JM Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
1M
All
NAV: 31 Oct 2024₹10.65
Min. SIP amount₹100
RatingNA
Fund size₹561.80Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Small Cap
Absolute returns
3M3M6MAll
Fund returns-0.2%-0.2%NA1.5%
Category averageNANANANA
Rank with in category88NANA
Understand terms

Holdings (73)

NameSectorInstrumentAssets
Consumer StaplesEquity2.84%
HealthcareEquity2.17%
HealthcareEquity2.08%
ServicesEquity1.97%
HealthcareEquity1.95%
Consumer StaplesEquity1.90%
FinancialEquity1.85%
ChemicalsEquity1.80%
ServicesEquity1.80%
Capital GoodsEquity1.79%
See All

Expense ratio, exit load and tax

Expense ratio: 0.57%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 180 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund house & investment objective

Fund house contact details

Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
E-mail
NA
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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