Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
JM Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
Godfrey Phillips India Ltd
6.6%
CreditAccess Grameen Ltd Ordinary Shares
4.0%
Amber Enterprises India Ltd Ordinary Shares
3.9%
Garware Hi-Tech Films Ltd
3.5%
Motilal Oswal Financial Services Ltd
3.2%
Jana Small Finance Bank Ltd
3.0%
Multi Commodity Exchange of India Ltd
2.6%
Restaurant Brands Asia Ltd Ordinary Shares
2.5%
Allied Blenders and Distillers Ltd
2.5%
OneSource Specialty Pharma Ltd
2.5%
Top industry exposure
Financial Services
21.1%
Basic Materials
18.2%
Industrials
14.0%
Consumer Cyclical
13.1%
Technology
12.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
103%
Lock-in period
-
Exit load
• 1% for redemption within 180 days
Fund objective
The primary objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities of small cap companies, as defined by SEBI. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.