SIP Performance

Data as on - 06-06-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 31,790 5,000 /pm 06-07-2010 06-06-2025 5476952.95 21.72 %
DSP Small Cap Fund - Regular - Growth 14,258 5,000 /pm 06-07-2010 06-06-2025 4983318.69 20.64 %
Franklin India Smaller Companies Fund-Growth 12,530 5,000 /pm 06-07-2010 06-06-2025 4675247.38 19.92 %
Quant Small Cap Fund - Growth - Regular Plan 26,533 5,000 /pm 06-07-2010 06-06-2025 4511321.16 19.51 %
Kotak-Small Cap Fund - Growth 15,867 5,000 /pm 06-07-2010 06-06-2025 4469700.38 19.4 %
HDFC Small Cap Fund - Growth Option 30,880 5,000 /pm 06-07-2010 06-06-2025 4295447.8 18.95 %
Sundaram Small Cap Fund Regular Plan - Growth 3,058 5,000 /pm 06-07-2010 06-06-2025 3779739.23 17.48 %
ICICI Prudential Smallcap Fund - Growth 7,605 5,000 /pm 06-07-2010 06-06-2025 3732968.74 17.34 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,531 5,000 /pm 06-07-2010 06-06-2025 3227659.01 15.66 %
Category Average 4350261.7 18.96 %
NIFTY SMALLCAP 250 TRI 3837823.82 17.66 %

*Compound annual growth rate

SBI Small Cap Reg Gr
06-07-2010
06-06-2025
900000.0
5476952.95
AUM :31,790 Cr
Ann Rtn : 21.72 %
DSP Small Cap Reg Gr
06-07-2010
06-06-2025
900000.0
4983318.69
AUM :14,258 Cr
Ann Rtn : 20.64 %
Franklin India Smaller Companies Gr
06-07-2010
06-06-2025
900000.0
4675247.38
AUM :12,530 Cr
Ann Rtn : 19.92 %
Quant Small Cap Gr
06-07-2010
06-06-2025
900000.0
4511321.16
AUM :26,533 Cr
Ann Rtn : 19.51 %
Kotak -Small Cap Gr
06-07-2010
06-06-2025
900000.0
4469700.38
AUM :15,867 Cr
Ann Rtn : 19.4 %
HDFC Small Cap Reg Gr
06-07-2010
06-06-2025
900000.0
4295447.8
AUM :30,880 Cr
Ann Rtn : 18.95 %
Sundaram Small Cap Reg Gr
06-07-2010
06-06-2025
900000.0
3779739.23
AUM :3,058 Cr
Ann Rtn : 17.48 %
ICICI Pru Small Cap Gr
06-07-2010
06-06-2025
900000.0
3732968.74
AUM :7,605 Cr
Ann Rtn : 17.34 %
ABSL Small Cap Gr
06-07-2010
06-06-2025
900000.0
3227659.01
AUM :4,531 Cr
Ann Rtn : 15.66 %

Avg Ann Compound Return: 18.96 %