JM Small Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

JM Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹809 Cr

Lock In Period

N/A

Expense Ratio

2.55

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(%)
1M5.97-0.677.74
6M21.671.3964.49
1Y9.503.48137.57
3Y0.0012.24202.94

Portfolio Analysis

  • Equity: 97.05%
  • Debt: 2.97%
  • Others
As on: 2026-06-30
View allocation % by

1. Acutaas Chemicals Limited4.05%
2. One Source Specialty Pharma Ltd2.40%
3. Neuland Laboratories Ltd1.29%
4. Marksans Pharma Limited1.20%

1. Jana Small Finance Bank Ltd2.53%
2. The Jammu & Kashmir Bank Limited2.01%
3. City Union Bank Limited1.48%
4. EQUITAS SMALL FINANCE BANK LIMITED0.91%

1. Garware Hi-Tech Films Ltd5.56%

1. Creditaccess Grameen Limited2.12%
2. Fusion Finance Limited1.63%

1. Restaurant Brands Asia Limited2.55%
2. Ventive Hospitality Limited0.61%
3. Leela Palaces Hotels & Resorts Limited0.41%

1. Krishna Institute of Medical Science Ltd1.69%
2. Suraksha Diagnostic Limited0.95%
3. Metropolis Healthcare Limited0.81%

1. TD Power Systems Limited2.45%
2. M&B Engineering Limited0.50%
3. Jyoti Cnc Automation Ltd0.48%

1. Navin Fluorine International Limited3.14%

1. Northern Arc Capital Ltd1.10%
2. Motilal Oswal Financial Services1.06%
3. Angel One Limited0.65%
4. OnEMI Technology Solutions Limited0.31%

1. Godfrey Phillips India Limited2.92%

1. AVALON TECHNOLOGIES LIMITED2.30%
2. PG Electroplast Limited0.50%

1. Gokaldas Exports Limited2.76%

1. Shaily Engineering Plastics Limited2.70%

1. Amber Enterprises India Limited1.94%
2. Crompton Greaves Consumer Electrical Ltd0.67%

1. Thangamayil Jewellery Limited2.38%

1. FIRSTSOURCE SOLUTIONS LTD1.13%
2. SAGILITY INDIA LIMITED1.08%

1. FIVE-STAR BUSINESS FINANCE LIMITED2.08%

1. Goodluck India Limited0.85%
2. VENUS PIPES & TUBES LTD0.78%
3. Hi-Tech Pipes Limited0.38%

1. INDO COUNT INDUSTRIES LIMITED1.84%

1. Patel Engineering Limited0.91%
2. PSP Projects Limited0.87%

1. SYRMA SGS TECHNOLOGY LIMITED1.64%

1. Multi Commodity Exchange of India Ltd.1.45%

1. CarTrade Tech Limited1.38%

1. Tinna Rubber and Infrastructure Limited1.34%

1. Ather Energy Limited1.28%

1. Yatra Online Ltd.1.26%

1. Carraro India Ltd1.25%

1. GRAVITA INDIA LIMITED1.23%

1. TITAGARH RAIL SYSTEMS LIMITED1.20%

1. Inox India Limited0.61%
2. Sansera Engineering Limited0.59%

1. CEAT Limited1.15%

1. ZUARI INDUSTRIES LIMITED1.08%

1. GARDEN REACH SHIPBUILDERS & ENGINEER LTD1.06%

1. WeWork India Management Limited1.02%

About Fund JM Small Cap Fund Growth

JM Small Cap Fund Growth managed by JM Financial Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹809 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 2.55. 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
JM Small Cap Fund Growth0809 CR2.55
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundJM Small Cap Fund Growth9.49990
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 2.55. 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 : 5.97%
  • 6 Months : 21.67%
  • 1 Year : 9.50%
  • 3 Years : 0.00%
Returns of JM Small Cap Fund Growth are updated daily based on NAV of ₹ 11.2911 as on Jul 17,2026. 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 ₹809 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.