JM Small Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

JM Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹930 Cr

Lock In Period

N/A

Expense Ratio

2.53

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.

Benchmark

Nifty Smallcap 250 Total Return

JM Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.41-0.8912.01
6M34.053.7540.73
1Y12.814.3077.31
3Y0.0013.8699.01

Portfolio Analysis

  • Equity: 98.38%
  • Debt: 1.61%
  • Others
As on: 2026-08-31
View allocation % by

1. Acutaas Chemicals Limited2.91%
2. One Source Specialty Pharma Ltd1.93%
3. Neuland Laboratories Ltd1.24%
4. Marksans Pharma Limited1.16%

1. Jana Small Finance Bank Ltd2.37%
2. City Union Bank Limited1.82%
3. The Jammu & Kashmir Bank Limited0.94%
4. EQUITAS SMALL FINANCE BANK LIMITED0.64%

1. Garware Hi-Tech Films Ltd4.64%
2. Knack Packaging Limited0.61%

1. Fusion Finance Limited2.67%
2. Creditaccess Grameen Limited1.69%

1. TD Power Systems Limited2.17%
2. Jyoti Cnc Automation Ltd1.18%
3. M&B Engineering Limited0.37%

1. Motilal Oswal Financial Services1.07%
2. Northern Arc Capital Ltd0.70%
3. Angel One Limited0.65%
4. Gaja Alternative AMC Limited0.63%
5. OnEMI Technology Solutions Limited0.51%

1. Restaurant Brands Asia Limited1.37%
2. Devyani International Limited0.90%
3. Leela Palaces Hotels & Resorts Limited0.89%
4. Ventive Hospitality Limited0.37%

1. FIVE-STAR BUSINESS FINANCE LIMITED2.76%
2. Piramal Finance Ltd0.59%

1. Navin Fluorine International Limited3.19%

1. AVALON TECHNOLOGIES LIMITED2.30%
2. PG Electroplast Limited0.47%

1. Lumax Auto Technologies Limited1.12%
2. S.J.S. ENTERPRISES LIMITED EQ0.86%
3. Minda Corporation Limited0.71%

1. Shaily Engineering Plastics Limited2.65%

1. Pine Labs Limited1.52%
2. Newgen Software Technologies Limited1.03%

1. Goodluck India Limited1.19%
2. VENUS PIPES & TUBES LTD0.64%
3. Hi-Tech Pipes Limited0.47%

1. Suraksha Diagnostic Limited0.86%
2. Krishna Institute of Medical Science Ltd0.83%
3. Metropolis Healthcare Limited0.59%

1. Gokaldas Exports Limited2.15%

1. Sansera Engineering Limited1.08%
2. Inox India Limited1.05%

1. Thangamayil Jewellery Limited2.13%

1. SAGILITY INDIA LIMITED1.12%
2. FIRSTSOURCE SOLUTIONS LTD0.94%

1. Ather Energy Limited2.04%

1. Godfrey Phillips India Limited1.94%

1. FINEOTEX CHEMICAL LTD1.89%

1. BELRISE INDUSTRIES LIMITED1.69%

1. Amber Enterprises India Limited1.64%

1. Manorama Industries Limited1.63%

1. WeWork India Management Limited0.88%
2. LEAP India Limited0.57%

1. INDO COUNT INDUSTRIES LIMITED1.41%

1. SYRMA SGS TECHNOLOGY LIMITED1.39%

1. CarTrade Tech Limited1.34%

1. GRAVITA INDIA LIMITED1.30%

1. PSP Projects Limited0.71%
2. Patel Engineering Limited0.52%

1. CEAT Limited1.21%

1. Carraro India Ltd1.11%

1. Yatra Online Ltd.1.04%

1. Tinna Rubber and Infrastructure Limited1.04%
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About Fund JM Small Cap Fund Growth

JM Small Cap Fund Growth managed by JM Financial Mutual Fund,is a Small-capscheme with Assets Under Management of ₹930 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 2.53. Under the expert guidance of Asit Bhandarkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Asit Bhandarkar

Mr. Asit is an Commerce graduate and MMS. He has 7 years of experience in equity research and Fund Management. His last assignment was as Fund Manager with Lotus India AMC. Prior to that he was with SBI Funds Management. He also has been an Equity Analyst with broking houses.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bajaj Finserv Small Cap Fund Growth02,646 CR2.37
Quantum Small Cap Fund Growth0265 CR2.33
JM Small Cap Fund Growth0929 CR2.53
Sundaram Small Cap Fund - Institutional Plan Growth01,928 CR2.38
Fund Name1Y3Y
This FundBajaj Finserv Small Cap Fund Growth12.77570
This FundQuantum Small Cap Fund Growth6.37450
This FundJM Small Cap Fund Growth12.81430
This FundSundaram Small Cap Fund - Institutional Plan Growth61.980195.6559

JM Small Cap Fund Growth FAQs

JM Small Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of JM Small Cap Fund Growth is 2.53. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

JM Small Cap Fund Growth’s fund performance is as follows:
  • 1 Month : -1.41%
  • 6 Months : 34.05%
  • 1 Year : 12.81%
  • 3 Years : 0.00%
Returns of JM Small Cap Fund Growth are updated daily based on NAV of ₹ 11.3921 as on Sep 15,2026. Since inception, the return has been 0.00%.

You can invest in JM Small Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of JM Small Cap Fund Growth is ₹930 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in JM Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.