11.04
NAV (Sep 17,2024)

Invest in the JM Small Cap Fund - IDCW - Direct Plan with a minimum investment of ₹5000. This fund allows you to take advantage of the potential growth offered by small-cap companies in India. With the direct plan, you can avoid distributor fees and receive dividends directly in your account. Start building your wealth with the JM Small Cap Fund - IDCW - Direct Plan now.

Jm Small Cap Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Jm Small Cap Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    -0.11
  • Beta
    UM_URBAN_MONEY

    0.96
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.33

Fund Overview

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

0 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 19, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

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Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.02%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

28.73%

Motilal Oswal Small Cap Fund - Regular Plan - GrowthMotilal Oswal Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.64%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

27.15%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

21.76%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.62%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.11%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.04%

UTI Small Cap Fund - Regular Plan - GrowthUTI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.46%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bandhan Small Cap Fund - Regular Plan - GrowthBandhan Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

73.81%

Mahindra Manulife Small Cap Fund - Regular Plan - GrowthMahindra Manulife Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

69.20%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

66.28%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

56.17%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

43.20%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

42.54%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.18%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

40.76%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

40.53%

PGIM India Small Cap Fund - Regular Plan - GrowthPGIM India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

37.04%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.39%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

32.18%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

31.13%

UTI Small Cap Fund - Regular Plan - GrowthUTI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.84%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

28.53%

Bandhan Small Cap Fund - Regular Plan - GrowthBandhan Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.44%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

27.90%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

25.29%

Axis Small Cap Fund - Regular Plan - GrowthAxis Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.05%

PGIM India Small Cap Fund - Regular Plan - GrowthPGIM India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.16%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

49.14%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.27%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

34.52%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.29%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

32.31%

LIC MF Small Cap Fund - GrowthLIC MF Small Cap Fund - Growth

EQUITY

Very High

32.18%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.57%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

29.83%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.95%

HSBC Small Cap Fund - Regular Plan - GrowthHSBC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.09%

Fund Managers

AB

Mr. Asit BhandarkarFund Manager - Equity

Mr. Asit Bhandarkar has 11 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company pvt. Ltd. prior to that, for more than 2 years, he was with SBI Funds Management pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years

CC

Mr. Chaitanya ChoksiFund Manager - Derivatives

Mr. Chaitanya Choksi has around 11 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Limited since2008. prior to joining the AMC, he has worked with Lotus AMC, Chanrai Finance private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd.

GW

Mr. Gurvinder Singh WasanAssistant Fund Manager

Mr. Wasan has more than 7 years of experience Fixed Income Markets, Credit Analysis and Structured Finance. Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.

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JM Small Cap Fund - IDCW - Direct Plan

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FAQ's

What is the risk level associated with the JM Small Cap Fund - IDCW - Direct Plan?

The JM Small Cap Fund - IDCW - Direct Plan is classified as a Very High risk mutual fund option.

What is the current NAV (Net Asset Value) of the JM Small Cap Fund - IDCW - Direct Plan as of Sep 17,2024?

The current NAV of the JM Small Cap Fund - IDCW - Direct Plan as of Sep 17,2024 is INR 11.04.

What is the minimum investment amount required for the JM Small Cap Fund - IDCW - Direct Plan?

The JM Small Cap Fund - IDCW - Direct Plan requires a minimum investment amount of INR 5000.

Is there a systematic investment plan (SIP) available for the JM Small Cap Fund - IDCW - Direct Plan?

SIP is available for JM Small Cap Fund - IDCW - Direct Plan starting from INR 5000 per month.

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