- Mutual Funds
- JM Financial Mutual Fund
- JM Small Cap Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.023
NAV (Oct 15)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 9.1% |
6 Month CAGR | NA |
Scheme Information
The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities of small cap companies, as defined by SEBI.
Expense Ratio | 2.34 |
Launched (0y ago) | 2.34 |
AUM in Crores | 561.8 |
ISIN | INF192K01NE0 |
Lock-in | - |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Small Cap Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Crompton Greaves Consumer Electricals Ltd.
2.7%Central Depository Services (India) Ltd.
2.2%Bharat Bijlee Ltd.
2.2%Restaurant Brands Asia Ltd.
2.1%SAMHI Hotels Ltd.
2%Allocation by Sector
Capital Goods
16.2%Chemicals
13.6%Services
13.3%Financial
8.5%Consumer Staples
8.1%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
JM Financial Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.7% | 15.9% | ||
25.5% | 17.3% | ||
21.3% | 13.1% | ||
19.5% | 10.4% | ||
5.9% | 6.6% |
JM Small Cap Fund (G) Review
JM Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 9.132% over a period of 0 years. The fund is managed by JM Financial Mutual Fund. The fund managers are Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan.
Nav of JM Small Cap Fund (G) as of 10/15/2024 is ₹11.02 with the total AUM as of 10/16/2024 is ₹561.7968. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Small Cap Fund (G) was launched on 2024-06-18. The category risk of the fund is null.
The minimum SIP amount for JM Small Cap Fund (G) is ₹1000 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 Total Return Index.
It is rated as a null 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)?
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 ₹1000. You can invest in multiples of ₹5000.
Is JM Small Cap Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it 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 2.34% for regular plan.
What is the NAV of JM Small Cap Fund (G)?
Today's JM Small Cap Fund (G) NAV is ₹11.02.