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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.56 | 51.99 | 1.03 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 52.86 | 1.74 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty Smallcap 250 - TRI |
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
JM Small Cap Fund(IDCW) | — | — | — |
Nippon India Small Cap Fund(IDCW) | 27.25% | 21.91% | 22.21% |
HDFC Small Cap Fund(IDCW-Reinv) | 23.55% | 17.43% | 14.62% |
SBI Small Cap Fund(IDCW-Payout) | 31.74% | 21.56% | 22.43% |
Actual
Target
Jun 2024
Sep 2024
Nov 2024
Jun 2024
Sep 2024
Nov 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
2.80 %
Holdings
2.15 %
Holdings
2.09 %
JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group
No.of Schemes
15
Total AUM
₹ 14,059.80 Cr.
Asit Bhandarkar
AUM: ₹10,181.58 Cr.
|
Exp: 11yrs
Satish Ramanathan
AUM: ₹10,181.58 Cr.
|
Exp: 17.9yrs
Chaitanya Choksi
AUM: ₹10,181.58 Cr.
|
Exp: 11yrs
Ruchi Fozdar
AUM: ₹14,059.80 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%