SIP Performance

Data as on - 18-07-2024
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Franklin India Smaller Companies Fund-Growth 14,023 5,000 /pm 18-08-2009 18-07-2024 5646569.58 22.07 %
DSP Small Cap Fund - Regular - Growth 15,246 5,000 /pm 18-08-2009 18-07-2024 5634043.01 22.04 %
Quant Small Cap Fund - Growth - Regular Plan 22,901 5,000 /pm 18-08-2009 18-07-2024 5392570.98 21.54 %
Kotak-Small Cap Fund - Growth 16,713 5,000 /pm 18-08-2009 18-07-2024 5269037.38 21.28 %
HDFC Small Cap Fund - Growth Option 31,526 5,000 /pm 18-08-2009 18-07-2024 4818264.18 20.26 %
ICICI Prudential Smallcap Fund - Growth 8,441 5,000 /pm 18-08-2009 18-07-2024 4316351.82 19.0 %
Sundaram Small Cap Fund Regular Plan - Growth 3,333 5,000 /pm 18-08-2009 18-07-2024 4101661.69 18.42 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,178 5,000 /pm 18-08-2009 18-07-2024 3729370.87 17.33 %
Category Average 4863483.69 20.24 %
NIFTY SMALLCAP 250 TRI 4279763.53 18.91 %

*Compound annual growth rate

Franklin India Smaller Companies Gr
18-08-2009
18-07-2024
900000.0
5646569.58
AUM:14,023 Cr
Ann Rtn: 22.07%
DSP Small Cap Reg Gr
18-08-2009
18-07-2024
900000.0
5634043.01
AUM:15,246 Cr
Ann Rtn: 22.04%
Quant Small Cap Gr
18-08-2009
18-07-2024
900000.0
5392570.98
AUM:22,901 Cr
Ann Rtn: 21.54%
Kotak -Small Cap Gr
18-08-2009
18-07-2024
900000.0
5269037.38
AUM:16,713 Cr
Ann Rtn: 21.28%
HDFC Small Cap Reg Gr
18-08-2009
18-07-2024
900000.0
4818264.18
AUM:31,526 Cr
Ann Rtn: 20.26%
ICICI Pru Small Cap Gr
18-08-2009
18-07-2024
900000.0
4316351.82
AUM:8,441 Cr
Ann Rtn: 19.0%
Sundaram Small Cap Reg Gr
18-08-2009
18-07-2024
900000.0
4101661.69
AUM:3,333 Cr
Ann Rtn: 18.42%
ABSL Small Cap Gr
18-08-2009
18-07-2024
900000.0
3729370.87
AUM:5,178 Cr
Ann Rtn: 17.33%

Avg Ann Compound Return: 20.24 %