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 IDCW Payout (DP)
₹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 Apr
Top holdings
Godfrey Phillips India Ltd
6.3%
Navin Fluorine International Ltd
3.7%
Jana Small Finance Bank Ltd
3.6%
Sundaram Finance Ltd
3.1%
Restaurant Brands Asia Ltd Ordinary Shares
3.1%
Garware Hi-Tech Films Ltd
3.1%
Computer Age Management Services Ltd Ordinary Shares
3.0%
Amber Enterprises India Ltd Ordinary Shares
2.9%
CreditAccess Grameen Ltd Ordinary Shares
2.8%
Power Mech Projects Ltd
2.6%
Top industry exposure
Basic Materials
19.3%
Financial Services
18.4%
Technology
14.3%
Industrials
13.9%
Consumer Cyclical
12.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
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.