SIP Performance

Data as on - 11-11-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,969 5,000 /pm 10-12-2010 11-11-2025 6211796.79 23.14 %
SBI Small Cap Fund - Regular Plan - Growth 36,945 5,000 /pm 10-12-2010 11-11-2025 5176685.81 21.07 %
DSP Small Cap Fund - Regular - Growth 16,868 5,000 /pm 10-12-2010 11-11-2025 4701214.71 19.97 %
Quant Small Cap Fund - Growth - Regular Plan 30,661 5,000 /pm 10-12-2010 11-11-2025 4379001.12 19.16 %
Franklin India Small Cap Fund-Growth 13,790 5,000 /pm 10-12-2010 11-11-2025 4312117.69 18.98 %
HDFC Small Cap Fund - Growth Option 38,412 5,000 /pm 10-12-2010 11-11-2025 4258778.23 18.84 %
Kotak-Small Cap Fund - Growth 18,024 5,000 /pm 10-12-2010 11-11-2025 4155635.72 18.56 %
Sundaram Small Cap Fund Regular Plan - Growth 3,496 5,000 /pm 10-12-2010 11-11-2025 3714403.01 17.27 %
ICICI Prudential Smallcap Fund - Growth 8,622 5,000 /pm 10-12-2010 11-11-2025 3561434.7 16.79 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,127 5,000 /pm 10-12-2010 11-11-2025 3138003.44 15.33 %
Category Average 4360907.12 18.91 %
NIFTY SMALLCAP 250 TRI 3649581.8 17.07 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
10-12-2010
11-11-2025
900000.0
6211796.79
AUM:68,969 Cr
Ann Rtn: 23.14%
SBI Small Cap Reg Gr
10-12-2010
11-11-2025
900000.0
5176685.81
AUM:36,945 Cr
Ann Rtn: 21.07%
DSP Small Cap Reg Gr
10-12-2010
11-11-2025
900000.0
4701214.71
AUM:16,868 Cr
Ann Rtn: 19.97%
Quant Small Cap Gr
10-12-2010
11-11-2025
900000.0
4379001.12
AUM:30,661 Cr
Ann Rtn: 19.16%
Franklin India Small Cap Fund Gr
10-12-2010
11-11-2025
900000.0
4312117.69
AUM:13,790 Cr
Ann Rtn: 18.98%
HDFC Small Cap Reg Gr
10-12-2010
11-11-2025
900000.0
4258778.23
AUM:38,412 Cr
Ann Rtn: 18.84%
Kotak -Small Cap Gr
10-12-2010
11-11-2025
900000.0
4155635.72
AUM:18,024 Cr
Ann Rtn: 18.56%
Sundaram Small Cap Reg Gr
10-12-2010
11-11-2025
900000.0
3714403.01
AUM:3,496 Cr
Ann Rtn: 17.27%
ICICI Pru Small Cap Gr
10-12-2010
11-11-2025
900000.0
3561434.7
AUM:8,622 Cr
Ann Rtn: 16.79%
ABSL Small Cap Gr
10-12-2010
11-11-2025
900000.0
3138003.44
AUM:5,127 Cr
Ann Rtn: 15.33%

Avg Ann Compound Return: 18.91 %