SIP Performance

Data as on - 30-01-2026
Scheme Name AUM (Cr) SIP Amount From To Current Value CAGR (%) Cash Flow
Nippon India Small Cap Fund - Growth Plan - Growth Option 68,287 5,000 /pm 28-02-2011 30-01-2026 5698788.16 22.15 %
SBI Small Cap Fund - Regular Plan - Growth 36,268 5,000 /pm 28-02-2011 30-01-2026 4681298.72 19.91 %
DSP Small Cap Fund - Regular - Growth 16,935 5,000 /pm 28-02-2011 30-01-2026 4345521.49 19.06 %
HDFC Small Cap Fund - Growth Option 37,753 5,000 /pm 28-02-2011 30-01-2026 3920492.53 17.89 %
Franklin India Small Cap Fund-Growth 13,238 5,000 /pm 28-02-2011 30-01-2026 3917181.16 17.88 %
Quant Small Cap Fund - Growth - Regular Plan 29,375 5,000 /pm 28-02-2011 30-01-2026 3898827.13 17.82 %
Kotak-Small Cap Fund - Growth 17,258 5,000 /pm 28-02-2011 30-01-2026 3766202.86 17.43 %
Sundaram Small Cap Fund Regular Plan - Growth 3,401 5,000 /pm 28-02-2011 30-01-2026 3472150.26 16.49 %
ICICI Prudential Smallcap Fund - Growth 8,428 5,000 /pm 28-02-2011 30-01-2026 3328254.53 16.0 %
Aditya Birla Sun Life Small Cap Fund - GROWTH 4,938 5,000 /pm 28-02-2011 30-01-2026 2902588.63 14.42 %
Category Average 3993130.55 17.91 %
NIFTY SMALLCAP 250 TRI 3345611.33 16.06 %

*Compound annual growth rate

Nippon India Small Cap Gr Gr
28-02-2011
30-01-2026
900000.0
5698788.16
AUM :68,287 Cr
Ann Rtn : 22.15 %
SBI Small Cap Reg Gr
28-02-2011
30-01-2026
900000.0
4681298.72
AUM :36,268 Cr
Ann Rtn : 19.91 %
DSP Small Cap Reg Gr
28-02-2011
30-01-2026
900000.0
4345521.49
AUM :16,935 Cr
Ann Rtn : 19.06 %
HDFC Small Cap Reg Gr
28-02-2011
30-01-2026
900000.0
3920492.53
AUM :37,753 Cr
Ann Rtn : 17.89 %
Franklin India Small Cap Fund Gr
28-02-2011
30-01-2026
900000.0
3917181.16
AUM :13,238 Cr
Ann Rtn : 17.88 %
Quant Small Cap Gr
28-02-2011
30-01-2026
900000.0
3898827.13
AUM :29,375 Cr
Ann Rtn : 17.82 %
Kotak -Small Cap Gr
28-02-2011
30-01-2026
900000.0
3766202.86
AUM :17,258 Cr
Ann Rtn : 17.43 %
Sundaram Small Cap Reg Gr
28-02-2011
30-01-2026
900000.0
3472150.26
AUM :3,401 Cr
Ann Rtn : 16.49 %
ICICI Pru Small Cap Gr
28-02-2011
30-01-2026
900000.0
3328254.53
AUM :8,428 Cr
Ann Rtn : 16.0 %
ABSL Small Cap Gr
28-02-2011
30-01-2026
900000.0
2902588.63
AUM :4,938 Cr
Ann Rtn : 14.42 %

Avg Ann Compound Return: 17.91 %