SIP Performance

Data as on - 20-08-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 6,592 5,000 /pm 20-09-2010 20-08-2025 6469707.61 23.61 %
SBI Small Cap Fund - Regular Plan - Growth 3,556 5,000 /pm 20-09-2010 20-08-2025 5432993.48 21.62 %
DSP Small Cap Fund - Regular - Growth 1,701 5,000 /pm 20-09-2010 20-08-2025 4860681.63 20.36 %
Franklin India Small Cap Fund-Growth 1,382 5,000 /pm 20-09-2010 20-08-2025 4469464.1 19.4 %
Quant Small Cap Fund - Growth - Regular Plan 2,969 5,000 /pm 20-09-2010 20-08-2025 4438599.82 19.32 %
HDFC Small Cap Fund - Growth Option 3,635 5,000 /pm 20-09-2010 20-08-2025 4383240.81 19.18 %
Kotak-Small Cap Fund - Growth 1,790 5,000 /pm 20-09-2010 20-08-2025 4383895.12 19.18 %
ICICI Prudential Smallcap Fund - Growth 850 5,000 /pm 20-09-2010 20-08-2025 3737502.28 17.35 %
Sundaram Small Cap Fund Regular Plan - Growth 339 5,000 /pm 20-09-2010 20-08-2025 3707409.76 17.26 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 501 5,000 /pm 20-09-2010 20-08-2025 3158516.23 15.41 %
Category Average 4504201.08 19.27 %
NIFTY SMALLCAP 250 TRI 3744524.74 17.37 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
20-09-2010
20-08-2025
900000.0
6469707.61
AUM :6,592 Cr
Ann Rtn : 23.61 %
SBI Small Cap Reg Gr
20-09-2010
20-08-2025
900000.0
5432993.48
AUM :3,556 Cr
Ann Rtn : 21.62 %
DSP Small Cap Reg Gr
20-09-2010
20-08-2025
900000.0
4860681.63
AUM :1,701 Cr
Ann Rtn : 20.36 %
Franklin India Small Cap Fund Gr
20-09-2010
20-08-2025
900000.0
4469464.1
AUM :1,382 Cr
Ann Rtn : 19.4 %
Quant Small Cap Gr
20-09-2010
20-08-2025
900000.0
4438599.82
AUM :2,969 Cr
Ann Rtn : 19.32 %
HDFC Small Cap Reg Gr
20-09-2010
20-08-2025
900000.0
4383240.81
AUM :3,635 Cr
Ann Rtn : 19.18 %
Kotak -Small Cap Gr
20-09-2010
20-08-2025
900000.0
4383895.12
AUM :1,790 Cr
Ann Rtn : 19.18 %
ICICI Pru Small Cap Gr
20-09-2010
20-08-2025
900000.0
3737502.28
AUM :850 Cr
Ann Rtn : 17.35 %
Sundaram Small Cap Reg Gr
20-09-2010
20-08-2025
900000.0
3707409.76
AUM :339 Cr
Ann Rtn : 17.26 %
ABSL Small Cap Gr
20-09-2010
20-08-2025
900000.0
3158516.23
AUM :501 Cr
Ann Rtn : 15.41 %

Avg Ann Compound Return: 19.27 %