SIP Performance

Data as on - 11-09-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 64,828 5,000 /pm 11-10-2010 11-09-2025 6398591.7 23.48 %
SBI Small Cap Fund - Regular Plan - Growth 35,250 5,000 /pm 11-10-2010 11-09-2025 5377718.83 21.51 %
DSP Small Cap Fund - Regular - Growth 16,626 5,000 /pm 11-10-2010 11-09-2025 4820484.12 20.26 %
Franklin India Small Cap Fund-Growth 13,302 5,000 /pm 11-10-2010 11-09-2025 4418230.55 19.27 %
Quant Small Cap Fund - Growth - Regular Plan 28,880 5,000 /pm 11-10-2010 11-09-2025 4377302.46 19.16 %
HDFC Small Cap Fund - Growth Option 36,284 5,000 /pm 11-10-2010 11-09-2025 4360841.36 19.12 %
Kotak-Small Cap Fund - Growth 17,508 5,000 /pm 11-10-2010 11-09-2025 4333572.35 19.04 %
Sundaram Small Cap Fund Regular Plan - Growth 3,283 5,000 /pm 11-10-2010 11-09-2025 3726797.93 17.32 %
ICICI Prudential Smallcap Fund - Growth 8,443 5,000 /pm 11-10-2010 11-09-2025 3718794.0 17.29 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,823 5,000 /pm 11-10-2010 11-09-2025 3118582.64 15.26 %
Category Average 4465091.59 19.17 %
NIFTY SMALLCAP 250 TRI 3731936.27 17.35 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
11-10-2010
11-09-2025
900000.0
6398591.7
AUM:64,828 Cr
Ann Rtn: 23.48%
SBI Small Cap Reg Gr
11-10-2010
11-09-2025
900000.0
5377718.83
AUM:35,250 Cr
Ann Rtn: 21.51%
DSP Small Cap Reg Gr
11-10-2010
11-09-2025
900000.0
4820484.12
AUM:16,626 Cr
Ann Rtn: 20.26%
Franklin India Small Cap Fund Gr
11-10-2010
11-09-2025
900000.0
4418230.55
AUM:13,302 Cr
Ann Rtn: 19.27%
Quant Small Cap Gr
11-10-2010
11-09-2025
900000.0
4377302.46
AUM:28,880 Cr
Ann Rtn: 19.16%
HDFC Small Cap Reg Gr
11-10-2010
11-09-2025
900000.0
4360841.36
AUM:36,284 Cr
Ann Rtn: 19.12%
Kotak -Small Cap Gr
11-10-2010
11-09-2025
900000.0
4333572.35
AUM:17,508 Cr
Ann Rtn: 19.04%
Sundaram Small Cap Reg Gr
11-10-2010
11-09-2025
900000.0
3726797.93
AUM:3,283 Cr
Ann Rtn: 17.32%
ICICI Pru Small Cap Gr
11-10-2010
11-09-2025
900000.0
3718794.0
AUM:8,443 Cr
Ann Rtn: 17.29%
ABSL Small Cap Gr
11-10-2010
11-09-2025
900000.0
3118582.64
AUM:4,823 Cr
Ann Rtn: 15.26%

Avg Ann Compound Return: 19.17 %