SIP Performance

Data as on - 03-02-2026
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,287 5,000 /pm 03-03-2011 03-02-2026 5745777.7 22.25 %
SBI Small Cap Fund - Regular Plan - Growth 36,268 5,000 /pm 03-03-2011 03-02-2026 4730628.46 20.04 %
DSP Small Cap Fund - Regular - Growth 16,935 5,000 /pm 03-03-2011 03-02-2026 4439938.89 19.32 %
Quant Small Cap Fund - Growth - Regular Plan 29,375 5,000 /pm 03-03-2011 03-02-2026 3968726.47 18.03 %
HDFC Small Cap Fund - Growth Option 37,753 5,000 /pm 03-03-2011 03-02-2026 3960932.03 18.01 %
Franklin India Small Cap Fund-Growth 13,238 5,000 /pm 03-03-2011 03-02-2026 3937398.47 17.94 %
Kotak-Small Cap Fund - Growth 17,258 5,000 /pm 03-03-2011 03-02-2026 3813630.03 17.58 %
Sundaram Small Cap Fund Regular Plan - Growth 3,401 5,000 /pm 03-03-2011 03-02-2026 3515120.24 16.64 %
ICICI Prudential Smallcap Fund - Growth 8,428 5,000 /pm 03-03-2011 03-02-2026 3359282.52 16.12 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,938 5,000 /pm 03-03-2011 03-02-2026 2935595.74 14.56 %
Category Average 4040703.05 18.05 %
NIFTY SMALLCAP 250 TRI 3257445.33 15.77 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
03-03-2011
03-02-2026
900000.0
5745777.7
AUM:68,287 Cr
Ann Rtn: 22.25%
SBI Small Cap Reg Gr
03-03-2011
03-02-2026
900000.0
4730628.46
AUM:36,268 Cr
Ann Rtn: 20.04%
DSP Small Cap Reg Gr
03-03-2011
03-02-2026
900000.0
4439938.89
AUM:16,935 Cr
Ann Rtn: 19.32%
Quant Small Cap Gr
03-03-2011
03-02-2026
900000.0
3968726.47
AUM:29,375 Cr
Ann Rtn: 18.03%
HDFC Small Cap Reg Gr
03-03-2011
03-02-2026
900000.0
3960932.03
AUM:37,753 Cr
Ann Rtn: 18.01%
Franklin India Small Cap Fund Gr
03-03-2011
03-02-2026
900000.0
3937398.47
AUM:13,238 Cr
Ann Rtn: 17.94%
Kotak -Small Cap Gr
03-03-2011
03-02-2026
900000.0
3813630.03
AUM:17,258 Cr
Ann Rtn: 17.58%
Sundaram Small Cap Reg Gr
03-03-2011
03-02-2026
900000.0
3515120.24
AUM:3,401 Cr
Ann Rtn: 16.64%
ICICI Pru Small Cap Gr
03-03-2011
03-02-2026
900000.0
3359282.52
AUM:8,428 Cr
Ann Rtn: 16.12%
ABSL Small Cap Gr
03-03-2011
03-02-2026
900000.0
2935595.74
AUM:4,938 Cr
Ann Rtn: 14.56%

Avg Ann Compound Return: 18.05 %