Small Cap fund SIP returns
What ₹10,000 a month grew to in every small cap fund, to 11 Nov 2026.
Category average, 5 years
15.0%
₹6.00 L became ₹8.64 L
NIFTY Smallcap 250 Index, 5 years
14.1%
became ₹8.45 L
Highest, 5 years
20.8%
Invesco India Smallcap Fund
Regular plan, Growth option.
₹10,000 a month for 5 years: ₹6.00 L invested
| Fund | ||||
|---|---|---|---|---|
| Category average | ₹8.64 L | 15.0% | ||
| NIFTY Smallcap 250 Index | ₹8.45 L | 14.1% | ||
| ₹9.90 L | 20.8% | ₹16,131 Cr | 1.83% | |
| ₹9.81 L | 20.4% | ₹3,666 Cr | 2.22% | |
| ₹9.79 L | 20.3% | ₹35,856 Cr | 1.72% | |
| ₹9.60 L | 19.4% | ₹3,671 Cr | 2.17% | |
| ₹9.01 L | 16.8% | ₹2,732 Cr | 2.18% | |
| ₹8.87 L | 16.1% | ₹35,572 Cr | 1.75% | |
| ₹8.81 L | 15.8% | ₹21,467 Cr | 1.70% | |
| ₹8.71 L | 15.3% | ₹841 Cr | 2.65% | |
| ₹8.65 L | 15.1% | ₹6,120 Cr | 2.01% | |
| ₹8.56 L | 14.6% | ₹80,906 Cr | 1.40% | |
| ₹8.53 L | 14.5% | ₹4,107 Cr | 2.01% | |
| ₹8.46 L | 14.2% | ₹18,513 Cr | 1.78% | |
| ₹8.34 L | 13.6% | ₹30,678 Cr | 1.69% | |
| ₹8.31 L | 13.4% | ₹7,000 Cr | 1.97% | |
| ₹8.29 L | 13.3% | ₹1,739 Cr | 2.38% | |
| ₹7.97 L | 11.6% | ₹14,257 Cr | 1.86% | |
| ₹7.95 L | 11.5% | ₹5,229 Cr | 2.03% | |
| ₹7.73 L | 10.4% | ₹41,059 Cr | 1.59% | |
| ₹7.72 L | 10.3% | ₹9,791 Cr | 2.10% | |
| ₹7.68 L | 10.1% | ₹19,141 Cr | 1.73% | |
| ₹7.64 L | 9.9% | ₹40,801 Cr | 1.56% | |
| ₹7.62 L | 9.8% | ₹13,972 Cr | 1.84% | |
| ₹7.34 L | 8.3% | ₹13,214 Cr | 1.69% |
23 funds with 5 years of history; 10 younger funds left out. Click a heading to sort.
How are small cap fund SIP returns worked out?
₹10,000 is invested every month on the same day of the month as the latest NAV, the last instalment on that day, so a 1-year SIP has 12 instalments. Units are bought at each day's NAV and valued at the latest NAV. The return is XIRR: the yearly rate that turns the instalments into today's value.
Why is SIP return different from the fund's trailing return?
A trailing return measures one lump sum invested at the start. In a SIP most of the money goes in later, so recent months weigh more. After a rise near the end a SIP return is higher than the trailing return; after a fall, lower.
Does a high past SIP return mean a good fund to start a SIP in?
Not on its own. SIP returns over 1 to 3 years depend heavily on where the market ended. Look at 5 and 10 years, at the fund's rolling returns and at how it ranked in its category year by year.
Worked out from each fund's own daily NAV. Past performance does not indicate future returns.