SIP Performance

Data as on - 14-05-2026
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 72,673 5,000 /pm 14-06-2011 14-05-2026 5807875.3 22.39 %
SBI Small Cap Fund - Regular Plan - Growth 37,141 5,000 /pm 14-06-2011 14-05-2026 4582926.29 19.69 %
DSP Small Cap Fund - Regular - Growth 17,906 5,000 /pm 14-06-2011 14-05-2026 4445690.67 19.35 %
Quant Small Cap Fund - Growth - Regular Plan 30,361 5,000 /pm 14-06-2011 14-05-2026 4213032.95 18.73 %
Franklin India Small Cap Fund-Growth 13,850 5,000 /pm 14-06-2011 14-05-2026 3970143.87 18.05 %
Kotak-Small Cap Fund - Growth 17,416 5,000 /pm 14-06-2011 14-05-2026 3839233.73 17.67 %
HDFC Small Cap Fund - Growth Option 38,168 5,000 /pm 14-06-2011 14-05-2026 3702632.08 17.25 %
Sundaram Small Cap Fund Regular Plan - Growth 3,563 5,000 /pm 14-06-2011 14-05-2026 3622323.53 17.0 %
ICICI Prudential Smallcap Fund - Growth 8,741 5,000 /pm 14-06-2011 14-05-2026 3272500.18 15.83 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,254 5,000 /pm 14-06-2011 14-05-2026 3026670.81 14.92 %
Category Average 4048302.94 18.09 %
NIFTY SMALLCAP 250 TRI 3424000.3 16.35 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
14-06-2011
14-05-2026
900000.0
5807875.3
AUM: 72,673 Cr
Ann Rtn: 22.39%
SBI Small Cap Reg Gr
14-06-2011
14-05-2026
900000.0
4582926.29
AUM: 37,141 Cr
Ann Rtn: 19.69%
DSP Small Cap Reg Gr
14-06-2011
14-05-2026
900000.0
4445690.67
AUM: 17,906 Cr
Ann Rtn: 19.35%
Quant Small Cap Gr
14-06-2011
14-05-2026
900000.0
4213032.95
AUM: 30,361 Cr
Ann Rtn: 18.73%
Franklin India Small Cap Fund Gr
14-06-2011
14-05-2026
900000.0
3970143.87
AUM: 13,850 Cr
Ann Rtn: 18.05%
Kotak -Small Cap Gr
14-06-2011
14-05-2026
900000.0
3839233.73
AUM: 17,416 Cr
Ann Rtn: 17.67%
HDFC Small Cap Reg Gr
14-06-2011
14-05-2026
900000.0
3702632.08
AUM: 38,168 Cr
Ann Rtn: 17.25%
Sundaram Small Cap Reg Gr
14-06-2011
14-05-2026
900000.0
3622323.53
AUM: 3,563 Cr
Ann Rtn: 17.0%
ICICI Pru Small Cap Gr
14-06-2011
14-05-2026
900000.0
3272500.18
AUM: 8,741 Cr
Ann Rtn: 15.83%
ABSL Small Cap Gr
14-06-2011
14-05-2026
900000.0
3026670.81
AUM: 5,254 Cr
Ann Rtn: 14.92%

Avg Ann Compound Return: 18.09 %