One Time/Lumpsum Performance

Data as on - 18-04-2024
Scheme Name AUM(Cr) From To Invested Amount Current Value Ann Rtn(%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 45,749 18-04-2014 18-04-2024 1000000.0 1.043167485E7 26.43 %
SBI Small Cap Fund - Regular Plan - Growth 25,435 18-04-2014 18-04-2024 1000000.0 9695735.17 25.5 %
DSP Small Cap Fund - Regular - Growth 13,039 18-04-2014 18-04-2024 1000000.0 7834397.64 22.86 %
Axis Small Cap Fund - Regular Plan - Growth 19,030 18-04-2014 18-04-2024 1000000.0 7500425.53 22.32 %
Kotak-Small Cap Fund - Growth 13,882 18-04-2014 18-04-2024 1000000.0 7140802.07 21.72 %
Franklin India Smaller Companies Fund-Growth 11,540 18-04-2014 18-04-2024 1000000.0 6819808.71 21.17 %
HDFC Small Cap Fund - Growth Option 27,574 18-04-2014 18-04-2024 1000000.0 6723185.86 20.99 %
Quant Small Cap Fund - Growth - Regular Plan 17,349 18-04-2014 18-04-2024 1000000.0 6491221.57 20.57 %
Sundaram Small Cap Fund Regular Plan - Growth 2,958 18-04-2014 18-04-2024 1000000.0 6034875.79 19.69 %
ICICI Prudential Smallcap Fund - Growth 7,173 18-04-2014 18-04-2024 1000000.0 5317931.03 18.19 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,444 18-04-2014 18-04-2024 1000000.0 4894891.52 17.21 %
NIFTY SMALLCAP 250 TRI 1000000.0 5815822.52 19.25 %
Category Average 1000000.0 7171359.067272726 21.51 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
18-04-2014
18-04-2024
1000000.0
1.043167485E7
AUM:45,749 Cr
Ann Rtn: 26.43%
SBI Small Cap Reg Gr
18-04-2014
18-04-2024
1000000.0
9695735.17
AUM:25,435 Cr
Ann Rtn: 25.5%
DSP Small Cap Reg Gr
18-04-2014
18-04-2024
1000000.0
7834397.64
AUM:13,039 Cr
Ann Rtn: 22.86%
Axis Small Cap Reg Gr
18-04-2014
18-04-2024
1000000.0
7500425.53
AUM:19,030 Cr
Ann Rtn: 22.32%
Kotak -Small Cap Gr
18-04-2014
18-04-2024
1000000.0
7140802.07
AUM:13,882 Cr
Ann Rtn: 21.72%
Franklin India Smaller Companies Gr
18-04-2014
18-04-2024
1000000.0
6819808.71
AUM:11,540 Cr
Ann Rtn: 21.17%
HDFC Small Cap Reg Gr
18-04-2014
18-04-2024
1000000.0
6723185.86
AUM:27,574 Cr
Ann Rtn: 20.99%
Quant Small Cap Gr
18-04-2014
18-04-2024
1000000.0
6491221.57
AUM:17,349 Cr
Ann Rtn: 20.57%
Sundaram Small Cap Reg Gr
18-04-2014
18-04-2024
1000000.0
6034875.79
AUM:2,958 Cr
Ann Rtn: 19.69%
ICICI Pru Small Cap Gr
18-04-2014
18-04-2024
1000000.0
5317931.03
AUM:7,173 Cr
Ann Rtn: 18.19%
ABSL Small Cap Gr
18-04-2014
18-04-2024
1000000.0
4894891.52
AUM:4,444 Cr
Ann Rtn: 17.21%

Avg Ann Compound Return: 21.51%

Nippon India Small Cap Gr Gr
18-04-2014
18-04-2024
1200000.0
1.251800982E7
AUM:45,749 Cr
Ann Rtn: 26.43%
SBI Small Cap Reg Gr
18-04-2014
18-04-2024
1200000.0
1.163488221E7
AUM:25,435 Cr
Ann Rtn: 25.5%
DSP Small Cap Reg Gr
18-04-2014
18-04-2024
1200000.0
9401277.17
AUM:13,039 Cr
Ann Rtn: 22.86%
Axis Small Cap Reg Gr
18-04-2014
18-04-2024
1200000.0
9000510.64
AUM:19,030 Cr
Ann Rtn: 22.32%
Kotak -Small Cap Gr
18-04-2014
18-04-2024
1200000.0
8568962.48
AUM:13,882 Cr
Ann Rtn: 21.72%
Franklin India Smaller Companies Gr
18-04-2014
18-04-2024
1200000.0
8183770.46
AUM:11,540 Cr
Ann Rtn: 21.17%
HDFC Small Cap Reg Gr
18-04-2014
18-04-2024
1200000.0
8067823.03
AUM:27,574 Cr
Ann Rtn: 20.99%
Quant Small Cap Gr
18-04-2014
18-04-2024
1200000.0
7789465.89
AUM:17,349 Cr
Ann Rtn: 20.57%
Sundaram Small Cap Reg Gr
18-04-2014
18-04-2024
1200000.0
7241850.94
AUM:2,958 Cr
Ann Rtn: 19.69%
ICICI Pru Small Cap Gr
18-04-2014
18-04-2024
1200000.0
6381517.24
AUM:7,173 Cr
Ann Rtn: 18.19%
ABSL Small Cap Gr
18-04-2014
18-04-2024
1200000.0
5873869.82
AUM:4,444 Cr
Ann Rtn: 17.21%

Average Ann Rtn: 21.51%

Nippon India Small Cap Gr Gr
18-04-2014
18-04-2024
5000000.0
5.215837424E7
AUM:45,749 Cr
Ann Rtn : 26.43%
SBI Small Cap Reg Gr
18-04-2014
18-04-2024
5000000.0
4.847867584E7
AUM:25,435 Cr
Ann Rtn : 25.5%
DSP Small Cap Reg Gr
18-04-2014
18-04-2024
5000000.0
3.917198818E7
AUM:13,039 Cr
Ann Rtn : 22.86%
Axis Small Cap Reg Gr
18-04-2014
18-04-2024
5000000.0
3.750212766E7
AUM:19,030 Cr
Ann Rtn : 22.32%
Kotak -Small Cap Gr
18-04-2014
18-04-2024
5000000.0
3.570401033E7
AUM:13,882 Cr
Ann Rtn : 21.72%
Franklin India Smaller Companies Gr
18-04-2014
18-04-2024
5000000.0
3.409904358E7
AUM:11,540 Cr
Ann Rtn : 21.17%
HDFC Small Cap Reg Gr
18-04-2014
18-04-2024
5000000.0
3.361592931E7
AUM:27,574 Cr
Ann Rtn : 20.99%
Quant Small Cap Gr
18-04-2014
18-04-2024
5000000.0
3.245610785E7
AUM:17,349 Cr
Ann Rtn : 20.57%
Sundaram Small Cap Reg Gr
18-04-2014
18-04-2024
5000000.0
3.01743789E7
AUM:2,958 Cr
Ann Rtn : 19.69%
ICICI Pru Small Cap Gr
18-04-2014
18-04-2024
5000000.0
2.658965517E7
AUM:7,173 Cr
Ann Rtn : 18.19%
ABSL Small Cap Gr
18-04-2014
18-04-2024
5000000.0
2.447445759E7
AUM:4,444 Cr
Ann Rtn : 17.21%

Average Ann Rtn: 21.51%