SIP Performance

Data as on - 29-04-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 30,829 5,000 /pm 28-05-2010 29-04-2025 5327759.1 21.4 %
DSP Small Cap Fund - Regular - Growth 14,269 5,000 /pm 28-05-2010 29-04-2025 4464198.82 19.38 %
Franklin India Smaller Companies Fund-Growth 11,970 5,000 /pm 28-05-2010 29-04-2025 4406767.31 19.23 %
Quant Small Cap Fund - Growth - Regular Plan 25,072 5,000 /pm 28-05-2010 29-04-2025 4327047.76 19.03 %
Kotak-Small Cap Fund - Growth 15,706 5,000 /pm 28-05-2010 29-04-2025 4186006.89 18.65 %
HDFC Small Cap Fund - Growth Option 30,223 5,000 /pm 28-05-2010 29-04-2025 3988005.38 18.09 %
Sundaram Small Cap Fund Regular Plan - Growth 2,956 5,000 /pm 28-05-2010 29-04-2025 3533307.28 16.7 %
ICICI Prudential Smallcap Fund - Growth 7,392 5,000 /pm 28-05-2010 29-04-2025 3506004.32 16.61 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,416 5,000 /pm 28-05-2010 29-04-2025 3004078.0 14.83 %
Category Average 4082574.98 18.21 %
NIFTY SMALLCAP 250 TRI 3537949.12 16.72 %

*Compound annual growth rate

SBI Small Cap Reg Gr
28-05-2010
29-04-2025
900000.0
5327759.1
AUM:30,829 Cr
Ann Rtn: 21.4%
DSP Small Cap Reg Gr
28-05-2010
29-04-2025
900000.0
4464198.82
AUM:14,269 Cr
Ann Rtn: 19.38%
Franklin India Smaller Companies Gr
28-05-2010
29-04-2025
900000.0
4406767.31
AUM:11,970 Cr
Ann Rtn: 19.23%
Quant Small Cap Gr
28-05-2010
29-04-2025
900000.0
4327047.76
AUM:25,072 Cr
Ann Rtn: 19.03%
Kotak -Small Cap Gr
28-05-2010
29-04-2025
900000.0
4186006.89
AUM:15,706 Cr
Ann Rtn: 18.65%
HDFC Small Cap Reg Gr
28-05-2010
29-04-2025
900000.0
3988005.38
AUM:30,223 Cr
Ann Rtn: 18.09%
Sundaram Small Cap Reg Gr
28-05-2010
29-04-2025
900000.0
3533307.28
AUM:2,956 Cr
Ann Rtn: 16.7%
ICICI Pru Small Cap Gr
28-05-2010
29-04-2025
900000.0
3506004.32
AUM:7,392 Cr
Ann Rtn: 16.61%
ABSL Small Cap Gr
28-05-2010
29-04-2025
900000.0
3004078.0
AUM:4,416 Cr
Ann Rtn: 14.83%

Avg Ann Compound Return: 18.21 %