Investment type
JM Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by JM Financial Mutual Fund. It was launched on 09 Jun 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹763 Crores. The expense ratio is 0.58%.
This fund generated returns of -1.99% in the last 1 year. Since its inception, it has provided an average annual return of 1.38%.
The fund's investments are mainly concentrated in sectors like Consumer Durables, Pharmaceuticals & Biotech, Finance, Banks and Chemicals & Petrochemical.
The top five holdings in this fund include prominent companies such as Godfrey Phillips, Garware Hi Tech, Cams Services, Camlin Fine and Multi Comm. Exc..
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.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
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