SIP Performance

Data as on - 01-08-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 35,696 5,000 /pm 01-09-2010 01-08-2025 5354559.39 21.46 %
DSP Small Cap Fund - Regular - Growth 17,126 5,000 /pm 01-09-2010 01-08-2025 4852422.03 20.34 %
Franklin India Small Cap Fund-Growth 13,995 5,000 /pm 01-09-2010 01-08-2025 4483663.47 19.44 %
Quant Small Cap Fund - Growth - Regular Plan 29,476 5,000 /pm 01-09-2010 01-08-2025 4418216.78 19.27 %
Kotak-Small Cap Fund - Growth 18,031 5,000 /pm 01-09-2010 01-08-2025 4349737.35 19.09 %
HDFC Small Cap Fund - Growth Option 35,781 5,000 /pm 01-09-2010 01-08-2025 4297125.7 18.95 %
ICICI Prudential Smallcap Fund - Growth 8,566 5,000 /pm 01-09-2010 01-08-2025 3691502.48 17.21 %
Sundaram Small Cap Fund Regular Plan - Growth 3,439 5,000 /pm 01-09-2010 01-08-2025 3666015.54 17.13 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,134 5,000 /pm 01-09-2010 01-08-2025 3122192.25 15.28 %
Category Average 4248381.67 18.69 %
NIFTY SMALLCAP 250 TRI 3704731.93 17.25 %

*Compound annual growth rate

SBI Small Cap Reg Gr
01-09-2010
01-08-2025
900000.0
5354559.39
AUM :35,696 Cr
Ann Rtn : 21.46 %
DSP Small Cap Reg Gr
01-09-2010
01-08-2025
900000.0
4852422.03
AUM :17,126 Cr
Ann Rtn : 20.34 %
Franklin India Small Cap Fund Gr
01-09-2010
01-08-2025
900000.0
4483663.47
AUM :13,995 Cr
Ann Rtn : 19.44 %
Quant Small Cap Gr
01-09-2010
01-08-2025
900000.0
4418216.78
AUM :29,476 Cr
Ann Rtn : 19.27 %
Kotak -Small Cap Gr
01-09-2010
01-08-2025
900000.0
4349737.35
AUM :18,031 Cr
Ann Rtn : 19.09 %
HDFC Small Cap Reg Gr
01-09-2010
01-08-2025
900000.0
4297125.7
AUM :35,781 Cr
Ann Rtn : 18.95 %
ICICI Pru Small Cap Gr
01-09-2010
01-08-2025
900000.0
3691502.48
AUM :8,566 Cr
Ann Rtn : 17.21 %
Sundaram Small Cap Reg Gr
01-09-2010
01-08-2025
900000.0
3666015.54
AUM :3,439 Cr
Ann Rtn : 17.13 %
ABSL Small Cap Gr
01-09-2010
01-08-2025
900000.0
3122192.25
AUM :5,134 Cr
Ann Rtn : 15.28 %

Avg Ann Compound Return: 18.69 %