SIP Performance

Data as on - 07-08-2026
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 78,407 5,000 /pm 07-09-2011 07-08-2026 5977467.21 22.71 %
SBI Small Cap Fund - Regular Plan - Growth 40,157 5,000 /pm 07-09-2011 07-08-2026 4886417.53 20.42 %
DSP Small Cap Fund - Regular - Growth 19,635 5,000 /pm 07-09-2011 07-08-2026 4798436.86 20.21 %
Quant Small Cap Fund - Growth - Regular Plan 33,453 5,000 /pm 07-09-2011 07-08-2026 4498222.35 19.48 %
FranklIn India Small Cap Fund-Growth 14,336 5,000 /pm 07-09-2011 07-08-2026 4059736.11 18.3 %
Kotak Small Cap Fund - Growth 18,691 5,000 /pm 07-09-2011 07-08-2026 4022177.48 18.2 %
HDFC Small Cap Fund - Growth Option 40,417 5,000 /pm 07-09-2011 07-08-2026 3877226.33 17.78 %
Sundaram Small Cap Fund Regular Plan - Growth 3,872 5,000 /pm 07-09-2011 07-08-2026 3798071.34 17.54 %
ICICI Prudential Small Cap Fund - Growth 9,379 5,000 /pm 07-09-2011 07-08-2026 3420073.85 16.33 %
Aditya Birla Sun Life Small Cap Fund - Growth 5,731 5,000 /pm 07-09-2011 07-08-2026 3245677.03 15.73 %
Category Average 4258350.61 18.67 %
NIFTY SMALLCAP 250 TRI 3647421.34 17.07 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
07-09-2011
07-08-2026
900000.0
5977467.21
AUM: 78,407 Cr
Ann Rtn: 22.71%
SBI Small Cap Reg Gr
07-09-2011
07-08-2026
900000.0
4886417.53
AUM: 40,157 Cr
Ann Rtn: 20.42%
DSP Small Cap Reg Gr
07-09-2011
07-08-2026
900000.0
4798436.86
AUM: 19,635 Cr
Ann Rtn: 20.21%
Quant Small Cap Gr Reg Plan
07-09-2011
07-08-2026
900000.0
4498222.35
AUM: 33,453 Cr
Ann Rtn: 19.48%
FranklIn India Small Cap Fund Gr
07-09-2011
07-08-2026
900000.0
4059736.11
AUM: 14,336 Cr
Ann Rtn: 18.3%
Kotak Small Cap Gr
07-09-2011
07-08-2026
900000.0
4022177.48
AUM: 18,691 Cr
Ann Rtn: 18.2%
HDFC Small Cap Reg Gr
07-09-2011
07-08-2026
900000.0
3877226.33
AUM: 40,417 Cr
Ann Rtn: 17.78%
Sundaram Small Cap Reg Gr
07-09-2011
07-08-2026
900000.0
3798071.34
AUM: 3,872 Cr
Ann Rtn: 17.54%
ICICI Pru Small Cap Gr
07-09-2011
07-08-2026
900000.0
3420073.85
AUM: 9,379 Cr
Ann Rtn: 16.33%
ABSL Small Cap Gr
07-09-2011
07-08-2026
900000.0
3245677.03
AUM: 5,731 Cr
Ann Rtn: 15.73%

Avg Ann Compound Return: 18.67 %