One Time/Lumpsum Performance

Data as on - 21-02-2024
Scheme Name AUM(Cr) From To Invested Amount Current Value Ann Rtn(%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 45,894 21-02-2014 21-02-2024 1000000.0 1.193459798E7 28.12 %
SBI Small Cap Fund - Regular Plan - Growth 24,862 21-02-2014 21-02-2024 1000000.0 1.074880334E7 26.79 %
DSP Small Cap Fund - Regular - Growth 13,859 21-02-2014 21-02-2024 1000000.0 8937098.0 24.47 %
Axis Small Cap Fund - Regular Plan - Growth 19,531 21-02-2014 21-02-2024 1000000.0 8917505.03 24.44 %
Kotak-Small Cap Fund - Growth 14,426 21-02-2014 21-02-2024 1000000.0 7971052.81 23.06 %
Franklin India Smaller Companies Fund-Growth 11,834 21-02-2014 21-02-2024 1000000.0 7839333.0 22.85 %
Sundaram Small Cap Fund Regular Plan - Growth 3,063 21-02-2014 21-02-2024 1000000.0 7465268.0 22.25 %
HDFC Small Cap Fund - Growth Option 28,607 21-02-2014 21-02-2024 1000000.0 7292857.57 21.97 %
Quant Small Cap Fund - Growth - Regular Plan 15,664 21-02-2014 21-02-2024 1000000.0 6508692.17 20.59 %
ICICI Prudential Smallcap Fund - Growth 7,455 21-02-2014 21-02-2024 1000000.0 5928074.25 19.47 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,491 21-02-2014 21-02-2024 1000000.0 5501129.64 18.58 %
NIFTY SMALLCAP 250 TRI 1000000.0 6842773.78 21.19 %
Category Average 1000000.0 8094946.526363637 22.96 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
21-02-2014
21-02-2024
1000000.0
1.193459798E7
AUM:45,894 Cr
Ann Rtn: 28.12%
SBI Small Cap Reg Gr
21-02-2014
21-02-2024
1000000.0
1.074880334E7
AUM:24,862 Cr
Ann Rtn: 26.79%
DSP Small Cap Reg Gr
21-02-2014
21-02-2024
1000000.0
8937098.0
AUM:13,859 Cr
Ann Rtn: 24.47%
Axis Small Cap Reg Gr
21-02-2014
21-02-2024
1000000.0
8917505.03
AUM:19,531 Cr
Ann Rtn: 24.44%
Kotak -Small Cap Gr
21-02-2014
21-02-2024
1000000.0
7971052.81
AUM:14,426 Cr
Ann Rtn: 23.06%
Franklin India Smaller Companies Gr
21-02-2014
21-02-2024
1000000.0
7839333.0
AUM:11,834 Cr
Ann Rtn: 22.85%
Sundaram Small Cap Reg Gr
21-02-2014
21-02-2024
1000000.0
7465268.0
AUM:3,063 Cr
Ann Rtn: 22.25%
HDFC Small Cap Reg Gr
21-02-2014
21-02-2024
1000000.0
7292857.57
AUM:28,607 Cr
Ann Rtn: 21.97%
Quant Small Cap Gr
21-02-2014
21-02-2024
1000000.0
6508692.17
AUM:15,664 Cr
Ann Rtn: 20.59%
ICICI Pru Small Cap Gr
21-02-2014
21-02-2024
1000000.0
5928074.25
AUM:7,455 Cr
Ann Rtn: 19.47%
ABSL Small Cap Gr
21-02-2014
21-02-2024
1000000.0
5501129.64
AUM:5,491 Cr
Ann Rtn: 18.58%

Avg Ann Compound Return: 22.96%

Nippon India Small Cap Gr Gr
21-02-2014
21-02-2024
1200000.0
1.432151756E7
AUM:45,894 Cr
Ann Rtn: 28.12%
SBI Small Cap Reg Gr
21-02-2014
21-02-2024
1200000.0
1.289856399E7
AUM:24,862 Cr
Ann Rtn: 26.79%
DSP Small Cap Reg Gr
21-02-2014
21-02-2024
1200000.0
1.07245176E7
AUM:13,859 Cr
Ann Rtn: 24.47%
Axis Small Cap Reg Gr
21-02-2014
21-02-2024
1200000.0
1.070100604E7
AUM:19,531 Cr
Ann Rtn: 24.44%
Kotak -Small Cap Gr
21-02-2014
21-02-2024
1200000.0
9565263.39
AUM:14,426 Cr
Ann Rtn: 23.06%
Franklin India Smaller Companies Gr
21-02-2014
21-02-2024
1200000.0
9407199.6
AUM:11,834 Cr
Ann Rtn: 22.85%
Sundaram Small Cap Reg Gr
21-02-2014
21-02-2024
1200000.0
8958321.6
AUM:3,063 Cr
Ann Rtn: 22.25%
HDFC Small Cap Reg Gr
21-02-2014
21-02-2024
1200000.0
8751429.08
AUM:28,607 Cr
Ann Rtn: 21.97%
Quant Small Cap Gr
21-02-2014
21-02-2024
1200000.0
7810430.61
AUM:15,664 Cr
Ann Rtn: 20.59%
ICICI Pru Small Cap Gr
21-02-2014
21-02-2024
1200000.0
7113689.1
AUM:7,455 Cr
Ann Rtn: 19.47%
ABSL Small Cap Gr
21-02-2014
21-02-2024
1200000.0
6601355.57
AUM:5,491 Cr
Ann Rtn: 18.58%

Average Ann Rtn: 22.96%

Nippon India Small Cap Gr Gr
21-02-2014
21-02-2024
5000000.0
5.967298987E7
AUM:45,894 Cr
Ann Rtn : 28.12%
SBI Small Cap Reg Gr
21-02-2014
21-02-2024
5000000.0
5.374401665E7
AUM:24,862 Cr
Ann Rtn : 26.79%
DSP Small Cap Reg Gr
21-02-2014
21-02-2024
5000000.0
4.468549003E7
AUM:13,859 Cr
Ann Rtn : 24.47%
Axis Small Cap Reg Gr
21-02-2014
21-02-2024
5000000.0
4.458752516E7
AUM:19,531 Cr
Ann Rtn : 24.44%
Kotak -Small Cap Gr
21-02-2014
21-02-2024
5000000.0
3.98552641E7
AUM:14,426 Cr
Ann Rtn : 23.06%
Franklin India Smaller Companies Gr
21-02-2014
21-02-2024
5000000.0
3.919666497E7
AUM:11,834 Cr
Ann Rtn : 22.85%
Sundaram Small Cap Reg Gr
21-02-2014
21-02-2024
5000000.0
3.732633998E7
AUM:3,063 Cr
Ann Rtn : 22.25%
HDFC Small Cap Reg Gr
21-02-2014
21-02-2024
5000000.0
3.646428786E7
AUM:28,607 Cr
Ann Rtn : 21.97%
Quant Small Cap Gr
21-02-2014
21-02-2024
5000000.0
3.254346087E7
AUM:15,664 Cr
Ann Rtn : 20.59%
ICICI Pru Small Cap Gr
21-02-2014
21-02-2024
5000000.0
2.964037123E7
AUM:7,455 Cr
Ann Rtn : 19.47%
ABSL Small Cap Gr
21-02-2014
21-02-2024
5000000.0
2.750564821E7
AUM:5,491 Cr
Ann Rtn : 18.58%

Average Ann Rtn: 22.96%