SIP Performance

Data as on - 28-01-2026
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,287 5,000 /pm 28-02-2011 28-01-2026 5640652.49 22.05 %
SBI Small Cap Fund - Regular Plan - Growth 36,268 5,000 /pm 28-02-2011 28-01-2026 4625073.98 19.79 %
DSP Small Cap Fund - Regular - Growth 16,935 5,000 /pm 28-02-2011 28-01-2026 4291683.17 18.93 %
Franklin India Small Cap Fund-Growth 13,238 5,000 /pm 28-02-2011 28-01-2026 3878191.28 17.77 %
HDFC Small Cap Fund - Growth Option 37,753 5,000 /pm 28-02-2011 28-01-2026 3863647.05 17.73 %
Quant Small Cap Fund - Growth - Regular Plan 29,375 5,000 /pm 28-02-2011 28-01-2026 3862716.67 17.73 %
Kotak-Small Cap Fund - Growth 17,258 5,000 /pm 28-02-2011 28-01-2026 3720665.93 17.3 %
Sundaram Small Cap Fund Regular Plan - Growth 3,401 5,000 /pm 28-02-2011 28-01-2026 3422341.1 16.33 %
ICICI Prudential Smallcap Fund - Growth 8,428 5,000 /pm 28-02-2011 28-01-2026 3292505.72 15.89 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,938 5,000 /pm 28-02-2011 28-01-2026 2872434.89 14.31 %
Category Average 3946991.23 17.78 %
NIFTY SMALLCAP 250 TRI 3318958.88 15.98 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
28-02-2011
28-01-2026
900000.0
5640652.49
AUM:68,287 Cr
Ann Rtn: 22.05%
SBI Small Cap Reg Gr
28-02-2011
28-01-2026
900000.0
4625073.98
AUM:36,268 Cr
Ann Rtn: 19.79%
DSP Small Cap Reg Gr
28-02-2011
28-01-2026
900000.0
4291683.17
AUM:16,935 Cr
Ann Rtn: 18.93%
Franklin India Small Cap Fund Gr
28-02-2011
28-01-2026
900000.0
3878191.28
AUM:13,238 Cr
Ann Rtn: 17.77%
HDFC Small Cap Reg Gr
28-02-2011
28-01-2026
900000.0
3863647.05
AUM:37,753 Cr
Ann Rtn: 17.73%
Quant Small Cap Gr
28-02-2011
28-01-2026
900000.0
3862716.67
AUM:29,375 Cr
Ann Rtn: 17.73%
Kotak -Small Cap Gr
28-02-2011
28-01-2026
900000.0
3720665.93
AUM:17,258 Cr
Ann Rtn: 17.3%
Sundaram Small Cap Reg Gr
28-02-2011
28-01-2026
900000.0
3422341.1
AUM:3,401 Cr
Ann Rtn: 16.33%
ICICI Pru Small Cap Gr
28-02-2011
28-01-2026
900000.0
3292505.72
AUM:8,428 Cr
Ann Rtn: 15.89%
ABSL Small Cap Gr
28-02-2011
28-01-2026
900000.0
2872434.89
AUM:4,938 Cr
Ann Rtn: 14.31%

Avg Ann Compound Return: 17.78 %