JM Small Cap Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

JM Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹868 Cr

Lock In Period

N/A

Expense Ratio

2.49

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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.520.4512.01
6M22.592.6032.00
1Y17.805.0777.31
3Y0.0014.95104.17

Portfolio Analysis

  • Equity: 97.58%
  • Debt: 2.39%
  • Others
As on: 2026-07-31
View allocation % by

1. Acutaas Chemicals Limited3.27%
2. One Source Specialty Pharma Ltd2.20%
3. Neuland Laboratories Ltd1.23%
4. Marksans Pharma Limited1.00%
5. WINDLAS BIOTECH LIMITED0.26%

1. Jana Small Finance Bank Ltd2.89%
2. The Jammu & Kashmir Bank Limited1.77%
3. City Union Bank Limited1.67%
4. EQUITAS SMALL FINANCE BANK LIMITED0.69%

1. Garware Hi-Tech Films Ltd5.39%
2. Knack Packaging Limited0.65%

1. Fusion Finance Limited2.96%
2. Creditaccess Grameen Limited2.11%

1. Motilal Oswal Financial Services0.94%
2. Northern Arc Capital Ltd0.93%
3. Angel One Limited0.69%
4. OnEMI Technology Solutions Limited0.51%

1. Navin Fluorine International Limited3.05%

1. Krishna Institute of Medical Science Ltd1.41%
2. Metropolis Healthcare Limited0.82%
3. Suraksha Diagnostic Limited0.81%

1. FIVE-STAR BUSINESS FINANCE LIMITED2.78%

1. TD Power Systems Limited1.79%
2. Jyoti Cnc Automation Ltd0.46%
3. M&B Engineering Limited0.44%

1. Shaily Engineering Plastics Limited2.66%

1. FIRSTSOURCE SOLUTIONS LTD1.56%
2. SAGILITY INDIA LIMITED1.10%

1. AVALON TECHNOLOGIES LIMITED1.98%
2. PG Electroplast Limited0.53%

1. Gokaldas Exports Limited2.40%

1. Godfrey Phillips India Limited2.38%

1. Amber Enterprises India Limited1.71%
2. Crompton Greaves Consumer Electrical Ltd0.59%

1. Restaurant Brands Asia Limited1.00%
2. Leela Palaces Hotels & Resorts Limited0.54%
3. Ventive Hospitality Limited0.52%

1. Goodluck India Limited0.81%
2. VENUS PIPES & TUBES LTD0.70%
3. Hi-Tech Pipes Limited0.49%

1. FINEOTEX CHEMICAL LTD1.43%
2. Camlin Fine Sciences Limited0.51%

1. S.J.S. ENTERPRISES LIMITED EQ0.89%
2. Lumax Auto Technologies Limited0.51%
3. Minda Corporation Limited0.50%

1. BELRISE INDUSTRIES LIMITED1.84%

1. Thangamayil Jewellery Limited1.75%

1. Sansera Engineering Limited0.96%
2. Inox India Limited0.79%

1. Manorama Industries Limited1.63%

1. INDO COUNT INDUSTRIES LIMITED1.57%

1. PSP Projects Limited0.85%
2. Patel Engineering Limited0.63%

1. Ather Energy Limited1.46%

1. SYRMA SGS TECHNOLOGY LIMITED1.42%

1. Tinna Rubber and Infrastructure Limited1.32%

1. CEAT Limited1.30%

1. CarTrade Tech Limited1.30%

1. GRAVITA INDIA LIMITED1.25%

1. Carraro India Ltd1.17%

1. Yatra Online Ltd.1.11%

1. Newgen Software Technologies Limited1.06%

1. TITAGARH RAIL SYSTEMS LIMITED1.05%

1. WeWork India Management Limited1.02%

1. ZUARI INDUSTRIES LIMITED1.02%
No Data Found
No Data Found

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 ₹868 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 2.49. 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
Quantum Small Cap Fund Growth0254 CR2.31
Baroda BNP Paribas Small Cap Fund Growth01,287 CR2.4
JM Small Cap Fund Growth0868 CR2.49
Bandhan Small Cap Fund Growth531,103 CR1.75
Fund Name1Y3Y
This FundQuantum Small Cap Fund Growth8.27370
This FundBaroda BNP Paribas Small Cap Fund Growth9.65990
This FundJM Small Cap Fund Growth17.80430
This FundBandhan Small Cap Fund Growth10.278996.1861

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 2.49. 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 : 2.52%
  • 6 Months : 22.59%
  • 1 Year : 17.80%
  • 3 Years : 0.00%
Returns of JM Small Cap Fund Growth are updated daily based on NAV of ₹ 11.5751 as on Aug 19,2026. 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 ₹868 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.