SIP Performance
Data as on - 13-06-2025
| Scheme Name | AUM (Cr) | SIP Amount | From | To | Current Value | CAGR (%) | Cash Flow |
|---|---|---|---|---|---|---|---|
| SBI Small Cap Fund - Regular Plan - Growth | 34,015 | 5,000 /pm | 13-07-2010 | 13-06-2025 | 5452282.23 | 21.67 % | |
| DSP Small Cap Fund - Regular - Growth | 16,304 | 5,000 /pm | 13-07-2010 | 13-06-2025 | 4980000.13 | 20.63 % | |
| Franklin India Smaller Companies Fund-Growth | 13,545 | 5,000 /pm | 13-07-2010 | 13-06-2025 | 4651852.38 | 19.86 % | |
| Quant Small Cap Fund - Growth - Regular Plan | 28,194 | 5,000 /pm | 13-07-2010 | 13-06-2025 | 4495928.34 | 19.47 % | |
| Kotak-Small Cap Fund - Growth | 17,329 | 5,000 /pm | 13-07-2010 | 13-06-2025 | 4453031.24 | 19.36 % | |
| HDFC Small Cap Fund - Growth Option | 34,030 | 5,000 /pm | 13-07-2010 | 13-06-2025 | 4289849.39 | 18.93 % | |
| Sundaram Small Cap Fund Regular Plan - Growth | 3,311 | 5,000 /pm | 13-07-2010 | 13-06-2025 | 3763775.8 | 17.43 % | |
| ICICI Prudential Smallcap Fund - Growth | 8,256 | 5,000 /pm | 13-07-2010 | 13-06-2025 | 3725777.13 | 17.32 % | |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 4,915 | 5,000 /pm | 13-07-2010 | 13-06-2025 | 3208175.38 | 15.59 % | |
| Category Average | 4335630.22 | 18.92 % | |||||
| NIFTY SMALLCAP 250 TRI | 3834935.09 | 17.65 % | |||||
*Compound annual growth rate
