SIP Performance

Data as on - 13-06-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 3,401 5,000 /pm 13-07-2010 13-06-2025 5452282.23 21.67 %
DSP Small Cap Fund - Regular - Growth 1,630 5,000 /pm 13-07-2010 13-06-2025 4980000.13 20.63 %
Franklin India Smaller Companies Fund-Growth 1,354 5,000 /pm 13-07-2010 13-06-2025 4651852.38 19.86 %
Quant Small Cap Fund - Growth - Regular Plan 2,819 5,000 /pm 13-07-2010 13-06-2025 4495928.34 19.47 %
Kotak-Small Cap Fund - Growth 1,733 5,000 /pm 13-07-2010 13-06-2025 4453031.24 19.36 %
HDFC Small Cap Fund - Growth Option 3,403 5,000 /pm 13-07-2010 13-06-2025 4289849.39 18.93 %
Sundaram Small Cap Fund Regular Plan - Growth 331 5,000 /pm 13-07-2010 13-06-2025 3763775.8 17.43 %
ICICI Prudential Smallcap Fund - Growth 826 5,000 /pm 13-07-2010 13-06-2025 3725777.13 17.32 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 492 5,000 /pm 13-07-2010 13-06-2025 3208175.38 15.59 %
Category Average 4335630.22 18.92 %
NIFTY SMALLCAP 250 TRI 3834935.09 17.65 %

*Compound annual growth rate

SBI Small Cap Reg Gr
13-07-2010
13-06-2025
900000.0
5452282.23
AUM :3,401 Cr
Ann Rtn : 21.67 %
DSP Small Cap Reg Gr
13-07-2010
13-06-2025
900000.0
4980000.13
AUM :1,630 Cr
Ann Rtn : 20.63 %
Franklin India Smaller Companies Gr
13-07-2010
13-06-2025
900000.0
4651852.38
AUM :1,354 Cr
Ann Rtn : 19.86 %
Quant Small Cap Gr
13-07-2010
13-06-2025
900000.0
4495928.34
AUM :2,819 Cr
Ann Rtn : 19.47 %
Kotak -Small Cap Gr
13-07-2010
13-06-2025
900000.0
4453031.24
AUM :1,733 Cr
Ann Rtn : 19.36 %
HDFC Small Cap Reg Gr
13-07-2010
13-06-2025
900000.0
4289849.39
AUM :3,403 Cr
Ann Rtn : 18.93 %
Sundaram Small Cap Reg Gr
13-07-2010
13-06-2025
900000.0
3763775.8
AUM :331 Cr
Ann Rtn : 17.43 %
ICICI Pru Small Cap Gr
13-07-2010
13-06-2025
900000.0
3725777.13
AUM :826 Cr
Ann Rtn : 17.32 %
ABSL Small Cap Gr
13-07-2010
13-06-2025
900000.0
3208175.38
AUM :492 Cr
Ann Rtn : 15.59 %

Avg Ann Compound Return: 18.92 %