SIP Performance

Data as on - 23-01-2026
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,287 5,000 /pm 23-02-2011 23-01-2026 5540200.0 21.84 %
SBI Small Cap Fund - Regular Plan - Growth 36,268 5,000 /pm 23-02-2011 23-01-2026 4610508.08 19.75 %
DSP Small Cap Fund - Regular - Growth 16,935 5,000 /pm 23-02-2011 23-01-2026 4266250.38 18.86 %
HDFC Small Cap Fund - Growth Option 37,753 5,000 /pm 23-02-2011 23-01-2026 3829142.63 17.63 %
Franklin India Small Cap Fund-Growth 13,238 5,000 /pm 23-02-2011 23-01-2026 3816469.19 17.59 %
Quant Small Cap Fund - Growth - Regular Plan 29,375 5,000 /pm 23-02-2011 23-01-2026 3818103.29 17.59 %
Kotak-Small Cap Fund - Growth 17,258 5,000 /pm 23-02-2011 23-01-2026 3678397.26 17.17 %
Sundaram Small Cap Fund Regular Plan - Growth 3,401 5,000 /pm 23-02-2011 23-01-2026 3374486.9 16.17 %
ICICI Prudential Smallcap Fund - Growth 8,428 5,000 /pm 23-02-2011 23-01-2026 3258609.68 15.77 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,938 5,000 /pm 23-02-2011 23-01-2026 2798202.63 14.0 %
Category Average 3899037.0 17.64 %
NIFTY SMALLCAP 250 TRI 3316571.52 15.98 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
SIP Amt : 5000.0
Curr Val : 5540200
23-02-2011
23-01-2026
Curr Cost : 900000.0
AUM :68,287 Cr
Ann Rtn : 21.84 %
SBI Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 4610508
23-02-2011
23-01-2026
Curr Cost : 900000.0
AUM :36,268 Cr
Ann Rtn : 19.75 %
DSP Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 4266250
23-02-2011
23-01-2026
Curr Cost : 900000.0
AUM :16,935 Cr
Ann Rtn : 18.86 %
HDFC Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 3829143
23-02-2011
23-01-2026
Curr Cost : 900000.0
AUM :37,753 Cr
Ann Rtn : 17.63 %
Franklin India Small Cap Fund Gr
SIP Amt : 5000.0
Curr Val : 3816469
23-02-2011
23-01-2026
Curr Cost : 900000.0
AUM :13,238 Cr
Ann Rtn : 17.59 %
Quant Small Cap Gr
SIP Amt : 5000.0
Curr Val : 3818103
23-02-2011
23-01-2026
Curr Cost : 900000.0
AUM :29,375 Cr
Ann Rtn : 17.59 %
Kotak -Small Cap Gr
SIP Amt : 5000.0
Curr Val : 3678397
23-02-2011
23-01-2026
Curr Cost : 900000.0
AUM :17,258 Cr
Ann Rtn : 17.17 %
Sundaram Small Cap Reg Gr
SIP Amt : 5000.0
Curr Val : 3374487
23-02-2011
23-01-2026
Curr Cost : 900000.0
AUM :3,401 Cr
Ann Rtn : 16.17 %
ICICI Pru Small Cap Gr
SIP Amt : 5000.0
Curr Val : 3258610
23-02-2011
23-01-2026
Curr Cost : 900000.0
AUM :8,428 Cr
Ann Rtn : 15.77 %
ABSL Small Cap Gr
SIP Amt : 5000.0
Curr Val : 2798203
23-02-2011
23-01-2026
Curr Cost : 900000.0
AUM :4,938 Cr
Ann Rtn : 14.0 %

Avg Ann Compound Return: 17.64 %

youtube
youtube
youtube
youtube
Invest Now