JM Small Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

JM Small Cap Growth Direct Plan

NAV
₹10.1666
-0.13%
(13 Jun)
AUM
720 Cr
TER
0.59%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+17.8%
+13.5%
+6.8%
+4.6%
-2.8%
NA
3Y
+37.0%
+32.5%
+33.9%
+26.2%
+31.1%
NA
5Y
+38.9%
+36.3%
+32.0%
+34.8%
+48.1%
NA
ALL
+35.9%
+25.8%
+24.0%
+16.6%
+18.3%
+1.7%
VOL
17.7%
18.5%
20.8%
-
15.4%
22.9%
TER
0.4%
0.4%
0.6%
-
0.7%
0.6%
AUM
₹11,744 Cr
₹6,823 Cr
₹2,504 Cr
-
₹28,205 Cr
₹720 Cr
INFO
2.03
1.39
1.15
-
1.18
0.07
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
JM Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Godfrey Phillips India Ltd
5.9%
Garware Hi-Tech Films Ltd
5.5%
Engineers India Ltd
3.2%
Jana Small Finance Bank Ltd
3.1%
Amber Enterprises India Ltd Ordinary Shares
3.1%
Motilal Oswal Financial Services Ltd
2.9%
Power Mech Projects Ltd
2.9%
Computer Age Management Services Ltd Ordinary Shares
2.9%
CreditAccess Grameen Ltd Ordinary Shares
2.9%
Restaurant Brands Asia Ltd Ordinary Shares
2.7%
Top industry exposure
Basic Materials
22.4%
Financial Services
17.5%
Industrials
16.0%
Technology
14.4%
Consumer Cyclical
10.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 180 days
Fund objective
The primary objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities of small cap companies, as defined by SEBI. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.
Fund manager(s)
Satish Ramanathan
Asit Bhandarkar
Ruchi Fozdar
Deepak Gupta

FAQs