One Time/Lumpsum Performance

Data as on - 13-10-2025
Scheme Name AUM(Cr) From To Invested Amount Current Value Ann Rtn(%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 66,136 11-10-2013 13-10-2025 1000000.0 1.754365927E7 26.93 %
SBI Small Cap Fund - Regular Plan - Growth 35,585 11-10-2013 13-10-2025 1000000.0 1.321352803E7 23.97 %
DSP Small Cap Fund - Regular - Growth 16,496 11-10-2013 13-10-2025 1000000.0 1.256196415E7 23.45 %
Kotak-Small Cap Fund - Growth 17,480 11-10-2013 13-10-2025 1000000.0 1.02627479E7 21.39 %
Franklin India Small Cap Fund-Growth 13,266 11-10-2013 13-10-2025 1000000.0 9822725.16 20.95 %
Sundaram Small Cap Fund Regular Plan - Growth 3,341 11-10-2013 13-10-2025 1000000.0 9223287.73 20.31 %
HDFC Small Cap Fund - Growth Option 36,828 11-10-2013 13-10-2025 1000000.0 8953476.62 20.02 %
Quant Small Cap Fund - Growth - Regular Plan 29,328 11-10-2013 13-10-2025 1000000.0 7140412.07 17.78 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,882 11-10-2013 13-10-2025 1000000.0 6945569.04 17.51 %
ICICI Prudential Smallcap Fund - Growth 8,449 11-10-2013 13-10-2025 1000000.0 6858379.23 17.38 %
NIFTY SMALLCAP 250 TRI 1000000.0 8943989.66 20.02 %
Category Average 1000000.0 1.0252574920000002E7 20.97 %

Mutual Fund Performance

12 Lac in Equity-Plot

50 Lac in Equity-Flat

Nippon India Small Cap Gr Gr
11-10-2013
13-10-2025
1000000.0
1.754365927E7
AUM:66,136 Cr
Ann Rtn: 26.93%
SBI Small Cap Reg Gr
11-10-2013
13-10-2025
1000000.0
1.321352803E7
AUM:35,585 Cr
Ann Rtn: 23.97%
DSP Small Cap Reg Gr
11-10-2013
13-10-2025
1000000.0
1.256196415E7
AUM:16,496 Cr
Ann Rtn: 23.45%
Kotak -Small Cap Gr
11-10-2013
13-10-2025
1000000.0
1.02627479E7
AUM:17,480 Cr
Ann Rtn: 21.39%
Franklin India Small Cap Fund Gr
11-10-2013
13-10-2025
1000000.0
9822725.16
AUM:13,266 Cr
Ann Rtn: 20.95%
Sundaram Small Cap Reg Gr
11-10-2013
13-10-2025
1000000.0
9223287.73
AUM:3,341 Cr
Ann Rtn: 20.31%
HDFC Small Cap Reg Gr
11-10-2013
13-10-2025
1000000.0
8953476.62
AUM:36,828 Cr
Ann Rtn: 20.02%
Quant Small Cap Gr
11-10-2013
13-10-2025
1000000.0
7140412.07
AUM:29,328 Cr
Ann Rtn: 17.78%
ABSL Small Cap Gr
11-10-2013
13-10-2025
1000000.0
6945569.04
AUM:4,882 Cr
Ann Rtn: 17.51%
ICICI Pru Small Cap Gr
11-10-2013
13-10-2025
1000000.0
6858379.23
AUM:8,449 Cr
Ann Rtn: 17.38%

Avg Ann Compound Return: 20.97%

Nippon India Small Cap Gr Gr
11-10-2013
13-10-2025
1200000.0
2.105239112E7
AUM:66,136 Cr
Ann Rtn: 26.93%
SBI Small Cap Reg Gr
11-10-2013
13-10-2025
1200000.0
1.585623364E7
AUM:35,585 Cr
Ann Rtn: 23.97%
DSP Small Cap Reg Gr
11-10-2013
13-10-2025
1200000.0
1.507435698E7
AUM:16,496 Cr
Ann Rtn: 23.45%
Kotak -Small Cap Gr
11-10-2013
13-10-2025
1200000.0
1.231529749E7
AUM:17,480 Cr
Ann Rtn: 21.39%
Franklin India Small Cap Fund Gr
11-10-2013
13-10-2025
1200000.0
1.178727019E7
AUM:13,266 Cr
Ann Rtn: 20.95%
Sundaram Small Cap Reg Gr
11-10-2013
13-10-2025
1200000.0
1.106794527E7
AUM:3,341 Cr
Ann Rtn: 20.31%
HDFC Small Cap Reg Gr
11-10-2013
13-10-2025
1200000.0
1.074417194E7
AUM:36,828 Cr
Ann Rtn: 20.02%
Quant Small Cap Gr
11-10-2013
13-10-2025
1200000.0
8568494.5
AUM:29,328 Cr
Ann Rtn: 17.78%
ABSL Small Cap Gr
11-10-2013
13-10-2025
1200000.0
8334682.84
AUM:4,882 Cr
Ann Rtn: 17.51%
ICICI Pru Small Cap Gr
11-10-2013
13-10-2025
1200000.0
8230055.08
AUM:8,449 Cr
Ann Rtn: 17.38%

Average Ann Rtn: 20.97%

Nippon India Small Cap Gr Gr
11-10-2013
13-10-2025
5000000.0
8.771829635E7
AUM:66,136 Cr
Ann Rtn : 26.93%
SBI Small Cap Reg Gr
11-10-2013
13-10-2025
5000000.0
6.606764019E7
AUM:35,585 Cr
Ann Rtn : 23.97%
DSP Small Cap Reg Gr
11-10-2013
13-10-2025
5000000.0
6.280982073E7
AUM:16,496 Cr
Ann Rtn : 23.45%
Kotak -Small Cap Gr
11-10-2013
13-10-2025
5000000.0
5.131373951E7
AUM:17,480 Cr
Ann Rtn : 21.39%
Franklin India Small Cap Fund Gr
11-10-2013
13-10-2025
5000000.0
4.911362582E7
AUM:13,266 Cr
Ann Rtn : 20.95%
Sundaram Small Cap Reg Gr
11-10-2013
13-10-2025
5000000.0
4.611643861E7
AUM:3,341 Cr
Ann Rtn : 20.31%
HDFC Small Cap Reg Gr
11-10-2013
13-10-2025
5000000.0
4.476738306E7
AUM:36,828 Cr
Ann Rtn : 20.02%
Quant Small Cap Gr
11-10-2013
13-10-2025
5000000.0
3.570206039E7
AUM:29,328 Cr
Ann Rtn : 17.78%
ABSL Small Cap Gr
11-10-2013
13-10-2025
5000000.0
3.47278452E7
AUM:4,882 Cr
Ann Rtn : 17.51%
ICICI Pru Small Cap Gr
11-10-2013
13-10-2025
5000000.0
3.429189615E7
AUM:8,449 Cr
Ann Rtn : 17.38%

Average Ann Rtn: 20.97%