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JM Small Cap Fund Direct Growth
Equity
Small Cap
Very High Risk
NAV: 27 Feb '26
₹9.52
Min. for SIP
₹100
Fund size
₹627.64 Cr
Expense ratio
0.76%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,826 | -1.16% | |
| 6 months | ₹30,000 | ₹28,934 | -3.55% | |
| 1 year | ₹60,000 | ₹58,828 | -1.95% |
Holdings (66)
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Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -8.3% | -3.5% | +12.7% | -4.8% |
| Category average (Equity Small Cap) | -- | -- | -6.3% | -- |
| Rank (Equity Small Cap) | 49 | 29 | 39 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 180 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | +19.30% | +31.70% | 19,266.54 | |
Invesco India Smallcap Fund Direct Growth | +22.17% | +26.23% | 9,008.55 | |
Nippon India Small Cap Fund Direct Growth | +17.14% | +22.35% | 65,812.16 | |
Quant Small Cap Fund Direct Plan Growth | +11.05% | +20.70% | 27,384.03 | |
HDFC Small Cap Fund Direct Growth | +18.64% | +20.42% | 36,940.54 | |
| Compare | ||||
Fund management
SRSatish RamanathanOct 2024 - PresentView details
SR
Satish Ramanathan
Oct 2024 - Present
View details
ABAsit BhandarkarMay 2024 - PresentView details
AB
Asit Bhandarkar
May 2024 - Present
View details
RFRuchi FozdarOct 2024 - PresentView details
RF
Ruchi Fozdar
Oct 2024 - Present
View details
DGDeepak GuptaApr 2025 - PresentView details
DG
Deepak Gupta
Apr 2025 - Present
View details
About JM Small Cap Fund Direct Growth
JM Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Satish Ramanathan is the Current Fund Manager of JM Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,356 Cr and the Latest NAV as of 27 Feb 2026 is ₹9.52.
The JM Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000. Exit load of 1%, if redeemed within 180 days.
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Investment Objective
The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities of small cap companies, as defined by SEBI.
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Fund house
Rank (total assets)#32 in India
Total AUM₹13,356.38 Cr
Date of Incorporation15 Sep 1994
Launch Date15 Sep 1994
AddressOne International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,