SIP Performance

Data as on - 26-11-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 6,897 5,000 /pm 24-12-2010 26-11-2025 6239300.84 23.18 %
SBI Small Cap Fund - Regular Plan - Growth 3,695 5,000 /pm 24-12-2010 26-11-2025 5161066.41 21.03 %
DSP Small Cap Fund - Regular - Growth 1,687 5,000 /pm 24-12-2010 26-11-2025 4737985.28 20.05 %
Quant Small Cap Fund - Growth - Regular Plan 3,066 5,000 /pm 24-12-2010 26-11-2025 4371476.9 19.13 %
Franklin India Small Cap Fund-Growth 1,379 5,000 /pm 24-12-2010 26-11-2025 4320147.3 19.0 %
HDFC Small Cap Fund - Growth Option 3,841 5,000 /pm 24-12-2010 26-11-2025 4238838.88 18.78 %
Kotak-Small Cap Fund - Growth 1,802 5,000 /pm 24-12-2010 26-11-2025 4128636.35 18.48 %
Sundaram Small Cap Fund Regular Plan - Growth 350 5,000 /pm 24-12-2010 26-11-2025 3745050.47 17.36 %
ICICI Prudential Smallcap Fund - Growth 862 5,000 /pm 24-12-2010 26-11-2025 3556222.45 16.77 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 513 5,000 /pm 24-12-2010 26-11-2025 3148573.19 15.36 %
Category Average 4364729.81 18.91 %
NIFTY SMALLCAP 250 TRI 3632721.35 17.03 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
24-12-2010
26-11-2025
900000.0
6239300.84
AUM :6,897 Cr
Ann Rtn : 23.18 %
SBI Small Cap Reg Gr
24-12-2010
26-11-2025
900000.0
5161066.41
AUM :3,695 Cr
Ann Rtn : 21.03 %
DSP Small Cap Reg Gr
24-12-2010
26-11-2025
900000.0
4737985.28
AUM :1,687 Cr
Ann Rtn : 20.05 %
Quant Small Cap Gr
24-12-2010
26-11-2025
900000.0
4371476.9
AUM :3,066 Cr
Ann Rtn : 19.13 %
Franklin India Small Cap Fund Gr
24-12-2010
26-11-2025
900000.0
4320147.3
AUM :1,379 Cr
Ann Rtn : 19.0 %
HDFC Small Cap Reg Gr
24-12-2010
26-11-2025
900000.0
4238838.88
AUM :3,841 Cr
Ann Rtn : 18.78 %
Kotak -Small Cap Gr
24-12-2010
26-11-2025
900000.0
4128636.35
AUM :1,802 Cr
Ann Rtn : 18.48 %
Sundaram Small Cap Reg Gr
24-12-2010
26-11-2025
900000.0
3745050.47
AUM :350 Cr
Ann Rtn : 17.36 %
ICICI Pru Small Cap Gr
24-12-2010
26-11-2025
900000.0
3556222.45
AUM :862 Cr
Ann Rtn : 16.77 %
ABSL Small Cap Gr
24-12-2010
26-11-2025
900000.0
3148573.19
AUM :513 Cr
Ann Rtn : 15.36 %

Avg Ann Compound Return: 18.91 %