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 Reinvest (DR)
₹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 31st Jul
Top holdings
Crompton Greaves Consumer Electricals Ltd
2.7%
Central Depository Services (India) Ltd
2.2%
Bharat Bijlee Ltd
2.1%
Restaurant Brands Asia Ltd Ordinary Shares
2.1%
SAMHI Hotels Ltd
2.0%
Deepak Fertilisers & Petrochemicals Corp Ltd
2.0%
Computer Age Management Services Ltd Ordinary Shares
2.0%
PCBL Ltd
1.9%
Mrs Bectors Food Specialities Ltd Ordinary Shares
1.9%
JK Lakshmi Cement Ltd
1.8%
Top industry exposure
Industrials
26.0%
Basic Materials
20.6%
Consumer Cyclical
19.4%
Financial Services
10.9%
Technology
9.4%
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.