One Time/Lumpsum Performance

Data as on - 21-05-2025
Scheme Name AUM(Cr) From To Invested Amount Current Value Ann Rtn(%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 58,029 21-05-2015 21-05-2025 1000000.0 6826028.21 21.16 %
Quant Small Cap Fund - Growth - Regular Plan 26,533 21-05-2015 21-05-2025 1000000.0 5907668.84 19.42 %
HSBC Small Cap Fund - Regular Growth 14,737 21-05-2015 21-05-2025 1000000.0 5540577.76 18.66 %
SBI Small Cap Fund - Regular Plan - Growth 31,790 21-05-2015 21-05-2025 1000000.0 5509653.12 18.59 %
Axis Small Cap Fund - Regular Plan - Growth 23,641 21-05-2015 21-05-2025 1000000.0 5331246.74 18.2 %
HDFC Small Cap Fund - Growth Option 30,880 21-05-2015 21-05-2025 1000000.0 5230163.73 17.98 %
Kotak-Small Cap Fund - Growth 15,867 21-05-2015 21-05-2025 1000000.0 4912365.58 17.24 %
DSP Small Cap Fund - Regular - Growth 14,258 21-05-2015 21-05-2025 1000000.0 4687665.37 16.69 %
Franklin India Smaller Companies Fund-Growth 12,530 21-05-2015 21-05-2025 1000000.0 4416415.25 16.0 %
ICICI Prudential Smallcap Fund - Growth 7,605 21-05-2015 21-05-2025 1000000.0 3934204.39 14.67 %
Union Small Cap Fund - Regular Plan - Growth Option 1,468 21-05-2015 21-05-2025 1000000.0 3662650.6 13.85 %
Sundaram Small Cap Fund Regular Plan - Growth 3,058 21-05-2015 21-05-2025 1000000.0 3627099.09 13.74 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,531 21-05-2015 21-05-2025 1000000.0 3450811.6 13.17 %
NIFTY SMALLCAP 250 TRI 1000000.0 4201242.5 15.42 %
Category Average 1000000.0 4848965.4061538465 16.87 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
21-05-2015
21-05-2025
1000000.0
6826028.21
AUM:58,029 Cr
Ann Rtn: 21.16%
Quant Small Cap Gr
21-05-2015
21-05-2025
1000000.0
5907668.84
AUM:26,533 Cr
Ann Rtn: 19.42%
HSBC Small Cap Fund Reg Growth
21-05-2015
21-05-2025
1000000.0
5540577.76
AUM:14,737 Cr
Ann Rtn: 18.66%
SBI Small Cap Reg Gr
21-05-2015
21-05-2025
1000000.0
5509653.12
AUM:31,790 Cr
Ann Rtn: 18.59%
Axis Small Cap Reg Gr
21-05-2015
21-05-2025
1000000.0
5331246.74
AUM:23,641 Cr
Ann Rtn: 18.2%
HDFC Small Cap Reg Gr
21-05-2015
21-05-2025
1000000.0
5230163.73
AUM:30,880 Cr
Ann Rtn: 17.98%
Kotak -Small Cap Gr
21-05-2015
21-05-2025
1000000.0
4912365.58
AUM:15,867 Cr
Ann Rtn: 17.24%
DSP Small Cap Reg Gr
21-05-2015
21-05-2025
1000000.0
4687665.37
AUM:14,258 Cr
Ann Rtn: 16.69%
Franklin India Smaller Companies Gr
21-05-2015
21-05-2025
1000000.0
4416415.25
AUM:12,530 Cr
Ann Rtn: 16.0%
ICICI Pru Small Cap Gr
21-05-2015
21-05-2025
1000000.0
3934204.39
AUM:7,605 Cr
Ann Rtn: 14.67%
Union Small Cap Reg Gr
21-05-2015
21-05-2025
1000000.0
3662650.6
AUM:1,468 Cr
Ann Rtn: 13.85%
Sundaram Small Cap Reg Gr
21-05-2015
21-05-2025
1000000.0
3627099.09
AUM:3,058 Cr
Ann Rtn: 13.74%
ABSL Small Cap Gr
21-05-2015
21-05-2025
1000000.0
3450811.6
AUM:4,531 Cr
Ann Rtn: 13.17%

Avg Ann Compound Return: 16.87%

Nippon India Small Cap Gr Gr
21-05-2015
21-05-2025
1200000.0
8191233.85
AUM:58,029 Cr
Ann Rtn: 21.16%
Quant Small Cap Gr
21-05-2015
21-05-2025
1200000.0
7089202.61
AUM:26,533 Cr
Ann Rtn: 19.42%
HSBC Small Cap Fund Reg Growth
21-05-2015
21-05-2025
1200000.0
6648693.31
AUM:14,737 Cr
Ann Rtn: 18.66%
SBI Small Cap Reg Gr
21-05-2015
21-05-2025
1200000.0
6611583.74
AUM:31,790 Cr
Ann Rtn: 18.59%
Axis Small Cap Reg Gr
21-05-2015
21-05-2025
1200000.0
6397496.09
AUM:23,641 Cr
Ann Rtn: 18.2%
HDFC Small Cap Reg Gr
21-05-2015
21-05-2025
1200000.0
6276196.47
AUM:30,880 Cr
Ann Rtn: 17.98%
Kotak -Small Cap Gr
21-05-2015
21-05-2025
1200000.0
5894838.69
AUM:15,867 Cr
Ann Rtn: 17.24%
DSP Small Cap Reg Gr
21-05-2015
21-05-2025
1200000.0
5625198.43
AUM:14,258 Cr
Ann Rtn: 16.69%
Franklin India Smaller Companies Gr
21-05-2015
21-05-2025
1200000.0
5299698.3
AUM:12,530 Cr
Ann Rtn: 16.0%
ICICI Pru Small Cap Gr
21-05-2015
21-05-2025
1200000.0
4721045.26
AUM:7,605 Cr
Ann Rtn: 14.67%
Union Small Cap Reg Gr
21-05-2015
21-05-2025
1200000.0
4395180.72
AUM:1,468 Cr
Ann Rtn: 13.85%
Sundaram Small Cap Reg Gr
21-05-2015
21-05-2025
1200000.0
4352518.92
AUM:3,058 Cr
Ann Rtn: 13.74%
ABSL Small Cap Gr
21-05-2015
21-05-2025
1200000.0
4140973.92
AUM:4,531 Cr
Ann Rtn: 13.17%

Average Ann Rtn: 16.87%

Nippon India Small Cap Gr Gr
21-05-2015
21-05-2025
5000000.0
3.413014104E7
AUM:58,029 Cr
Ann Rtn : 21.16%
Quant Small Cap Gr
21-05-2015
21-05-2025
5000000.0
2.953834424E7
AUM:26,533 Cr
Ann Rtn : 19.42%
HSBC Small Cap Fund Reg Growth
21-05-2015
21-05-2025
5000000.0
2.770288883E7
AUM:14,737 Cr
Ann Rtn : 18.66%
SBI Small Cap Reg Gr
21-05-2015
21-05-2025
5000000.0
2.754826562E7
AUM:31,790 Cr
Ann Rtn : 18.59%
Axis Small Cap Reg Gr
21-05-2015
21-05-2025
5000000.0
2.66562337E7
AUM:23,641 Cr
Ann Rtn : 18.2%
HDFC Small Cap Reg Gr
21-05-2015
21-05-2025
5000000.0
2.615081864E7
AUM:30,880 Cr
Ann Rtn : 17.98%
Kotak -Small Cap Gr
21-05-2015
21-05-2025
5000000.0
2.456182791E7
AUM:15,867 Cr
Ann Rtn : 17.24%
DSP Small Cap Reg Gr
21-05-2015
21-05-2025
5000000.0
2.343832683E7
AUM:14,258 Cr
Ann Rtn : 16.69%
Franklin India Smaller Companies Gr
21-05-2015
21-05-2025
5000000.0
2.208207624E7
AUM:12,530 Cr
Ann Rtn : 16.0%
ICICI Pru Small Cap Gr
21-05-2015
21-05-2025
5000000.0
1.967102193E7
AUM:7,605 Cr
Ann Rtn : 14.67%
Union Small Cap Reg Gr
21-05-2015
21-05-2025
5000000.0
1.831325301E7
AUM:1,468 Cr
Ann Rtn : 13.85%
Sundaram Small Cap Reg Gr
21-05-2015
21-05-2025
5000000.0
1.81354955E7
AUM:3,058 Cr
Ann Rtn : 13.74%
ABSL Small Cap Gr
21-05-2015
21-05-2025
5000000.0
1.725405799E7
AUM:4,531 Cr
Ann Rtn : 13.17%

Average Ann Rtn: 16.87%