Small Cap📊 NIFTY Smallcap 250 TRI(SEBI default)
JM Small Cap Fund · Direct · Growth
NAV
₹11.9168
as of 13 Nov 2026
Expense Ratio
0.99%
Viewing Direct · Growth
Risk-o-meter: not yet available here. See the latest risk-o-meter in the fund house's official disclosure.
Lumpsum returns (CAGR)
- 1Y
- +13.54%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.57%
SIP returns (XIRR)
- 1Y
- +27.36%
- 3Y
- —
- 5Y
- —
- Since Inception
- +12.97%
Performance Comparison
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Fund Details
Fund HouseJM Financial Mutual Fund
CategorySmall Cap
BenchmarkNIFTY Smallcap 250 TRI
Launch Date18 Jun 2024
AMFI Code152614
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Loadeffective from 27th May 2024 for Normal & SIP STP SWP for respective instalments investments 1% if redeemed or switched out within 180 days from the date of allotment
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
What this fund does
JM Small Cap Fund · Direct · 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 · Direct · Growth is a Small Cap mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 2 years. It benchmarks its performance against NIFTY Smallcap 250 TRI. The current expense ratio is 0.99%.
Who Should Invest?
- •Small-cap stocks can swing sharply in both directions — the category is built for money that can stay invested for years