JM Small Cap Fund · Regular · Growth
NAV
₹11.2130
as of 31 Jul 2026
Expense Ratio
2.08%
AUM
₹702 Cr
Lumpsum returns (CAGR)
- 1Y
- +12.47%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.56%
SIP returns (XIRR)
- 1Y
- +26.14%
- 3Y
- —
- 5Y
- —
- Since Inception
- +12.10%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.30
Sharpe Ratio
+0.07
Alpha
0.56
Beta
0.28
Sortino
20.79%
Std Dev
-21.46%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
JM Small Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds offer higher growth potential but also carry higher volatility and risk compared to large-cap and mid-cap funds.
About This Fund
JM Small Cap Fund · Regular · Growth is a Small Cap mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹702 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Smallcap 250 TRI. The current expense ratio is 2.08%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Investors who understand that small-cap stocks can be highly volatile and are willing to stay invested for the long term
- •SIP investors who can benefit from rupee cost averaging during market fluctuations