SIP Performance

Data as on - 13-10-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 66,136 5,000 /pm 12-11-2010 13-10-2025 6268316.34 23.24 %
SBI Small Cap Fund - Regular Plan - Growth 35,585 5,000 /pm 12-11-2010 13-10-2025 5188810.97 21.1 %
DSP Small Cap Fund - Regular - Growth 16,496 5,000 /pm 12-11-2010 13-10-2025 4672122.41 19.9 %
Quant Small Cap Fund - Growth - Regular Plan 29,328 5,000 /pm 12-11-2010 13-10-2025 4380108.65 19.16 %
Franklin India Small Cap Fund-Growth 13,266 5,000 /pm 12-11-2010 13-10-2025 4291031.55 18.93 %
HDFC Small Cap Fund - Growth Option 36,828 5,000 /pm 12-11-2010 13-10-2025 4275524.44 18.89 %
Kotak-Small Cap Fund - Growth 17,480 5,000 /pm 12-11-2010 13-10-2025 4231835.67 18.77 %
Sundaram Small Cap Fund Regular Plan - Growth 3,341 5,000 /pm 12-11-2010 13-10-2025 3678905.25 17.17 %
ICICI Prudential Smallcap Fund - Growth 8,449 5,000 /pm 12-11-2010 13-10-2025 3613888.34 16.96 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,882 5,000 /pm 12-11-2010 13-10-2025 3076534.71 15.1 %
Category Average 4367707.83 18.92 %
NIFTY SMALLCAP 250 TRI 3690189.16 17.2 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
12-11-2010
13-10-2025
900000.0
6268316.34
AUM:66,136 Cr
Ann Rtn: 23.24%
SBI Small Cap Reg Gr
12-11-2010
13-10-2025
900000.0
5188810.97
AUM:35,585 Cr
Ann Rtn: 21.1%
DSP Small Cap Reg Gr
12-11-2010
13-10-2025
900000.0
4672122.41
AUM:16,496 Cr
Ann Rtn: 19.9%
Quant Small Cap Gr
12-11-2010
13-10-2025
900000.0
4380108.65
AUM:29,328 Cr
Ann Rtn: 19.16%
Franklin India Small Cap Fund Gr
12-11-2010
13-10-2025
900000.0
4291031.55
AUM:13,266 Cr
Ann Rtn: 18.93%
HDFC Small Cap Reg Gr
12-11-2010
13-10-2025
900000.0
4275524.44
AUM:36,828 Cr
Ann Rtn: 18.89%
Kotak -Small Cap Gr
12-11-2010
13-10-2025
900000.0
4231835.67
AUM:17,480 Cr
Ann Rtn: 18.77%
Sundaram Small Cap Reg Gr
12-11-2010
13-10-2025
900000.0
3678905.25
AUM:3,341 Cr
Ann Rtn: 17.17%
ICICI Pru Small Cap Gr
12-11-2010
13-10-2025
900000.0
3613888.34
AUM:8,449 Cr
Ann Rtn: 16.96%
ABSL Small Cap Gr
12-11-2010
13-10-2025
900000.0
3076534.71
AUM:4,882 Cr
Ann Rtn: 15.1%

Avg Ann Compound Return: 18.92 %