SIP Performance

Data as on - 18-03-2024
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
DSP Small Cap Fund - Regular - Growth 13,710 5,000 /pm 17-04-2009 18-03-2024 4936427.36 20.53 %
Franklin India Smaller Companies Fund-Growth 11,823 5,000 /pm 17-04-2009 18-03-2024 4735273.92 20.06 %
Quant Small Cap Fund - Growth - Regular Plan 17,193 5,000 /pm 17-04-2009 18-03-2024 4604216.05 19.74 %
Kotak-Small Cap Fund - Growth 14,196 5,000 /pm 17-04-2009 18-03-2024 4378907.39 19.16 %
HDFC Small Cap Fund - Growth Option 28,599 5,000 /pm 17-04-2009 18-03-2024 4294811.08 18.94 %
ICICI Prudential Smallcap Fund - Growth 7,415 5,000 /pm 17-04-2009 18-03-2024 3730697.52 17.33 %
Sundaram Small Cap Fund Regular Plan - Growth 3,056 5,000 /pm 17-04-2009 18-03-2024 3612803.38 16.96 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,382 5,000 /pm 17-04-2009 18-03-2024 3112518.63 15.24 %
Category Average 4175706.92 18.5 %
NIFTY SMALLCAP 250 TRI 3560168.93 16.79 %

*Compound annual growth rate

DSP Small Cap Reg Gr
17-04-2009
18-03-2024
900000.0
4936427.36
AUM:13,710 Cr
Ann Rtn: 20.53%
Franklin India Smaller Companies Gr
17-04-2009
18-03-2024
900000.0
4735273.92
AUM:11,823 Cr
Ann Rtn: 20.06%
Quant Small Cap Gr
17-04-2009
18-03-2024
900000.0
4604216.05
AUM:17,193 Cr
Ann Rtn: 19.74%
Kotak -Small Cap Gr
17-04-2009
18-03-2024
900000.0
4378907.39
AUM:14,196 Cr
Ann Rtn: 19.16%
HDFC Small Cap Reg Gr
17-04-2009
18-03-2024
900000.0
4294811.08
AUM:28,599 Cr
Ann Rtn: 18.94%
ICICI Pru Small Cap Gr
17-04-2009
18-03-2024
900000.0
3730697.52
AUM:7,415 Cr
Ann Rtn: 17.33%
Sundaram Small Cap Reg Gr
17-04-2009
18-03-2024
900000.0
3612803.38
AUM:3,056 Cr
Ann Rtn: 16.96%
ABSL Small Cap Gr
17-04-2009
18-03-2024
900000.0
3112518.63
AUM:5,382 Cr
Ann Rtn: 15.24%

Avg Ann Compound Return: 18.5 %