JM Small Cap Fund does not yet have a 5-year performance history.
The average return for Small Cap funds is 118.22% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 29.48% | 0.08% |
| 2 Year Return | N/A | 17.32% |
| 3 Year Return | N/A | 49.36% |
| 4 Year Return | N/A | 81.21% |
| 5 Year Return | N/A | 118.22% |
| 6 Year Return | N/A | 190.34% |
| 7 Year Return | N/A | 216.58% |
| Expense Ratio | 1.97% | - |
AMC: JM FINANCIAL
Category: Equity • Small Cap
Launch Date: 27 May 2024
Fund Manager: Mr. Asit Bhandarkar
Minimum Purchase: ₹1,000
Exit Load: In respect of each purchase/ switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment.
Lock-in: 0
Risk: Moderate Risk
JM Small Cap Fund is managed by JM FINANCIAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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