SIP Performance

Data as on - 21-02-2024
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
DSP Small Cap Fund - Regular - Growth 13,859 5,000 /pm 20-03-2009 21-02-2024 5434231.44 21.62 %
Franklin India Smaller Companies Fund-Growth 11,834 5,000 /pm 20-03-2009 21-02-2024 5156904.55 21.02 %
Quant Small Cap Fund - Growth - Regular Plan 15,664 5,000 /pm 20-03-2009 21-02-2024 4937583.24 20.53 %
Kotak-Small Cap Fund - Growth 14,426 5,000 /pm 20-03-2009 21-02-2024 4663273.63 19.87 %
HDFC Small Cap Fund - Growth Option 28,607 5,000 /pm 20-03-2009 21-02-2024 4632022.87 19.8 %
ICICI Prudential Smallcap Fund - Growth 7,455 5,000 /pm 20-03-2009 21-02-2024 3978430.7 18.06 %
Sundaram Small Cap Fund Regular Plan - Growth 3,063 5,000 /pm 20-03-2009 21-02-2024 3934055.88 17.93 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,491 5,000 /pm 20-03-2009 21-02-2024 3392100.67 16.23 %
Category Average 4516075.37 19.38 %
NIFTY SMALLCAP 250 TRI 3916420.88 17.88 %

*Compound annual growth rate

DSP Small Cap Reg Gr
20-03-2009
21-02-2024
900000.0
5434231.44
AUM:13,859 Cr
Ann Rtn: 21.62%
Franklin India Smaller Companies Gr
20-03-2009
21-02-2024
900000.0
5156904.55
AUM:11,834 Cr
Ann Rtn: 21.02%
Quant Small Cap Gr
20-03-2009
21-02-2024
900000.0
4937583.24
AUM:15,664 Cr
Ann Rtn: 20.53%
Kotak -Small Cap Gr
20-03-2009
21-02-2024
900000.0
4663273.63
AUM:14,426 Cr
Ann Rtn: 19.87%
HDFC Small Cap Reg Gr
20-03-2009
21-02-2024
900000.0
4632022.87
AUM:28,607 Cr
Ann Rtn: 19.8%
ICICI Pru Small Cap Gr
20-03-2009
21-02-2024
900000.0
3978430.7
AUM:7,455 Cr
Ann Rtn: 18.06%
Sundaram Small Cap Reg Gr
20-03-2009
21-02-2024
900000.0
3934055.88
AUM:3,063 Cr
Ann Rtn: 17.93%
ABSL Small Cap Gr
20-03-2009
21-02-2024
900000.0
3392100.67
AUM:5,491 Cr
Ann Rtn: 16.23%

Avg Ann Compound Return: 19.38 %