SIP Performance

Data as on - 21-05-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 31,790 5,000 /pm 21-06-2010 21-05-2025 5422715.29 21.61 %
DSP Small Cap Fund - Regular - Growth 14,258 5,000 /pm 21-06-2010 21-05-2025 4753389.37 20.11 %
Franklin India Smaller Companies Fund-Growth 12,530 5,000 /pm 21-06-2010 21-05-2025 4605936.09 19.75 %
Quant Small Cap Fund - Growth - Regular Plan 26,533 5,000 /pm 21-06-2010 21-05-2025 4476898.54 19.42 %
Kotak-Small Cap Fund - Growth 15,867 5,000 /pm 21-06-2010 21-05-2025 4323157.3 19.02 %
HDFC Small Cap Fund - Growth Option 30,880 5,000 /pm 21-06-2010 21-05-2025 4206602.99 18.71 %
Sundaram Small Cap Fund Regular Plan - Growth 3,058 5,000 /pm 21-06-2010 21-05-2025 3689007.3 17.21 %
ICICI Prudential Smallcap Fund - Growth 7,605 5,000 /pm 21-06-2010 21-05-2025 3674655.46 17.16 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,531 5,000 /pm 21-06-2010 21-05-2025 3126149.67 15.29 %
Category Average 4253168.0 18.7 %
NIFTY SMALLCAP 250 TRI 3687591.7 17.2 %

*Compound annual growth rate

SBI Small Cap Reg Gr
21-06-2010
21-05-2025
900000.0
5422715.29
AUM:31,790 Cr
Ann Rtn: 21.61%
DSP Small Cap Reg Gr
21-06-2010
21-05-2025
900000.0
4753389.37
AUM:14,258 Cr
Ann Rtn: 20.11%
Franklin India Smaller Companies Gr
21-06-2010
21-05-2025
900000.0
4605936.09
AUM:12,530 Cr
Ann Rtn: 19.75%
Quant Small Cap Gr
21-06-2010
21-05-2025
900000.0
4476898.54
AUM:26,533 Cr
Ann Rtn: 19.42%
Kotak -Small Cap Gr
21-06-2010
21-05-2025
900000.0
4323157.3
AUM:15,867 Cr
Ann Rtn: 19.02%
HDFC Small Cap Reg Gr
21-06-2010
21-05-2025
900000.0
4206602.99
AUM:30,880 Cr
Ann Rtn: 18.71%
Sundaram Small Cap Reg Gr
21-06-2010
21-05-2025
900000.0
3689007.3
AUM:3,058 Cr
Ann Rtn: 17.21%
ICICI Pru Small Cap Gr
21-06-2010
21-05-2025
900000.0
3674655.46
AUM:7,605 Cr
Ann Rtn: 17.16%
ABSL Small Cap Gr
21-06-2010
21-05-2025
900000.0
3126149.67
AUM:4,531 Cr
Ann Rtn: 15.29%

Avg Ann Compound Return: 18.7 %