SIP Performance
Data as on - 31-03-2023
| Scheme Name | AUM | SIP Amount | From | To | Current Value | CAGR (%) |
|---|---|---|---|---|---|---|
| DSP Small Cap Fund - Regular - Growth | 8,954 Cr | 5,000 /pm | 30-04-2008 | 31-03-2023 | 4417370.97 | 19.26 % |
| Franklin India Smaller Companies Fund-Growth | 7,309 Cr | 5,000 /pm | 30-04-2008 | 31-03-2023 | 3948621.6 | 17.98 % |
| Kotak-Small Cap Fund - Growth | 8,618 Cr | 5,000 /pm | 30-04-2008 | 31-03-2023 | 3906427.32 | 17.85 % |
| HDFC Small Cap Fund - Growth Option | 14,649 Cr | 5,000 /pm | 30-04-2008 | 31-03-2023 | 3578432.29 | 16.85 % |
| Quant Small Cap Fund - Growth - Regular Plan | 3,302 Cr | 5,000 /pm | 30-04-2008 | 31-03-2023 | 3143970.47 | 15.35 % |
| ICICI Prudential Smallcap Fund - Growth | 4,618 Cr | 5,000 /pm | 30-04-2008 | 31-03-2023 | 3128053.32 | 15.29 % |
| Sundaram Small Cap Fund Regular Plan - Growth | 1,962 Cr | 5,000 /pm | 30-04-2008 | 31-03-2023 | 2988092.75 | 14.76 % |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 2,902 Cr | 5,000 /pm | 30-04-2008 | 31-03-2023 | 2654705.84 | 13.38 % |
| Category Average | 3470709.32 | 16.34 % | ||||
| NIFTY SMALLCAP 250 TRI | 2603660.64 | 13.16 % | ||||
*Compound annual growth rate
