SIP Performance

Data as on - 12-02-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 31,227 5,000 /pm 12-03-2010 12-02-2025 5303604.88 21.34 %
DSP Small Cap Fund - Regular - Growth 14,996 5,000 /pm 12-03-2010 12-02-2025 4542941.44 19.58 %
Franklin India Smaller Companies Fund-Growth 12,862 5,000 /pm 12-03-2010 12-02-2025 4366129.74 19.12 %
Quant Small Cap Fund - Growth - Regular Plan 24,813 5,000 /pm 12-03-2010 12-02-2025 4236709.61 18.78 %
Kotak-Small Cap Fund - Growth 16,450 5,000 /pm 12-03-2010 12-02-2025 4218520.64 18.73 %
HDFC Small Cap Fund - Growth Option 31,230 5,000 /pm 12-03-2010 12-02-2025 3984208.24 18.08 %
ICICI Prudential Smallcap Fund - Growth 7,871 5,000 /pm 12-03-2010 12-02-2025 3503738.25 16.6 %
Sundaram Small Cap Fund Regular Plan - Growth 3,168 5,000 /pm 12-03-2010 12-02-2025 3448842.12 16.42 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,585 5,000 /pm 12-03-2010 12-02-2025 2912212.11 14.46 %
Category Average 4057434.11 18.12 %
NIFTY SMALLCAP 250 TRI 3475363.86 16.51 %

*Compound annual growth rate

SBI Small Cap Reg Gr
12-03-2010
12-02-2025
900000.0
5303604.88
AUM:31,227 Cr
Ann Rtn: 21.34%
DSP Small Cap Reg Gr
12-03-2010
12-02-2025
900000.0
4542941.44
AUM:14,996 Cr
Ann Rtn: 19.58%
Franklin India Smaller Companies Gr
12-03-2010
12-02-2025
900000.0
4366129.74
AUM:12,862 Cr
Ann Rtn: 19.12%
Quant Small Cap Gr
12-03-2010
12-02-2025
900000.0
4236709.61
AUM:24,813 Cr
Ann Rtn: 18.78%
Kotak -Small Cap Gr
12-03-2010
12-02-2025
900000.0
4218520.64
AUM:16,450 Cr
Ann Rtn: 18.73%
HDFC Small Cap Reg Gr
12-03-2010
12-02-2025
900000.0
3984208.24
AUM:31,230 Cr
Ann Rtn: 18.08%
ICICI Pru Small Cap Gr
12-03-2010
12-02-2025
900000.0
3503738.25
AUM:7,871 Cr
Ann Rtn: 16.6%
Sundaram Small Cap Reg Gr
12-03-2010
12-02-2025
900000.0
3448842.12
AUM:3,168 Cr
Ann Rtn: 16.42%
ABSL Small Cap Gr
12-03-2010
12-02-2025
900000.0
2912212.11
AUM:4,585 Cr
Ann Rtn: 14.46%

Avg Ann Compound Return: 18.12 %