One Time/Lumpsum Performance

Data as on - 31-03-2023
Scheme Name AUM (Cr) From To Invested Amount Current Value Ann Rtn (%)
Nippon India Small Cap Fund - Growth Plan - Growth Option 23,910 29-03-2013 31-03-2023 1000000.0 9583249.89 25.35 %
SBI Small Cap Fund - Regular Plan - Growth 15,395 29-03-2013 31-03-2023 1000000.0 9012271.97 24.58 %
DSP Small Cap Fund - Regular - Growth 8,954 29-03-2013 31-03-2023 1000000.0 7187790.32 21.8 %
Franklin India Smaller Companies Fund-Growth 7,309 29-03-2013 31-03-2023 1000000.0 6028594.3 19.67 %
Kotak-Small Cap Fund - Growth 8,618 29-03-2013 31-03-2023 1000000.0 5990391.95 19.6 %
HDFC Small Cap Fund - Growth Option 14,649 29-03-2013 31-03-2023 1000000.0 5383169.99 18.33 %
Sundaram Small Cap Fund Regular Plan - Growth 1,962 29-03-2013 31-03-2023 1000000.0 5148010.72 17.8 %
ICICI Prudential Smallcap Fund - Growth 4,618 29-03-2013 31-03-2023 1000000.0 4463952.5 16.14 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 2,902 29-03-2013 31-03-2023 1000000.0 4182118.53 15.38 %
Quant Small Cap Fund - Growth - Regular Plan 3,302 29-03-2013 31-03-2023 1000000.0 3973174.3 14.78 %
NIFTY SMALLCAP 250 TRI 1000000.0 4318458.94 15.75 %
Category Average 1000000.0 6095272.447 19.34 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
29-03-2013
31-03-2023
1000000.0
9583249.89
AUM :23,910 Cr
Ann Rtn : 25.35 %
SBI Small Cap Reg Gr
29-03-2013
31-03-2023
1000000.0
9012271.97
AUM :15,395 Cr
Ann Rtn : 24.58 %
DSP Small Cap Reg Gr
29-03-2013
31-03-2023
1000000.0
7187790.32
AUM :8,954 Cr
Ann Rtn : 21.8 %
Franklin India Smaller Companies Gr
29-03-2013
31-03-2023
1000000.0
6028594.3
AUM :7,309 Cr
Ann Rtn : 19.67 %
Kotak -Small Cap Gr
29-03-2013
31-03-2023
1000000.0
5990391.95
AUM :8,618 Cr
Ann Rtn : 19.6 %
HDFC Small Cap Reg Gr
29-03-2013
31-03-2023
1000000.0
5383169.99
AUM :14,649 Cr
Ann Rtn : 18.33 %
Sundaram Small Cap Reg Gr
29-03-2013
31-03-2023
1000000.0
5148010.72
AUM :1,962 Cr
Ann Rtn : 17.8 %
ICICI Pru Small Cap Gr
29-03-2013
31-03-2023
1000000.0
4463952.5
AUM :4,618 Cr
Ann Rtn : 16.14 %
ABSL Small Cap Gr
29-03-2013
31-03-2023
1000000.0
4182118.53
AUM :2,902 Cr
Ann Rtn : 15.38 %
Quant Small Cap Gr
29-03-2013
31-03-2023
1000000.0
3973174.3
AUM :3,302 Cr
Ann Rtn : 14.78 %

Avg Ann Compound Return (%) : 19.34 %

Nippon India Small Cap Gr Gr
29-03-2013
31-03-2023
1200000.0
1.149989987E7
AUM :23,910 Cr
Ann Rtn : 25.35 %
SBI Small Cap Reg Gr
29-03-2013
31-03-2023
1200000.0
1.081472637E7
AUM :15,395 Cr
Ann Rtn : 24.58 %
DSP Small Cap Reg Gr
29-03-2013
31-03-2023
1200000.0
8625348.37
AUM :8,954 Cr
Ann Rtn : 21.8 %
Franklin India Smaller Companies Gr
29-03-2013
31-03-2023
1200000.0
7234313.17
AUM :7,309 Cr
Ann Rtn : 19.67 %
Kotak -Small Cap Gr
29-03-2013
31-03-2023
1200000.0
7188470.34
AUM :8,618 Cr
Ann Rtn : 19.6 %
HDFC Small Cap Reg Gr
29-03-2013
31-03-2023
1200000.0
6459803.99
AUM :14,649 Cr
Ann Rtn : 18.33 %
Sundaram Small Cap Reg Gr
29-03-2013
31-03-2023
1200000.0
6177612.88
AUM :1,962 Cr
Ann Rtn : 17.8 %
ICICI Pru Small Cap Gr
29-03-2013
31-03-2023
1200000.0
5356743.0
AUM :4,618 Cr
Ann Rtn : 16.14 %
ABSL Small Cap Gr
29-03-2013
31-03-2023
1200000.0
5018542.24
AUM :2,902 Cr
Ann Rtn : 15.38 %
Quant Small Cap Gr
29-03-2013
31-03-2023
1200000.0
4767809.16
AUM :3,302 Cr
Ann Rtn : 14.78 %

Average Ann Rtn (%) : 19.34 %

Nippon India Small Cap Gr Gr
29-03-2013
31-03-2023
5000000.0
4.791624946E7
AUM :23,910 Cr
Ann Rtn : 25.35 %
SBI Small Cap Reg Gr
29-03-2013
31-03-2023
5000000.0
4.506135987E7
AUM :15,395 Cr
Ann Rtn : 24.58 %
DSP Small Cap Reg Gr
29-03-2013
31-03-2023
5000000.0
3.593895156E7
AUM :8,954 Cr
Ann Rtn : 21.8 %
Franklin India Smaller Companies Gr
29-03-2013
31-03-2023
5000000.0
3.014297153E7
AUM :7,309 Cr
Ann Rtn : 19.67 %
Kotak -Small Cap Gr
29-03-2013
31-03-2023
5000000.0
2.995195974E7
AUM :8,618 Cr
Ann Rtn : 19.6 %
HDFC Small Cap Reg Gr
29-03-2013
31-03-2023
5000000.0
2.691584995E7
AUM :14,649 Cr
Ann Rtn : 18.33 %
Sundaram Small Cap Reg Gr
29-03-2013
31-03-2023
5000000.0
2.574005362E7
AUM :1,962 Cr
Ann Rtn : 17.8 %
ICICI Pru Small Cap Gr
29-03-2013
31-03-2023
5000000.0
2.231976251E7
AUM :4,618 Cr
Ann Rtn : 16.14 %
ABSL Small Cap Gr
29-03-2013
31-03-2023
5000000.0
2.091059267E7
AUM :2,902 Cr
Ann Rtn : 15.38 %
Quant Small Cap Gr
29-03-2013
31-03-2023
5000000.0
1.986587149E7
AUM :3,302 Cr
Ann Rtn : 14.78 %

Average Ann Rtn (%) : 19.34 %