SIP Performance

Data as on - 11-07-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 35,696 5,000 /pm 11-08-2010 11-07-2025 5588359.1 21.95 %
DSP Small Cap Fund - Regular - Growth 17,126 5,000 /pm 11-08-2010 11-07-2025 5024363.04 20.74 %
Franklin India Smaller Companies Fund-Growth 13,995 5,000 /pm 11-08-2010 11-07-2025 4663079.62 19.89 %
Quant Small Cap Fund - Growth - Regular Plan 29,476 5,000 /pm 11-08-2010 11-07-2025 4593561.29 19.72 %
Kotak-Small Cap Fund - Growth 18,031 5,000 /pm 11-08-2010 11-07-2025 4488511.39 19.45 %
HDFC Small Cap Fund - Growth Option 35,781 5,000 /pm 11-08-2010 11-07-2025 4390571.42 19.2 %
Sundaram Small Cap Fund Regular Plan - Growth 3,439 5,000 /pm 11-08-2010 11-07-2025 3807524.79 17.57 %
ICICI Prudential Smallcap Fund - Growth 8,566 5,000 /pm 11-08-2010 11-07-2025 3783067.93 17.49 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,134 5,000 /pm 11-08-2010 11-07-2025 3235914.87 15.69 %
Category Average 4397217.05 19.08 %
NIFTY SMALLCAP 250 TRI 3887597.93 17.82 %

*Compound annual growth rate

SBI Small Cap Reg Gr
11-08-2010
11-07-2025
900000.0
5588359.1
AUM:35,696 Cr
Ann Rtn: 21.95%
DSP Small Cap Reg Gr
11-08-2010
11-07-2025
900000.0
5024363.04
AUM:17,126 Cr
Ann Rtn: 20.74%
Franklin India Smaller Companies Gr
11-08-2010
11-07-2025
900000.0
4663079.62
AUM:13,995 Cr
Ann Rtn: 19.89%
Quant Small Cap Gr
11-08-2010
11-07-2025
900000.0
4593561.29
AUM:29,476 Cr
Ann Rtn: 19.72%
Kotak -Small Cap Gr
11-08-2010
11-07-2025
900000.0
4488511.39
AUM:18,031 Cr
Ann Rtn: 19.45%
HDFC Small Cap Reg Gr
11-08-2010
11-07-2025
900000.0
4390571.42
AUM:35,781 Cr
Ann Rtn: 19.2%
Sundaram Small Cap Reg Gr
11-08-2010
11-07-2025
900000.0
3807524.79
AUM:3,439 Cr
Ann Rtn: 17.57%
ICICI Pru Small Cap Gr
11-08-2010
11-07-2025
900000.0
3783067.93
AUM:8,566 Cr
Ann Rtn: 17.49%
ABSL Small Cap Gr
11-08-2010
11-07-2025
900000.0
3235914.87
AUM:5,134 Cr
Ann Rtn: 15.69%

Avg Ann Compound Return: 19.08 %