SIP Performance

Data as on - 21-10-2024
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 34,217 5,000 /pm 20-11-2009 21-10-2024 6572522.39 23.78 %
DSP Small Cap Fund - Regular - Growth 16,705 5,000 /pm 20-11-2009 21-10-2024 5613458.07 21.99 %
Franklin India Smaller Companies Fund-Growth 14,460 5,000 /pm 20-11-2009 21-10-2024 5383954.56 21.51 %
Kotak-Small Cap Fund - Growth 18,287 5,000 /pm 20-11-2009 21-10-2024 5277056.2 21.29 %
Quant Small Cap Fund - Growth - Regular Plan 26,824 5,000 /pm 20-11-2009 21-10-2024 5210238.57 21.14 %
HDFC Small Cap Fund - Growth Option 33,963 5,000 /pm 20-11-2009 21-10-2024 4724304.05 20.03 %
ICICI Prudential Smallcap Fund - Growth 8,825 5,000 /pm 20-11-2009 21-10-2024 4209941.37 18.71 %
Sundaram Small Cap Fund Regular Plan - Growth 3,581 5,000 /pm 20-11-2009 21-10-2024 4196916.16 18.67 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,430 5,000 /pm 20-11-2009 21-10-2024 3702859.02 17.24 %
Category Average 4987916.71 20.48 %
NIFTY SMALLCAP 250 TRI 4256719.68 18.84 %

*Compound annual growth rate

SBI Small Cap Reg Gr
20-11-2009
21-10-2024
900000.0
6572522.39
AUM:34,217 Cr
Ann Rtn: 23.78%
DSP Small Cap Reg Gr
20-11-2009
21-10-2024
900000.0
5613458.07
AUM:16,705 Cr
Ann Rtn: 21.99%
Franklin India Smaller Companies Gr
20-11-2009
21-10-2024
900000.0
5383954.56
AUM:14,460 Cr
Ann Rtn: 21.51%
Kotak -Small Cap Gr
20-11-2009
21-10-2024
900000.0
5277056.2
AUM:18,287 Cr
Ann Rtn: 21.29%
Quant Small Cap Gr
20-11-2009
21-10-2024
900000.0
5210238.57
AUM:26,824 Cr
Ann Rtn: 21.14%
HDFC Small Cap Reg Gr
20-11-2009
21-10-2024
900000.0
4724304.05
AUM:33,963 Cr
Ann Rtn: 20.03%
ICICI Pru Small Cap Gr
20-11-2009
21-10-2024
900000.0
4209941.37
AUM:8,825 Cr
Ann Rtn: 18.71%
Sundaram Small Cap Reg Gr
20-11-2009
21-10-2024
900000.0
4196916.16
AUM:3,581 Cr
Ann Rtn: 18.67%
ABSL Small Cap Gr
20-11-2009
21-10-2024
900000.0
3702859.02
AUM:5,430 Cr
Ann Rtn: 17.24%

Avg Ann Compound Return: 20.48 %