SIP Performance

Data as on - 28-11-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,969 5,000 /pm 28-12-2010 28-11-2025 6191306.67 23.1 %
SBI Small Cap Fund - Regular Plan - Growth 36,945 5,000 /pm 28-12-2010 28-11-2025 5118388.98 20.93 %
DSP Small Cap Fund - Regular - Growth 16,868 5,000 /pm 28-12-2010 28-11-2025 4725091.36 20.03 %
Quant Small Cap Fund - Growth - Regular Plan 30,661 5,000 /pm 28-12-2010 28-11-2025 4339587.74 19.06 %
Franklin India Small Cap Fund-Growth 13,790 5,000 /pm 28-12-2010 28-11-2025 4267498.8 18.87 %
HDFC Small Cap Fund - Growth Option 38,412 5,000 /pm 28-12-2010 28-11-2025 4207484.08 18.71 %
Kotak-Small Cap Fund - Growth 18,024 5,000 /pm 28-12-2010 28-11-2025 4098569.18 18.41 %
Sundaram Small Cap Fund Regular Plan - Growth 3,496 5,000 /pm 28-12-2010 28-11-2025 3712254.61 17.27 %
ICICI Prudential Smallcap Fund - Growth 8,622 5,000 /pm 28-12-2010 28-11-2025 3533436.24 16.7 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,127 5,000 /pm 28-12-2010 28-11-2025 3112522.19 15.24 %
Category Average 4330613.99 18.83 %
NIFTY SMALLCAP 250 TRI 3609330.98 16.95 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
28-12-2010
28-11-2025
900000.0
6191306.67
AUM:68,969 Cr
Ann Rtn: 23.1%
SBI Small Cap Reg Gr
28-12-2010
28-11-2025
900000.0
5118388.98
AUM:36,945 Cr
Ann Rtn: 20.93%
DSP Small Cap Reg Gr
28-12-2010
28-11-2025
900000.0
4725091.36
AUM:16,868 Cr
Ann Rtn: 20.03%
Quant Small Cap Gr
28-12-2010
28-11-2025
900000.0
4339587.74
AUM:30,661 Cr
Ann Rtn: 19.06%
Franklin India Small Cap Fund Gr
28-12-2010
28-11-2025
900000.0
4267498.8
AUM:13,790 Cr
Ann Rtn: 18.87%
HDFC Small Cap Reg Gr
28-12-2010
28-11-2025
900000.0
4207484.08
AUM:38,412 Cr
Ann Rtn: 18.71%
Kotak -Small Cap Gr
28-12-2010
28-11-2025
900000.0
4098569.18
AUM:18,024 Cr
Ann Rtn: 18.41%
Sundaram Small Cap Reg Gr
28-12-2010
28-11-2025
900000.0
3712254.61
AUM:3,496 Cr
Ann Rtn: 17.27%
ICICI Pru Small Cap Gr
28-12-2010
28-11-2025
900000.0
3533436.24
AUM:8,622 Cr
Ann Rtn: 16.7%
ABSL Small Cap Gr
28-12-2010
28-11-2025
900000.0
3112522.19
AUM:5,127 Cr
Ann Rtn: 15.24%

Avg Ann Compound Return: 18.83 %