One Time/Lumpsum Performance

Data as on - 17-04-2025
Scheme Name AUM(Cr) From To Invested Amount Current Value Ann Rtn(%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 55,480 17-04-2015 17-04-2025 1000000.0 6166050.04 19.93 %
Quant Small Cap Fund - Growth - Regular Plan 25,072 17-04-2015 17-04-2025 1000000.0 5611280.78 18.81 %
SBI Small Cap Fund - Regular Plan - Growth 30,829 17-04-2015 17-04-2025 1000000.0 5156024.6 17.81 %
HSBC Small Cap Fund - Regular Growth 14,493 17-04-2015 17-04-2025 1000000.0 4974463.18 17.39 %
Axis Small Cap Fund - Regular Plan - Growth 22,736 17-04-2015 17-04-2025 1000000.0 4898492.46 17.21 %
HDFC Small Cap Fund - Growth Option 30,223 17-04-2015 17-04-2025 1000000.0 4604285.5 16.48 %
Kotak-Small Cap Fund - Growth 15,706 17-04-2015 17-04-2025 1000000.0 4571897.55 16.4 %
DSP Small Cap Fund - Regular - Growth 14,269 17-04-2015 17-04-2025 1000000.0 4142317.86 15.26 %
Franklin India Smaller Companies Fund-Growth 11,970 17-04-2015 17-04-2025 1000000.0 4017966.41 14.91 %
ICICI Prudential Smallcap Fund - Growth 7,392 17-04-2015 17-04-2025 1000000.0 3666977.17 13.86 %
Union Small Cap Fund - Regular Plan - Growth Option 1,444 17-04-2015 17-04-2025 1000000.0 3409952.6 13.04 %
Sundaram Small Cap Fund Regular Plan - Growth 2,956 17-04-2015 17-04-2025 1000000.0 3199781.82 12.32 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,416 17-04-2015 17-04-2025 1000000.0 3157574.79 12.17 %
NIFTY SMALLCAP 250 TRI 1000000.0 3742999.87 14.1 %
Category Average 1000000.0 4429004.9815384615 15.81 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
17-04-2015
17-04-2025
1000000.0
6166050.04
AUM:55,480 Cr
Ann Rtn: 19.93%
Quant Small Cap Gr
17-04-2015
17-04-2025
1000000.0
5611280.78
AUM:25,072 Cr
Ann Rtn: 18.81%
SBI Small Cap Reg Gr
17-04-2015
17-04-2025
1000000.0
5156024.6
AUM:30,829 Cr
Ann Rtn: 17.81%
HSBC Small Cap Fund Reg Growth
17-04-2015
17-04-2025
1000000.0
4974463.18
AUM:14,493 Cr
Ann Rtn: 17.39%
Axis Small Cap Reg Gr
17-04-2015
17-04-2025
1000000.0
4898492.46
AUM:22,736 Cr
Ann Rtn: 17.21%
HDFC Small Cap Reg Gr
17-04-2015
17-04-2025
1000000.0
4604285.5
AUM:30,223 Cr
Ann Rtn: 16.48%
Kotak -Small Cap Gr
17-04-2015
17-04-2025
1000000.0
4571897.55
AUM:15,706 Cr
Ann Rtn: 16.4%
DSP Small Cap Reg Gr
17-04-2015
17-04-2025
1000000.0
4142317.86
AUM:14,269 Cr
Ann Rtn: 15.26%
Franklin India Smaller Companies Gr
17-04-2015
17-04-2025
1000000.0
4017966.41
AUM:11,970 Cr
Ann Rtn: 14.91%
ICICI Pru Small Cap Gr
17-04-2015
17-04-2025
1000000.0
3666977.17
AUM:7,392 Cr
Ann Rtn: 13.86%
Union Small Cap Reg Gr
17-04-2015
17-04-2025
1000000.0
3409952.6
AUM:1,444 Cr
Ann Rtn: 13.04%
Sundaram Small Cap Reg Gr
17-04-2015
17-04-2025
1000000.0
3199781.82
AUM:2,956 Cr
Ann Rtn: 12.32%
ABSL Small Cap Gr
17-04-2015
17-04-2025
1000000.0
3157574.79
AUM:4,416 Cr
Ann Rtn: 12.17%

Avg Ann Compound Return: 15.81%

Nippon India Small Cap Gr Gr
17-04-2015
17-04-2025
1200000.0
7399260.05
AUM:55,480 Cr
Ann Rtn: 19.93%
Quant Small Cap Gr
17-04-2015
17-04-2025
1200000.0
6733536.93
AUM:25,072 Cr
Ann Rtn: 18.81%
SBI Small Cap Reg Gr
17-04-2015
17-04-2025
1200000.0
6187229.51
AUM:30,829 Cr
Ann Rtn: 17.81%
HSBC Small Cap Fund Reg Growth
17-04-2015
17-04-2025
1200000.0
5969355.82
AUM:14,493 Cr
Ann Rtn: 17.39%
Axis Small Cap Reg Gr
17-04-2015
17-04-2025
1200000.0
5878190.95
AUM:22,736 Cr
Ann Rtn: 17.21%
HDFC Small Cap Reg Gr
17-04-2015
17-04-2025
1200000.0
5525142.6
AUM:30,223 Cr
Ann Rtn: 16.48%
Kotak -Small Cap Gr
17-04-2015
17-04-2025
1200000.0
5486277.07
AUM:15,706 Cr
Ann Rtn: 16.4%
DSP Small Cap Reg Gr
17-04-2015
17-04-2025
1200000.0
4970781.44
AUM:14,269 Cr
Ann Rtn: 15.26%
Franklin India Smaller Companies Gr
17-04-2015
17-04-2025
1200000.0
4821559.7
AUM:11,970 Cr
Ann Rtn: 14.91%
ICICI Pru Small Cap Gr
17-04-2015
17-04-2025
1200000.0
4400372.61
AUM:7,392 Cr
Ann Rtn: 13.86%
Union Small Cap Reg Gr
17-04-2015
17-04-2025
1200000.0
4091943.13
AUM:1,444 Cr
Ann Rtn: 13.04%
Sundaram Small Cap Reg Gr
17-04-2015
17-04-2025
1200000.0
3839738.17
AUM:2,956 Cr
Ann Rtn: 12.32%
ABSL Small Cap Gr
17-04-2015
17-04-2025
1200000.0
3789089.75
AUM:4,416 Cr
Ann Rtn: 12.17%

Average Ann Rtn: 15.81%

Nippon India Small Cap Gr Gr
17-04-2015
17-04-2025
5000000.0
3.083025025E7
AUM:55,480 Cr
Ann Rtn : 19.93%
Quant Small Cap Gr
17-04-2015
17-04-2025
5000000.0
2.805640389E7
AUM:25,072 Cr
Ann Rtn : 18.81%
SBI Small Cap Reg Gr
17-04-2015
17-04-2025
5000000.0
2.578012296E7
AUM:30,829 Cr
Ann Rtn : 17.81%
HSBC Small Cap Fund Reg Growth
17-04-2015
17-04-2025
5000000.0
2.487231592E7
AUM:14,493 Cr
Ann Rtn : 17.39%
Axis Small Cap Reg Gr
17-04-2015
17-04-2025
5000000.0
2.449246231E7
AUM:22,736 Cr
Ann Rtn : 17.21%
HDFC Small Cap Reg Gr
17-04-2015
17-04-2025
5000000.0
2.302142749E7
AUM:30,223 Cr
Ann Rtn : 16.48%
Kotak -Small Cap Gr
17-04-2015
17-04-2025
5000000.0
2.28594878E7
AUM:15,706 Cr
Ann Rtn : 16.4%
DSP Small Cap Reg Gr
17-04-2015
17-04-2025
5000000.0
2.071158932E7
AUM:14,269 Cr
Ann Rtn : 15.26%
Franklin India Smaller Companies Gr
17-04-2015
17-04-2025
5000000.0
2.008983209E7
AUM:11,970 Cr
Ann Rtn : 14.91%
ICICI Pru Small Cap Gr
17-04-2015
17-04-2025
5000000.0
1.833488589E7
AUM:7,392 Cr
Ann Rtn : 13.86%
Union Small Cap Reg Gr
17-04-2015
17-04-2025
5000000.0
1.704976303E7
AUM:1,444 Cr
Ann Rtn : 13.04%
Sundaram Small Cap Reg Gr
17-04-2015
17-04-2025
5000000.0
1.599890903E7
AUM:2,956 Cr
Ann Rtn : 12.32%
ABSL Small Cap Gr
17-04-2015
17-04-2025
5000000.0
1.578787396E7
AUM:4,416 Cr
Ann Rtn : 12.17%

Average Ann Rtn: 15.81%