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JM Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of JM Small Cap Fund - Growth - Direct Plan is ₹9.16.
It is better to invest in a fund with a longer track record as JM Small Cap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.
JM Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.69%
The process for redemption is
The AUM of JM Small Cap Fund - Growth - Direct Plan is currently ₹595 Crores.
The Top three stocks are Neuland Laboratories, AMI Organics and Godfrey Phillips and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 26% of fund’s portfolio respectively.
Top three sectors of JM Small Cap Fund - Growth - Direct Plan fund are Healthcare, Chemicals and BFSI accounting for 44% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of JM Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.
Asit Bhandarkar and Satish Ramanathan manage the JM Small Cap Fund - Growth - Direct Plan Fund.
JM Small Cap Fund - Growth - Direct Plan current PE ratio is 42.53 and PB ratio is 5.80
The asset allocation of JM Small Cap Fund - Growth - Direct Plan is Stocks : 97.06%, Debt : 2.92% and Gold : 0%
The minimum SIP amount for JM Small Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for JM Small Cap Fund - Growth - Direct Plan is 1% on or before 180 days, Nil after 180 days