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 30th Jun
Top holdings
Godfrey Phillips India Ltd
5.6%
Garware Hi-Tech Films Ltd
4.5%
Computer Age Management Services Ltd Ordinary Shares
3.4%
Camlin Fine Sciences Ltd
3.3%
Multi Commodity Exchange of India Ltd
3.3%
Jana Small Finance Bank Ltd
3.1%
Engineers India Ltd
3.1%
Amber Enterprises India Ltd Ordinary Shares
3.0%
Motilal Oswal Financial Services Ltd
2.9%
CreditAccess Grameen Ltd Ordinary Shares
2.9%
Top industry exposure
Basic Materials
21.2%
Financial Services
20.3%
Industrials
16.1%
Technology
13.8%
Consumer Cyclical
11.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
121%
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.