SIP Performance

Data as on - 11-12-2025
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,541 5,000 /pm 11-01-2011 11-12-2025 5965386.69 22.69 %
SBI Small Cap Fund - Regular Plan - Growth 36,274 5,000 /pm 11-01-2011 11-12-2025 4980811.15 20.63 %
DSP Small Cap Fund - Regular - Growth 17,010 5,000 /pm 11-01-2011 11-12-2025 4569159.42 19.65 %
Quant Small Cap Fund - Growth - Regular Plan 30,256 5,000 /pm 11-01-2011 11-12-2025 4215111.04 18.73 %
Franklin India Small Cap Fund-Growth 13,529 5,000 /pm 11-01-2011 11-12-2025 4091728.87 18.39 %
HDFC Small Cap Fund - Growth Option 38,009 5,000 /pm 11-01-2011 11-12-2025 4077675.92 18.35 %
Kotak-Small Cap Fund - Growth 17,427 5,000 /pm 11-01-2011 11-12-2025 3997790.72 18.12 %
Sundaram Small Cap Fund Regular Plan - Growth 3,451 5,000 /pm 11-01-2011 11-12-2025 3587352.87 16.88 %
ICICI Prudential Smallcap Fund - Growth 8,453 5,000 /pm 11-01-2011 11-12-2025 3479217.26 16.53 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 5,048 5,000 /pm 11-01-2011 11-12-2025 3001324.21 14.82 %
Category Average 4196555.81 18.48 %
NIFTY SMALLCAP 250 TRI 3467178.07 16.49 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
11-01-2011
11-12-2025
900000.0
5965386.69
AUM:68,541 Cr
Ann Rtn: 22.69%
SBI Small Cap Reg Gr
11-01-2011
11-12-2025
900000.0
4980811.15
AUM:36,274 Cr
Ann Rtn: 20.63%
DSP Small Cap Reg Gr
11-01-2011
11-12-2025
900000.0
4569159.42
AUM:17,010 Cr
Ann Rtn: 19.65%
Quant Small Cap Gr
11-01-2011
11-12-2025
900000.0
4215111.04
AUM:30,256 Cr
Ann Rtn: 18.73%
Franklin India Small Cap Fund Gr
11-01-2011
11-12-2025
900000.0
4091728.87
AUM:13,529 Cr
Ann Rtn: 18.39%
HDFC Small Cap Reg Gr
11-01-2011
11-12-2025
900000.0
4077675.92
AUM:38,009 Cr
Ann Rtn: 18.35%
Kotak -Small Cap Gr
11-01-2011
11-12-2025
900000.0
3997790.72
AUM:17,427 Cr
Ann Rtn: 18.12%
Sundaram Small Cap Reg Gr
11-01-2011
11-12-2025
900000.0
3587352.87
AUM:3,451 Cr
Ann Rtn: 16.88%
ICICI Pru Small Cap Gr
11-01-2011
11-12-2025
900000.0
3479217.26
AUM:8,453 Cr
Ann Rtn: 16.53%
ABSL Small Cap Gr
11-01-2011
11-12-2025
900000.0
3001324.21
AUM:5,048 Cr
Ann Rtn: 14.82%

Avg Ann Compound Return: 18.48 %