cr
Ann Rtn : 17.07 %
ABSL Small Cap Gr
24-11-2010
24-10-2025
900000.0
3162291.78
AUM :4,882 Cr
Ann Rtn : 15.42 %

Avg Ann Compound Return: 19.11 %