One Time/Lumpsum Performance

Data as on - 05-06-2023
Scheme Name AUM (Cr) From To Invested Amount Current Value Ann Rtn (%)
Nippon India Small Cap Fund - Growth Plan - Growth Option 26,294 05-06-2013 05-06-2023 1000000.0 1.097388756E7 27.05 %
SBI Small Cap Fund - Regular Plan - Growth 16,592 05-06-2013 05-06-2023 1000000.0 9505512.82 25.24 %
DSP Small Cap Fund - Regular - Growth 9,409 05-06-2013 05-06-2023 1000000.0 7917824.89 22.97 %
Franklin India Smaller Companies Fund-Growth 7,593 05-06-2013 05-06-2023 1000000.0 6462370.09 20.5 %
Kotak-Small Cap Fund - Growth 9,230 05-06-2013 05-06-2023 1000000.0 6387457.93 20.36 %
HDFC Small Cap Fund - Growth Option 15,857 05-06-2013 05-06-2023 1000000.0 5899954.14 19.41 %
Sundaram Small Cap Fund Regular Plan - Growth 2,068 05-06-2013 05-06-2023 1000000.0 5841047.82 19.29 %
ICICI Prudential Smallcap Fund - Growth 5,036 05-06-2013 05-06-2023 1000000.0 4884105.96 17.18 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 3,034 05-06-2013 05-06-2023 1000000.0 4573973.82 16.41 %
Quant Small Cap Fund - Growth - Regular Plan 4,092 05-06-2013 05-06-2023 1000000.0 4353224.56 15.84 %
NIFTY SMALLCAP 250 TRI 1000000.0 4907323.87 17.25 %
Category Average 1000000.0 6679935.959000001 20.43 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
05-06-2013
05-06-2023
1000000.0
1.097388756E7
AUM :26,294 Cr
Ann Rtn : 27.05 %
SBI Small Cap Reg Gr
05-06-2013
05-06-2023
1000000.0
9505512.82
AUM :16,592 Cr
Ann Rtn : 25.24 %
DSP Small Cap Reg Gr
05-06-2013
05-06-2023
1000000.0
7917824.89
AUM :9,409 Cr
Ann Rtn : 22.97 %
Franklin India Smaller Companies Gr
05-06-2013
05-06-2023
1000000.0
6462370.09
AUM :7,593 Cr
Ann Rtn : 20.5 %
Kotak -Small Cap Gr
05-06-2013
05-06-2023
1000000.0
6387457.93
AUM :9,230 Cr
Ann Rtn : 20.36 %
HDFC Small Cap Reg Gr
05-06-2013
05-06-2023
1000000.0
5899954.14
AUM :15,857 Cr
Ann Rtn : 19.41 %
Sundaram Small Cap Reg Gr
05-06-2013
05-06-2023
1000000.0
5841047.82
AUM :2,068 Cr
Ann Rtn : 19.29 %
ICICI Pru Small Cap Gr
05-06-2013
05-06-2023
1000000.0
4884105.96
AUM :5,036 Cr
Ann Rtn : 17.18 %
ABSL Small Cap Gr
05-06-2013
05-06-2023
1000000.0
4573973.82
AUM :3,034 Cr
Ann Rtn : 16.41 %
Quant Small Cap Gr
05-06-2013
05-06-2023
1000000.0
4353224.56
AUM :4,092 Cr
Ann Rtn : 15.84 %

Avg Ann Compound Return (%) : 20.43 %

Nippon India Small Cap Gr Gr
05-06-2013
05-06-2023
1200000.0
1.316866507E7
AUM :26,294 Cr
Ann Rtn : 27.05 %
SBI Small Cap Reg Gr
05-06-2013
05-06-2023
1200000.0
1.140661539E7
AUM :16,592 Cr
Ann Rtn : 25.24 %
DSP Small Cap Reg Gr
05-06-2013
05-06-2023
1200000.0
9501389.86
AUM :9,409 Cr
Ann Rtn : 22.97 %
Franklin India Smaller Companies Gr
05-06-2013
05-06-2023
1200000.0
7754844.11
AUM :7,593 Cr
Ann Rtn : 20.5 %
Kotak -Small Cap Gr
05-06-2013
05-06-2023
1200000.0
7664949.51
AUM :9,230 Cr
Ann Rtn : 20.36 %
HDFC Small Cap Reg Gr
05-06-2013
05-06-2023
1200000.0
7079944.97
AUM :15,857 Cr
Ann Rtn : 19.41 %
Sundaram Small Cap Reg Gr
05-06-2013
05-06-2023
1200000.0
7009257.39
AUM :2,068 Cr
Ann Rtn : 19.29 %
ICICI Pru Small Cap Gr
05-06-2013
05-06-2023
1200000.0
5860927.15
AUM :5,036 Cr
Ann Rtn : 17.18 %
ABSL Small Cap Gr
05-06-2013
05-06-2023
1200000.0
5488768.58
AUM :3,034 Cr
Ann Rtn : 16.41 %
Quant Small Cap Gr
05-06-2013
05-06-2023
1200000.0
5223869.46
AUM :4,092 Cr
Ann Rtn : 15.84 %

Average Ann Rtn (%) : 20.43 %

Nippon India Small Cap Gr Gr
05-06-2013
05-06-2023
5000000.0
5.486943779E7
AUM :26,294 Cr
Ann Rtn : 27.05 %
SBI Small Cap Reg Gr
05-06-2013
05-06-2023
5000000.0
4.75275641E7
AUM :16,592 Cr
Ann Rtn : 25.24 %
DSP Small Cap Reg Gr
05-06-2013
05-06-2023
5000000.0
3.958912445E7
AUM :9,409 Cr
Ann Rtn : 22.97 %
Franklin India Smaller Companies Gr
05-06-2013
05-06-2023
5000000.0
3.231185043E7
AUM :7,593 Cr
Ann Rtn : 20.5 %
Kotak -Small Cap Gr
05-06-2013
05-06-2023
5000000.0
3.193728963E7
AUM :9,230 Cr
Ann Rtn : 20.36 %
HDFC Small Cap Reg Gr
05-06-2013
05-06-2023
5000000.0
2.949977069E7
AUM :15,857 Cr
Ann Rtn : 19.41 %
Sundaram Small Cap Reg Gr
05-06-2013
05-06-2023
5000000.0
2.920523914E7
AUM :2,068 Cr
Ann Rtn : 19.29 %
ICICI Pru Small Cap Gr
05-06-2013
05-06-2023
5000000.0
2.44205298E7
AUM :5,036 Cr
Ann Rtn : 17.18 %
ABSL Small Cap Gr
05-06-2013
05-06-2023
5000000.0
2.28698691E7
AUM :3,034 Cr
Ann Rtn : 16.41 %
Quant Small Cap Gr
05-06-2013
05-06-2023
5000000.0
2.176612281E7
AUM :4,092 Cr
Ann Rtn : 15.84 %

Average Ann Rtn (%) : 20.43 %