SIP Performance

Data as on - 30-04-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
SBI Small Cap Fund - Regular Plan - Growth 30,829 5,000 /pm 01-06-2010 30-04-2025 5216198.1 21.17 %
DSP Small Cap Fund - Regular - Growth 14,269 5,000 /pm 01-06-2010 30-04-2025 4358259.67 19.12 %
Franklin India Smaller Companies Fund-Growth 11,970 5,000 /pm 01-06-2010 30-04-2025 4323567.85 19.03 %
Quant Small Cap Fund - Growth - Regular Plan 25,072 5,000 /pm 01-06-2010 30-04-2025 4262334.3 18.87 %
Kotak-Small Cap Fund - Growth 15,706 5,000 /pm 01-06-2010 30-04-2025 4100201.54 18.42 %
HDFC Small Cap Fund - Growth Option 30,223 5,000 /pm 01-06-2010 30-04-2025 3901275.57 17.85 %
Sundaram Small Cap Fund Regular Plan - Growth 2,956 5,000 /pm 01-06-2010 30-04-2025 3449899.47 16.44 %
ICICI Prudential Smallcap Fund - Growth 7,392 5,000 /pm 01-06-2010 30-04-2025 3445797.33 16.43 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,416 5,000 /pm 01-06-2010 30-04-2025 2943590.82 14.6 %
Category Average 4000124.96 17.99 %
NIFTY SMALLCAP 250 TRI 3452104.8 16.45 %

*Compound annual growth rate

SBI Small Cap Reg Gr
01-06-2010
30-04-2025
900000.0
5216198.1
AUM :30,829 Cr
Ann Rtn : 21.17 %
DSP Small Cap Reg Gr
01-06-2010
30-04-2025
900000.0
4358259.67
AUM :14,269 Cr
Ann Rtn : 19.12 %
Franklin India Smaller Companies Gr
01-06-2010
30-04-2025
900000.0
4323567.85
AUM :11,970 Cr
Ann Rtn : 19.03 %
Quant Small Cap Gr
01-06-2010
30-04-2025
900000.0
4262334.3
AUM :25,072 Cr
Ann Rtn : 18.87 %
Kotak -Small Cap Gr
01-06-2010
30-04-2025
900000.0
4100201.54
AUM :15,706 Cr
Ann Rtn : 18.42 %
HDFC Small Cap Reg Gr
01-06-2010
30-04-2025
900000.0
3901275.57
AUM :30,223 Cr
Ann Rtn : 17.85 %
Sundaram Small Cap Reg Gr
01-06-2010
30-04-2025
900000.0
3449899.47
AUM :2,956 Cr
Ann Rtn : 16.44 %
ICICI Pru Small Cap Gr
01-06-2010
30-04-2025
900000.0
3445797.33
AUM :7,392 Cr
Ann Rtn : 16.43 %
ABSL Small Cap Gr
01-06-2010
30-04-2025
900000.0
2943590.82
AUM :4,416 Cr
Ann Rtn : 14.6 %

Avg Ann Compound Return: 17.99 %