SIP Performance

Data as on - 22-08-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 65,922 5,000 /pm 22-09-2010 22-08-2025 6447293.29 23.57 %
SBI Small Cap Fund - Regular Plan - Growth 35,563 5,000 /pm 22-09-2010 22-08-2025 5447818.44 21.66 %
DSP Small Cap Fund - Regular - Growth 17,005 5,000 /pm 22-09-2010 22-08-2025 4863603.61 20.36 %
Franklin India Small Cap Fund-Growth 13,825 5,000 /pm 22-09-2010 22-08-2025 4457684.86 19.37 %
Quant Small Cap Fund - Growth - Regular Plan 29,688 5,000 /pm 22-09-2010 22-08-2025 4425549.34 19.29 %
Kotak-Small Cap Fund - Growth 17,903 5,000 /pm 22-09-2010 22-08-2025 4378448.99 19.17 %
HDFC Small Cap Fund - Growth Option 36,353 5,000 /pm 22-09-2010 22-08-2025 4368121.73 19.14 %
ICICI Prudential Smallcap Fund - Growth 8,498 5,000 /pm 22-09-2010 22-08-2025 3728591.68 17.33 %
Sundaram Small Cap Fund Regular Plan - Growth 3,394 5,000 /pm 22-09-2010 22-08-2025 3714357.82 17.28 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,011 5,000 /pm 22-09-2010 22-08-2025 3145902.76 15.36 %
Category Average 4497737.25 19.25 %
NIFTY SMALLCAP 250 TRI 3758462.74 17.42 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
22-09-2010
22-08-2025
900000.0
6447293.29
AUM :65,922 Cr
Ann Rtn : 23.57 %
SBI Small Cap Reg Gr
22-09-2010
22-08-2025
900000.0
5447818.44
AUM :35,563 Cr
Ann Rtn : 21.66 %
DSP Small Cap Reg Gr
22-09-2010
22-08-2025
900000.0
4863603.61
AUM :17,005 Cr
Ann Rtn : 20.36 %
Franklin India Small Cap Fund Gr
22-09-2010
22-08-2025
900000.0
4457684.86
AUM :13,825 Cr
Ann Rtn : 19.37 %
Quant Small Cap Gr
22-09-2010
22-08-2025
900000.0
4425549.34
AUM :29,688 Cr
Ann Rtn : 19.29 %
Kotak -Small Cap Gr
22-09-2010
22-08-2025
900000.0
4378448.99
AUM :17,903 Cr
Ann Rtn : 19.17 %
HDFC Small Cap Reg Gr
22-09-2010
22-08-2025
900000.0
4368121.73
AUM :36,353 Cr
Ann Rtn : 19.14 %
ICICI Pru Small Cap Gr
22-09-2010
22-08-2025
900000.0
3728591.68
AUM :8,498 Cr
Ann Rtn : 17.33 %
Sundaram Small Cap Reg Gr
22-09-2010
22-08-2025
900000.0
3714357.82
AUM :3,394 Cr
Ann Rtn : 17.28 %
ABSL Small Cap Gr
22-09-2010
22-08-2025
900000.0
3145902.76
AUM :5,011 Cr
Ann Rtn : 15.36 %

Avg Ann Compound Return: 19.25 %

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