Mutual Fund SIP Returns - Equity: Small Cap
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|---|
| Quantum Small Cap Fund Reg Gr | QuantumMF | 05-11-2023 | 132.04 | 2.1 | 36000.0 | 38267.27 | 14.06 |
| Bandhan Small Cap Reg Gr | Invest Online | BandhanMF | 01-02-2020 | 11,718.7 | 1.68 | 36000.0 | 38177.32 | 13.49 |
| DSP Small Cap Reg Gr | DSPMF | 15-06-2007 | 16,304.5 | 1.73 | 36000.0 | 38067.49 | 12.79 |
| Invesco India Small Cap Reg Gr | InvescoMF | 05-10-2018 | 6,815.72 | 1.76 | 36000.0 | 37843.95 | 11.38 |
| Axis Small Cap Reg Gr | Invest Online | AxisMF | 05-11-2013 | 24,944.05 | 1.6 | 36000.0 | 37590.83 | 9.79 |
| UTI Small Cap Reg Gr | UTIMF | 01-12-2020 | 4,529.2 | 1.9 | 36000.0 | 37575.18 | 9.7 |
| Motilal Oswal Small Cap Reg Gr | MotilalMF | 01-12-2023 | 4,922.72 | 1.84 | 36000.0 | 37551.07 | 9.55 |
| Sundaram Small Cap Reg Gr | SundaramMF | 10-02-2005 | 3,310.72 | 1.94 | 36000.0 | 37525.2 | 9.38 |
| ITI Small Cap Reg Gr | ITIMF | 01-02-2020 | 2,503.21 | 1.93 | 36000.0 | 37420.23 | 8.73 |
| HDFC Small Cap Reg Gr | Invest Online | HDFCMF | 02-04-2008 | 34,029.57 | 1.59 | 36000.0 | 37355.27 | 8.32 |
| Edelweiss Small Cap Reg Gr | EdelweissMF | 01-02-2019 | 4,579.47 | 1.83 | 36000.0 | 37086.48 | 6.65 |
| PGIM India Small Cap Fund Reg Gr | Invest Online | PGIMIndiaMF | 29-07-2021 | 1,487.73 | 2.08 | 36000.0 | 37005.44 | 6.15 |
| ABSL Small Cap Gr | ABSLMF | 31-05-2007 | 4,915.13 | 1.93 | 36000.0 | 36996.34 | 6.1 |
| ICICI Pru Small Cap Gr | ICICIMF | 01-10-2007 | 8,255.69 | 1.78 | 36000.0 | 36893.23 | 5.46 |
| Franklin India Smaller Companies Gr | FranklinMF | 13-01-2006 | 13,544.68 | 1.74 | 36000.0 | 36799.6 | 4.88 |
| Canara Robeco Small Cap Reg Gr | Invest Online | CanaraMF | 05-02-2019 | 12,369.98 | 1.69 | 36000.0 | 36675.8 | 4.12 |
| Nippon India Small Cap Gr Gr | NipponIndiaMF | 01-09-2010 | 63,018.61 | 1.41 | 36000.0 | 36539.96 | 3.29 |
| JM Small Cap Fund Reg Gr | JMMF | 01-06-2024 | 631.08 | 2.27 | 36000.0 | 36513.55 | 3.13 |
| Bank of India Small Cap Reg Gr | Invest Online | BOIMF | 12-12-2018 | 1,817.67 | 2.03 | 36000.0 | 36470.14 | 2.86 |
| Tata Small Cap Reg Gr | TataMF | 02-11-2018 | 10,529.61 | 1.68 | 36000.0 | 36470.33 | 2.86 |
| Kotak -Small Cap Gr | Invest Online | KotakMF | 24-02-2005 | 17,328.57 | 1.66 | 36000.0 | 36419.92 | 2.55 |
| Union Small Cap Reg Gr | Invest Online | UnionMF | 10-06-2014 | 1,577.76 | 2.12 | 36000.0 | 36383.42 | 2.33 |
| HSBC Small Cap Fund Reg Growth | HSBCMF | 12-05-2014 | 16,062.49 | 1.69 | 36000.0 | 36371.31 | 2.26 |
| Baroda BNP Paribas Small Cap Fund Reg Gr | BarodaMF | 30-10-2023 | 1,291.64 | 2.16 | 36000.0 | 36265.71 | 1.61 |
| Mahindra Manulife Small Cap Fund Reg Gr | MahindraManulifeMF | 05-12-2022 | 3,841.38 | 1.85 | 36000.0 | 36095.09 | 0.58 |
| Quant Small Cap Gr | QuantMF | 24-11-1996 | 28,193.65 | 1.58 | 36000.0 | 35960.74 | -0.24 |
| SBI Small Cap Reg Gr | SBIMF | 01-09-2009 | 34,014.91 | 1.56 | 36000.0 | 35875.71 | -0.75 |
| LIC MF Small Cap Fund Reg Gr | Invest Online | LICMF | 15-06-2017 | 575.43 | 2.38 | 36000.0 | 35218.8 | -4.69 |
| Category Average | - | - | - | - | 36000.0 | 36907.69 | 5.58 |
| NIFTY SMALLCAP 250 TRI | - | 01-04-2005 | - | - | 36000.0 | 37482.62 | 9.17 |
Mutual Fund SIP Returns helps you get monthly SIP returns instantly for all mutual fund schemes in a category of your choice. You can select any period - between 1 year to 22 years - select the monthly SIP amount from the drop down, from Rs 1,000/ 2,000, 3,000, 5,000, 10,000, 15,000, 20,000, 25,000, 30,000, 35,000, 40,000, 45,000 and 50,000. Along with the monthly SIP returns of each scheme in the selected category, you also get the AMC name, launch date, AUM (in Crores), expense ratio, Total amount invested in the selected period and the total current value along with the SIP return percentage in XIRR. At the end of the table, you get to see the Scheme Category average SIP returns and the benchmark SIP returns. This help you figure out how the scheme monthly SIP returns have done compared to the category and Benchmark monthly SIP returns. The results can be downloaded in excel.
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