SIP Performance

Data as on - 17-10-2025
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 17-11-2010 17-10-2025 6313959.91 23.33 %
SBI Small Cap Fund - Regular Plan - Growth 35,585 5,000 /pm 17-11-2010 17-10-2025 5256558.04 21.25 %
DSP Small Cap Fund - Regular - Growth 16,496 5,000 /pm 17-11-2010 17-10-2025 4658821.27 19.87 %
Quant Small Cap Fund - Growth - Regular Plan 29,328 5,000 /pm 17-11-2010 17-10-2025 4399791.97 19.22 %
Franklin India Small Cap Fund-Growth 13,266 5,000 /pm 17-11-2010 17-10-2025 4325359.93 19.03 %
HDFC Small Cap Fund - Growth Option 36,828 5,000 /pm 17-11-2010 17-10-2025 4262677.15 18.86 %
Kotak-Small Cap Fund - Growth 17,480 5,000 /pm 17-11-2010 17-10-2025 4246921.26 18.82 %
Sundaram Small Cap Fund Regular Plan - Growth 3,341 5,000 /pm 17-11-2010 17-10-2025 3720009.98 17.3 %
ICICI Prudential Smallcap Fund - Growth 8,449 5,000 /pm 17-11-2010 17-10-2025 3619075.47 16.98 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,882 5,000 /pm 17-11-2010 17-10-2025 3114909.97 15.25 %
Category Average 4391808.49 18.99 %
NIFTY SMALLCAP 250 TRI 3696804.23 17.23 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
17-11-2010
17-10-2025
900000.0
6313959.91
AUM :66,136 Cr
Ann Rtn : 23.33 %
SBI Small Cap Reg Gr
17-11-2010
17-10-2025
900000.0
5256558.04
AUM :35,585 Cr
Ann Rtn : 21.25 %
DSP Small Cap Reg Gr
17-11-2010
17-10-2025
900000.0
4658821.27
AUM :16,496 Cr
Ann Rtn : 19.87 %
Quant Small Cap Gr
17-11-2010
17-10-2025
900000.0
4399791.97
AUM :29,328 Cr
Ann Rtn : 19.22 %
Franklin India Small Cap Fund Gr
17-11-2010
17-10-2025
900000.0
4325359.93
AUM :13,266 Cr
Ann Rtn : 19.03 %
HDFC Small Cap Reg Gr
17-11-2010
17-10-2025
900000.0
4262677.15
AUM :36,828 Cr
Ann Rtn : 18.86 %
Kotak -Small Cap Gr
17-11-2010
17-10-2025
900000.0
4246921.26
AUM :17,480 Cr
Ann Rtn : 18.82 %
Sundaram Small Cap Reg Gr
17-11-2010
17-10-2025
900000.0
3720009.98
AUM :3,341 Cr
Ann Rtn : 17.3 %
ICICI Pru Small Cap Gr
17-11-2010
17-10-2025
900000.0
3619075.47
AUM :8,449 Cr
Ann Rtn : 16.98 %
ABSL Small Cap Gr
17-11-2010
17-10-2025
900000.0
3114909.97
AUM :4,882 Cr
Ann Rtn : 15.25 %

Avg Ann Compound Return: 18.99 %