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One Time/Lumpsum Performance

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Data as on - 31-05-2023
Scheme Name AUM (Cr) From To Invested Amount Current Value Ann Rtn (%)
Nippon India Small Cap Fund - Growth Plan - Growth Option 26,294 31-05-2013 31-05-2023 1000000.0 1.083860226E7 26.89 %
SBI Small Cap Fund - Regular Plan - Growth 16,592 31-05-2013 31-05-2023 1000000.0 9365377.29 25.05 %
DSP Small Cap Fund - Regular - Growth 9,409 31-05-2013 31-05-2023 1000000.0 7809855.52 22.8 %
Kotak-Small Cap Fund - Growth 9,230 31-05-2013 31-05-2023 1000000.0 6375550.38 20.34 %
Franklin India Smaller Companies Fund-Growth 7,593 31-05-2013 31-05-2023 1000000.0 6351664.93 20.29 %
HDFC Small Cap Fund - Growth Option 15,857 31-05-2013 31-05-2023 1000000.0 5814785.79 19.24 %
Sundaram Small Cap Fund Regular Plan - Growth 2,068 31-05-2013 31-05-2023 1000000.0 5751085.34 19.11 %
ICICI Prudential Smallcap Fund - Growth 5,036 31-05-2013 31-05-2023 1000000.0 4782072.37 16.93 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 3,034 31-05-2013 31-05-2023 1000000.0 4521740.17 16.28 %
Quant Small Cap Fund - Growth - Regular Plan 4,092 31-05-2013 31-05-2023 1000000.0 4293885.25 15.68 %
NIFTY SMALLCAP 250 TRI 1000000.0 4868845.99 17.14 %
Category Average 1000000.0 6590461.929999999 20.26 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
31-05-2013
31-05-2023
1000000.0
1.083860226E7
AUM :26,294 Cr
Ann Rtn : 26.89 %
SBI Small Cap Reg Gr
31-05-2013
31-05-2023
1000000.0
9365377.29
AUM :16,592 Cr
Ann Rtn : 25.05 %
DSP Small Cap Reg Gr
31-05-2013
31-05-2023
1000000.0
7809855.52
AUM :9,409 Cr
Ann Rtn : 22.8 %
Kotak -Small Cap Gr
31-05-2013
31-05-2023
1000000.0
6375550.38
AUM :9,230 Cr
Ann Rtn : 20.34 %
Franklin India Smaller Companies Gr
31-05-2013
31-05-2023
1000000.0
6351664.93
AUM :7,593 Cr
Ann Rtn : 20.29 %
HDFC Small Cap Reg Gr
31-05-2013
31-05-2023
1000000.0
5814785.79
AUM :15,857 Cr
Ann Rtn : 19.24 %
Sundaram Small Cap Reg Gr
31-05-2013
31-05-2023
1000000.0
5751085.34
AUM :2,068 Cr
Ann Rtn : 19.11 %
ICICI Pru Small Cap Gr
31-05-2013
31-05-2023
1000000.0
4782072.37
AUM :5,036 Cr
Ann Rtn : 16.93 %
ABSL Small Cap Gr
31-05-2013
31-05-2023
1000000.0
4521740.17
AUM :3,034 Cr
Ann Rtn : 16.28 %
Quant Small Cap Gr
31-05-2013
31-05-2023
1000000.0
4293885.25
AUM :4,092 Cr
Ann Rtn : 15.68 %

Avg Ann Compound Return (%) : 20.26 %

Nippon India Small Cap Gr Gr
31-05-2013
31-05-2023
1200000.0
1.300632271E7
AUM :26,294 Cr
Ann Rtn : 26.89 %
SBI Small Cap Reg Gr
31-05-2013
31-05-2023
1200000.0
1.123845274E7
AUM :16,592 Cr
Ann Rtn : 25.05 %
DSP Small Cap Reg Gr
31-05-2013
31-05-2023
1200000.0
9371826.62
AUM :9,409 Cr
Ann Rtn : 22.8 %
Kotak -Small Cap Gr
31-05-2013
31-05-2023
1200000.0
7650660.45
AUM :9,230 Cr
Ann Rtn : 20.34 %
Franklin India Smaller Companies Gr
31-05-2013
31-05-2023
1200000.0
7621997.92
AUM :7,593 Cr
Ann Rtn : 20.29 %
HDFC Small Cap Reg Gr
31-05-2013
31-05-2023
1200000.0
6977742.95
AUM :15,857 Cr
Ann Rtn : 19.24 %
Sundaram Small Cap Reg Gr
31-05-2013
31-05-2023
1200000.0
6901302.41
AUM :2,068 Cr
Ann Rtn : 19.11 %
ICICI Pru Small Cap Gr
31-05-2013
31-05-2023
1200000.0
5738486.84
AUM :5,036 Cr
Ann Rtn : 16.93 %
ABSL Small Cap Gr
31-05-2013
31-05-2023
1200000.0
5426088.21
AUM :3,034 Cr
Ann Rtn : 16.28 %
Quant Small Cap Gr
31-05-2013
31-05-2023
1200000.0
5152662.31
AUM :4,092 Cr
Ann Rtn : 15.68 %

Average Ann Rtn (%) : 20.26 %

Nippon India Small Cap Gr Gr
31-05-2013
31-05-2023
5000000.0
5.419301129E7
AUM :26,294 Cr
Ann Rtn : 26.89 %
SBI Small Cap Reg Gr
31-05-2013
31-05-2023
5000000.0
4.682688642E7
AUM :16,592 Cr
Ann Rtn : 25.05 %
DSP Small Cap Reg Gr
31-05-2013
31-05-2023
5000000.0
3.90492776E7
AUM :9,409 Cr
Ann Rtn : 22.8 %
Kotak -Small Cap Gr
31-05-2013
31-05-2023
5000000.0
3.187775188E7
AUM :9,230 Cr
Ann Rtn : 20.34 %
Franklin India Smaller Companies Gr
31-05-2013
31-05-2023
5000000.0
3.175832468E7
AUM :7,593 Cr
Ann Rtn : 20.29 %
HDFC Small Cap Reg Gr
31-05-2013
31-05-2023
5000000.0
2.907392894E7
AUM :15,857 Cr
Ann Rtn : 19.24 %
Sundaram Small Cap Reg Gr
31-05-2013
31-05-2023
5000000.0
2.87554267E7
AUM :2,068 Cr
Ann Rtn : 19.11 %
ICICI Pru Small Cap Gr
31-05-2013
31-05-2023
5000000.0
2.391036184E7
AUM :5,036 Cr
Ann Rtn : 16.93 %
ABSL Small Cap Gr
31-05-2013
31-05-2023
5000000.0
2.260870088E7
AUM :3,034 Cr
Ann Rtn : 16.28 %
Quant Small Cap Gr
31-05-2013
31-05-2023
5000000.0
2.146942629E7
AUM :4,092 Cr
Ann Rtn : 15.68 %

Average Ann Rtn (%) : 20.26 %