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

DSP Small Cap Reg Gr
30-04-2008
31-03-2023
900000.0
4417370.97
AUM :8,954 Cr
Ann Rtn : 19.26 %
Franklin India Smaller Companies Gr
30-04-2008
31-03-2023
900000.0
3948621.6
AUM :7,309 Cr
Ann Rtn : 17.98 %
Kotak -Small Cap Gr
30-04-2008
31-03-2023
900000.0
3906427.32
AUM :8,618 Cr
Ann Rtn : 17.85 %
HDFC Small Cap Reg Gr
30-04-2008
31-03-2023
900000.0
3578432.29
AUM :14,649 Cr
Ann Rtn : 16.85 %
Quant Small Cap Gr
30-04-2008
31-03-2023
900000.0
3143970.47
AUM :3,302 Cr
Ann Rtn : 15.35 %
ICICI Pru Small Cap Gr
30-04-2008
31-03-2023
900000.0
3128053.32
AUM :4,618 Cr
Ann Rtn : 15.29 %
Sundaram Small Cap Reg Gr
30-04-2008
31-03-2023
900000.0
2988092.75
AUM :1,962 Cr
Ann Rtn : 14.76 %
ABSL Small Cap Gr
30-04-2008
31-03-2023
900000.0
2654705.84
AUM :2,902 Cr
Ann Rtn : 13.38 %

Avg Ann Compound Return (%) : 16.34 %