NAV
₹11.8522
as of 30 Sept 2026
Expense Ratio
0.96%
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +18.11%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.73%
SIP returns (XIRR)
- 1Y
- +27.79%
- 3Y
- —
- 5Y
- —
- Since Inception
- +13.62%
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₹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. The current expense ratio is 0.96%.
Who Should Invest?
- •Small-cap stocks can swing sharply in both directions — the category is built for money that can stay invested for years