SIP Performance

Data as on - 28-08-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 6,592 5,000 /pm 28-09-2010 28-08-2025 6290137.02 23.29 %
SBI Small Cap Fund - Regular Plan - Growth 3,556 5,000 /pm 28-09-2010 28-08-2025 5307848.84 21.36 %
DSP Small Cap Fund - Regular - Growth 1,701 5,000 /pm 28-09-2010 28-08-2025 4815327.65 20.25 %
Franklin India Small Cap Fund-Growth 1,382 5,000 /pm 28-09-2010 28-08-2025 4349075.03 19.09 %
Quant Small Cap Fund - Growth - Regular Plan 2,969 5,000 /pm 28-09-2010 28-08-2025 4312700.74 18.99 %
HDFC Small Cap Fund - Growth Option 3,635 5,000 /pm 28-09-2010 28-08-2025 4279371.28 18.9 %
Kotak-Small Cap Fund - Growth 1,790 5,000 /pm 28-09-2010 28-08-2025 4276362.47 18.9 %
ICICI Prudential Smallcap Fund - Growth 850 5,000 /pm 28-09-2010 28-08-2025 3653497.0 17.09 %
Sundaram Small Cap Fund Regular Plan - Growth 339 5,000 /pm 28-09-2010 28-08-2025 3625674.95 17.0 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 501 5,000 /pm 28-09-2010 28-08-2025 3050876.85 15.01 %
Category Average 4396087.18 18.99 %
NIFTY SMALLCAP 250 TRI 3646829.18 17.07 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
28-09-2010
28-08-2025
900000.0
6290137.02
AUM :6,592 Cr
Ann Rtn : 23.29 %
SBI Small Cap Reg Gr
28-09-2010
28-08-2025
900000.0
5307848.84
AUM :3,556 Cr
Ann Rtn : 21.36 %
DSP Small Cap Reg Gr
28-09-2010
28-08-2025
900000.0
4815327.65
AUM :1,701 Cr
Ann Rtn : 20.25 %
Franklin India Small Cap Fund Gr
28-09-2010
28-08-2025
900000.0
4349075.03
AUM :1,382 Cr
Ann Rtn : 19.09 %
Quant Small Cap Gr
28-09-2010
28-08-2025
900000.0
4312700.74
AUM :2,969 Cr
Ann Rtn : 18.99 %
HDFC Small Cap Reg Gr
28-09-2010
28-08-2025
900000.0
4279371.28
AUM :3,635 Cr
Ann Rtn : 18.9 %
Kotak -Small Cap Gr
28-09-2010
28-08-2025
900000.0
4276362.47
AUM :1,790 Cr
Ann Rtn : 18.9 %
ICICI Pru Small Cap Gr
28-09-2010
28-08-2025
900000.0
3653497.0
AUM :850 Cr
Ann Rtn : 17.09 %
Sundaram Small Cap Reg Gr
28-09-2010
28-08-2025
900000.0
3625674.95
AUM :339 Cr
Ann Rtn : 17.0 %
ABSL Small Cap Gr
28-09-2010
28-08-2025
900000.0
3050876.85
AUM :501 Cr
Ann Rtn : 15.01 %

Avg Ann Compound Return: 18.99 %