JM Small Cap Fund · Regular · Growth
NAV
₹11.4517
as of 13 Nov 2026
Expense Ratio
2.55%
AUM
₹900 Cr
Lumpsum returns (CAGR)
- 1Y
- +11.75%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.80%
SIP returns (XIRR)
- 1Y
- +25.39%
- 3Y
- —
- 5Y
- —
- Since Inception
- +11.23%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.35
Sharpe Ratio
—
Alpha
—
Beta
0.32
Sortino
18.91%
Std Dev
-21.46%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
What this fund does
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 carry wider price swings than 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 ₹900 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Smallcap 250 TRI. The current expense ratio is 2.55%.
Who Should Invest?
- •Small-cap stocks can swing sharply in both directions — the category is built for money that can stay invested for years