SIP Performance

Data as on - 10-10-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 6,614 5,000 /pm 10-11-2010 10-10-2025 6280551.78 23.27 %
SBI Small Cap Fund - Regular Plan - Growth 3,558 5,000 /pm 10-11-2010 10-10-2025 5205569.1 21.14 %
DSP Small Cap Fund - Regular - Growth 1,650 5,000 /pm 10-11-2010 10-10-2025 4675382.91 19.91 %
Quant Small Cap Fund - Growth - Regular Plan 2,933 5,000 /pm 10-11-2010 10-10-2025 4390433.53 19.2 %
Franklin India Small Cap Fund-Growth 1,327 5,000 /pm 10-11-2010 10-10-2025 4308057.38 18.98 %
HDFC Small Cap Fund - Growth Option 3,683 5,000 /pm 10-11-2010 10-10-2025 4282468.44 18.91 %
Kotak-Small Cap Fund - Growth 1,748 5,000 /pm 10-11-2010 10-10-2025 4239048.76 18.8 %
Sundaram Small Cap Fund Regular Plan - Growth 334 5,000 /pm 10-11-2010 10-10-2025 3690432.12 17.21 %
ICICI Prudential Smallcap Fund - Growth 845 5,000 /pm 10-11-2010 10-10-2025 3631338.63 17.02 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 488 5,000 /pm 10-11-2010 10-10-2025 3080279.41 15.12 %
Category Average 4378356.21 18.96 %
NIFTY SMALLCAP 250 TRI 3700914.88 17.25 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
10-11-2010
10-10-2025
900000.0
6280551.78
AUM :6,614 Cr
Ann Rtn : 23.27 %
SBI Small Cap Reg Gr
10-11-2010
10-10-2025
900000.0
5205569.1
AUM :3,558 Cr
Ann Rtn : 21.14 %
DSP Small Cap Reg Gr
10-11-2010
10-10-2025
900000.0
4675382.91
AUM :1,650 Cr
Ann Rtn : 19.91 %
Quant Small Cap Gr
10-11-2010
10-10-2025
900000.0
4390433.53
AUM :2,933 Cr
Ann Rtn : 19.2 %
Franklin India Small Cap Fund Gr
10-11-2010
10-10-2025
900000.0
4308057.38
AUM :1,327 Cr
Ann Rtn : 18.98 %
HDFC Small Cap Reg Gr
10-11-2010
10-10-2025
900000.0
4282468.44
AUM :3,683 Cr
Ann Rtn : 18.91 %
Kotak -Small Cap Gr
10-11-2010
10-10-2025
900000.0
4239048.76
AUM :1,748 Cr
Ann Rtn : 18.8 %
Sundaram Small Cap Reg Gr
10-11-2010
10-10-2025
900000.0
3690432.12
AUM :334 Cr
Ann Rtn : 17.21 %
ICICI Pru Small Cap Gr
10-11-2010
10-10-2025
900000.0
3631338.63
AUM :845 Cr
Ann Rtn : 17.02 %
ABSL Small Cap Gr
10-11-2010
10-10-2025
900000.0
3080279.41
AUM :488 Cr
Ann Rtn : 15.12 %

Avg Ann Compound Return: 18.96 %