SIP Performance

Data as on - 14-10-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 66,136 5,000 /pm 12-11-2010 14-10-2025 6222477.01 23.15 %
SBI Small Cap Fund - Regular Plan - Growth 35,585 5,000 /pm 12-11-2010 14-10-2025 5158316.38 21.02 %
DSP Small Cap Fund - Regular - Growth 16,496 5,000 /pm 12-11-2010 14-10-2025 4630523.51 19.79 %
Quant Small Cap Fund - Growth - Regular Plan 29,328 5,000 /pm 12-11-2010 14-10-2025 4357767.95 19.1 %
Franklin India Small Cap Fund-Growth 13,266 5,000 /pm 12-11-2010 14-10-2025 4252210.43 18.82 %
HDFC Small Cap Fund - Growth Option 36,828 5,000 /pm 12-11-2010 14-10-2025 4238276.14 18.78 %
Kotak-Small Cap Fund - Growth 17,480 5,000 /pm 12-11-2010 14-10-2025 4197305.26 18.67 %
Sundaram Small Cap Fund Regular Plan - Growth 3,341 5,000 /pm 12-11-2010 14-10-2025 3669021.01 17.13 %
ICICI Prudential Smallcap Fund - Growth 8,449 5,000 /pm 12-11-2010 14-10-2025 3589428.16 16.88 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,882 5,000 /pm 12-11-2010 14-10-2025 3064165.88 15.05 %
Category Average 4337949.17 18.84 %
NIFTY SMALLCAP 250 TRI 3656351.7 17.1 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
SIP Amt : 5000.0
Curr Val : 6222477
12-11-2010
14-10-2025
Curr Cost : 900000.0
AUM :66,136 Cr
Ann Rtn : 23.15 %
SBI Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 5158316
12-11-2010
14-10-2025
Curr Cost : 900000.0
AUM :35,585 Cr
Ann Rtn : 21.02 %
DSP Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 4630524
12-11-2010
14-10-2025
Curr Cost : 900000.0
AUM :16,496 Cr
Ann Rtn : 19.79 %
Quant Small Cap Gr
SIP Amt : 5000.0
Curr Val : 4357768
12-11-2010
14-10-2025
Curr Cost : 900000.0
AUM :29,328 Cr
Ann Rtn : 19.1 %
Franklin India Small Cap Fund Gr
SIP Amt : 5000.0
Curr Val : 4252210
12-11-2010
14-10-2025
Curr Cost : 900000.0
AUM :13,266 Cr
Ann Rtn : 18.82 %
HDFC Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 4238276
12-11-2010
14-10-2025
Curr Cost : 900000.0
AUM :36,828 Cr
Ann Rtn : 18.78 %
Kotak -Small Cap Gr
SIP Amt : 5000.0
Curr Val : 4197305
12-11-2010
14-10-2025
Curr Cost : 900000.0
AUM :17,480 Cr
Ann Rtn : 18.67 %
Sundaram Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 3669021
12-11-2010
14-10-2025
Curr Cost : 900000.0
AUM :3,341 Cr
Ann Rtn : 17.13 %
ICICI Pru Small Cap Gr
SIP Amt : 5000.0
Curr Val : 3589428
12-11-2010
14-10-2025
Curr Cost : 900000.0
AUM :8,449 Cr
Ann Rtn : 16.88 %
ABSL Small Cap Gr
SIP Amt : 5000.0
Curr Val : 3064166
12-11-2010
14-10-2025
Curr Cost : 900000.0
AUM :4,882 Cr
Ann Rtn : 15.05 %

Avg Ann Compound Return: 18.84 %

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