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  • JM Mutual Fund
  • JM Small Cap Fund (Growth)
JM Mutual Fund

JM Small Cap Fund (Growth)

EquitySmall Cap

NAV ()

Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Duration5 years


Total Investment


Wealth Gained


Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
Last 3Y
Last 5Y
Last 10Y
Since Inception
6 Month CAGR

Scheme Information

Investment 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.

Expense Ratio
Launched (0y ago)
Jun 25, 2024
AUM in Crores
No Lock-in
Nifty Smallcap 250 TR INR
SIP Minimum
Lumpsum Min.
Standard Deviation (3yr)
Standard Deviation (5yr)
Beta (3yr)
Beta (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
Fund Managers

Chaitanya Choksi

Fund Manager

Gurvinder Wasan

Fund Manager

Asit Bhandarkar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison



with step up of

AssetReturnsTotal CorpusGainsCAGR
JM Small Cap Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr


About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 7,838 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,70 debt and 15 hybrid funds.amc-img
Fund NameScripbox Opinion
Till Date CAGR











JM Small Cap Fund (G) Review

JM Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of null% over a period of 0 years. The fund is managed by JM Financial Asset Management Limited. The fund managers are Asit Bhandarkar, Chaitanya Choksi, Gurvinder Wasan.

Nav of JM Small Cap Fund (G) as of 1/1/1970 is ₹undefined with the total AUM as of 6/13/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Small Cap Fund (G) was launched on Jun 25, 2024. The category risk of the fund is Very High Risk.

The minimum SIP amount for JM Small Cap Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

JM Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Smallcap 250 TR INR.

JM Small Cap Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Small Cap Fund (G).

Frequently Asked Questions

What is JM Small Cap Fund (G)?

JM Small Cap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in JM Small Cap Fund (G)?

You can invest in JM Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of JM Small Cap Fund (G)?

The minimum sip amount for JM Small Cap Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is JM Small Cap Fund (G) good to invest in?

As per Scripbox experts, JM Small Cap Fund (G) is a Not Reviewed Yet fund. You can investJM Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the JM Small Cap Fund (G)?

The expense ratio of the JM Small Cap Fund (G) is % for regular plan.