Mutual Fund SIP Returns - Equity: Small Cap
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|---|
| PGIM India Small Cap Fund Reg Gr | Invest Online | PGIMIndiaMF | 29-07-2021 | 1,560.68 | 2.07 | 36000.0 | 37925.96 | 11.77 |
| HDFC Small Cap Reg Gr | Invest Online | HDFCMF | 02-04-2008 | 35,780.59 | 1.57 | 36000.0 | 37847.15 | 11.28 |
| Quantum Small Cap Fund Reg Gr | QuantumMF | 05-11-2023 | 141.83 | 2.1 | 36000.0 | 37758.49 | 10.73 |
| DSP Small Cap Reg Gr | DSPMF | 15-06-2007 | 17,125.76 | 1.7 | 36000.0 | 37474.02 | 8.97 |
| Bandhan Small Cap Reg Gr | Invest Online | BandhanMF | 08-02-2020 | 12,981.57 | 1.66 | 36000.0 | 37313.05 | 7.97 |
| Axis Small Cap Reg Gr | Invest Online | AxisMF | 05-11-2013 | 26,196.55 | 1.59 | 36000.0 | 37263.68 | 7.66 |
| ICICI Pru Small Cap Gr | ICICIMF | 01-10-2007 | 8,565.6 | 1.78 | 36000.0 | 37246.16 | 7.56 |
| ITI Small Cap Reg Gr | ITIMF | 01-02-2020 | 2,640.78 | 1.92 | 36000.0 | 37164.32 | 7.06 |
| Union Small Cap Reg Gr | Invest Online | UnionMF | 10-06-2014 | 1,671.86 | 2.11 | 36000.0 | 37160.53 | 7.04 |
| Invesco India Small Cap Reg Gr | InvescoMF | 05-10-2018 | 7,424.64 | 1.75 | 36000.0 | 37100.74 | 6.67 |
| UTI Small Cap Reg Gr | UTIMF | 01-12-2020 | 4,844.38 | 1.86 | 36000.0 | 37029.71 | 6.24 |
| Motilal Oswal Small Cap Reg Gr | MotilalMF | 01-12-2023 | 5,040.62 | 1.83 | 36000.0 | 36941.87 | 5.7 |
| Sundaram Small Cap Reg Gr | SundaramMF | 10-02-2005 | 3,438.89 | 1.94 | 36000.0 | 36867.91 | 5.25 |
| Edelweiss Small Cap Reg Gr | EdelweissMF | 01-02-2019 | 4,929.76 | 1.82 | 36000.0 | 36838.89 | 5.07 |
| Tata Small Cap Reg Gr | TataMF | 02-11-2018 | 11,163.84 | 1.67 | 36000.0 | 36827.27 | 5.0 |
| Bank of India Small Cap Reg Gr | Invest Online | BOIMF | 12-12-2018 | 1,907.82 | 2.03 | 36000.0 | 36559.51 | 3.37 |
| Canara Robeco Small Cap Reg Gr | Invest Online | CanaraMF | 05-02-2019 | 13,103.87 | 1.67 | 36000.0 | 36540.46 | 3.26 |
| ABSL Small Cap Gr | ABSLMF | 31-05-2007 | 5,134.14 | 1.89 | 36000.0 | 36532.92 | 3.21 |
| Nippon India Small Cap Gr Gr | NipponIndiaMF | 05-09-2010 | 66,601.8 | 1.4 | 36000.0 | 36480.96 | 2.9 |
| Baroda BNP Paribas Small Cap Fund Reg Gr | BarodaMF | 30-10-2023 | 1,318.47 | 2.16 | 36000.0 | 36246.58 | 1.48 |
| Franklin India Small Cap Fund Gr | FranklinMF | 13-01-2006 | 13,995.27 | 1.74 | 36000.0 | 36243.23 | 1.46 |
| Kotak -Small Cap Gr | Invest Online | KotakMF | 24-02-2005 | 18,031.02 | 1.65 | 36000.0 | 36192.21 | 1.15 |
| SBI Small Cap Reg Gr | SBIMF | 01-09-2009 | 35,696.19 | 1.57 | 36000.0 | 36135.9 | 0.81 |
| Mahindra Manulife Small Cap Fund Reg Gr | MahindraManulifeMF | 05-12-2022 | 4,065.41 | 1.85 | 36000.0 | 36099.33 | 0.6 |
| Quant Small Cap Gr | QuantMF | 24-11-1996 | 29,475.71 | 1.58 | 36000.0 | 36063.06 | 0.38 |
| HSBC Small Cap Fund Reg Growth | HSBCMF | 12-05-2014 | 16,909.21 | 1.67 | 36000.0 | 36035.28 | 0.21 |
| JM Small Cap Fund Reg Gr | JMMF | 27-06-2024 | 760.38 | 2.26 | 36000.0 | 35624.22 | -2.24 |
| LIC MF Small Cap Fund Reg Gr | Invest Online | LICMF | 15-06-2017 | 604.52 | 2.37 | 36000.0 | 35375.06 | -3.72 |
| Category Average | - | - | - | - | 36000.0 | 36746.02 | 4.53 |
| NIFTY SMALLCAP 250 TRI | - | 01-04-2005 | - | - | 36000.0 | 36531.84 | 3.2 |
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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