SIP Performance

Data as on - 26-07-2024
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
DSP Small Cap Fund - Regular - Growth 15,246 5,000 /pm 26-08-2009 26-07-2024 5708015.24 22.19 %
Franklin India Smaller Companies Fund-Growth 14,023 5,000 /pm 26-08-2009 26-07-2024 5705853.71 22.18 %
Quant Small Cap Fund - Growth - Regular Plan 22,901 5,000 /pm 26-08-2009 26-07-2024 5411229.75 21.58 %
Kotak-Small Cap Fund - Growth 16,713 5,000 /pm 26-08-2009 26-07-2024 5346365.64 21.44 %
HDFC Small Cap Fund - Growth Option 31,526 5,000 /pm 26-08-2009 26-07-2024 4868719.49 20.38 %
ICICI Prudential Smallcap Fund - Growth 8,441 5,000 /pm 26-08-2009 26-07-2024 4347203.64 19.09 %
Sundaram Small Cap Fund Regular Plan - Growth 3,333 5,000 /pm 26-08-2009 26-07-2024 4138359.61 18.52 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,178 5,000 /pm 26-08-2009 26-07-2024 3785090.59 17.5 %
Category Average 4913854.71 20.36 %
NIFTY SMALLCAP 250 TRI 4278959.11 18.91 %

*Compound annual growth rate

DSP Small Cap Reg Gr
26-08-2009
26-07-2024
900000.0
5708015.24
AUM:15,246 Cr
Ann Rtn: 22.19%
Franklin India Smaller Companies Gr
26-08-2009
26-07-2024
900000.0
5705853.71
AUM:14,023 Cr
Ann Rtn: 22.18%
Quant Small Cap Gr
26-08-2009
26-07-2024
900000.0
5411229.75
AUM:22,901 Cr
Ann Rtn: 21.58%
Kotak -Small Cap Gr
26-08-2009
26-07-2024
900000.0
5346365.64
AUM:16,713 Cr
Ann Rtn: 21.44%
HDFC Small Cap Reg Gr
26-08-2009
26-07-2024
900000.0
4868719.49
AUM:31,526 Cr
Ann Rtn: 20.38%
ICICI Pru Small Cap Gr
26-08-2009
26-07-2024
900000.0
4347203.64
AUM:8,441 Cr
Ann Rtn: 19.09%
Sundaram Small Cap Reg Gr
26-08-2009
26-07-2024
900000.0
4138359.61
AUM:3,333 Cr
Ann Rtn: 18.52%
ABSL Small Cap Gr
26-08-2009
26-07-2024
900000.0
3785090.59
AUM:5,178 Cr
Ann Rtn: 17.5%

Avg Ann Compound Return: 20.36 %