JM Small Cap Fund (Regular) - Growth Option
NAV as on 14-10-2026
₹ 11.4448
₹
0.04
(
0.3836%)
AUM as on 30-09-2026
939.01 Cr
Rtn (Since Inception)
6.09%
JM Small Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Small Cap |
| Launch Date: | 27-06-2024 |
| Assets Class: | Equity |
| Benchmark: | Nifty Smallcap 250 TRI |
| TER: | 2.54% As on (29-09-2026) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 1000.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 939.01 Cr As on (30-09-2026) |
| Turn over: | 0.8008 |
| Exit Load: | If the units are redeemed/switched out on or before 180 days from the date of allotment – 1.00%. If the units are redeemed / switched out after 180 days from the date of allotment – Nil. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| JM Small Cap Fund Reg Gr | 27-06-2024 | 14.78 | 2.41 | 0.0 | 0.0 | 0.0 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
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