SIP Performance

Data as on - 05-12-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,969 5,000 /pm 05-01-2011 05-12-2025 6018883.35 22.79 %
SBI Small Cap Fund - Regular Plan - Growth 36,945 5,000 /pm 05-01-2011 05-12-2025 5025398.09 20.74 %
DSP Small Cap Fund - Regular - Growth 16,868 5,000 /pm 05-01-2011 05-12-2025 4612310.97 19.76 %
Quant Small Cap Fund - Growth - Regular Plan 30,661 5,000 /pm 05-01-2011 05-12-2025 4242268.57 18.8 %
Franklin India Small Cap Fund-Growth 13,790 5,000 /pm 05-01-2011 05-12-2025 4146675.47 18.54 %
HDFC Small Cap Fund - Growth Option 38,412 5,000 /pm 05-01-2011 05-12-2025 4120381.23 18.47 %
Kotak-Small Cap Fund - Growth 18,024 5,000 /pm 05-01-2011 05-12-2025 4012937.35 18.17 %
Sundaram Small Cap Fund Regular Plan - Growth 3,496 5,000 /pm 05-01-2011 05-12-2025 3624131.66 17.0 %
ICICI Prudential Smallcap Fund - Growth 8,622 5,000 /pm 05-01-2011 05-12-2025 3502951.18 16.61 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,127 5,000 /pm 05-01-2011 05-12-2025 3020193.24 14.89 %
Category Average 4232613.11 18.58 %
NIFTY SMALLCAP 250 TRI 3536944.76 16.72 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
SIP Amt : 5000.0
Curr Val : 6018883
05-01-2011
05-12-2025
Curr Cost : 900000.0
AUM :68,969 Cr
Ann Rtn : 22.79 %
SBI Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 5025398
05-01-2011
05-12-2025
Curr Cost : 900000.0
AUM :36,945 Cr
Ann Rtn : 20.74 %
DSP Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 4612311
05-01-2011
05-12-2025
Curr Cost : 900000.0
AUM :16,868 Cr
Ann Rtn : 19.76 %
Quant Small Cap Gr
SIP Amt : 5000.0
Curr Val : 4242269
05-01-2011
05-12-2025
Curr Cost : 900000.0
AUM :30,661 Cr
Ann Rtn : 18.8 %
Franklin India Small Cap Fund Gr
SIP Amt : 5000.0
Curr Val : 4146675
05-01-2011
05-12-2025
Curr Cost : 900000.0
AUM :13,790 Cr
Ann Rtn : 18.54 %
HDFC Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 4120381
05-01-2011
05-12-2025
Curr Cost : 900000.0
AUM :38,412 Cr
Ann Rtn : 18.47 %
Kotak -Small Cap Gr
SIP Amt : 5000.0
Curr Val : 4012937
05-01-2011
05-12-2025
Curr Cost : 900000.0
AUM :18,024 Cr
Ann Rtn : 18.17 %
Sundaram Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 3624132
05-01-2011
05-12-2025
Curr Cost : 900000.0
AUM :3,496 Cr
Ann Rtn : 17.0 %
ICICI Pru Small Cap Gr
SIP Amt : 5000.0
Curr Val : 3502951
05-01-2011
05-12-2025
Curr Cost : 900000.0
AUM :8,622 Cr
Ann Rtn : 16.61 %
ABSL Small Cap Gr
SIP Amt : 5000.0
Curr Val : 3020193
05-01-2011
05-12-2025
Curr Cost : 900000.0
AUM :5,127 Cr
Ann Rtn : 14.89 %

Avg Ann Compound Return: 18.58 %

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