NAV
₹11.1058
as of 16 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +8.33%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.40%
SIP returns (XIRR)
- 1Y
- +22.64%
- 3Y
- —
- 5Y
- —
- Since Inception
- +10.90%
Performance Comparison
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Fund Details
Fund HouseJM Financial Mutual Fund
CategorySmall Cap
Launch Date18 Jun 2024
AMFI Code152614
Transaction facts
Min. Lumpsum₹5,000
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
Investment Objective
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 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 · Direct · Growth is a Small Cap mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 1 years.
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