JM Small Cap Fund Regular - IDCW

The JM Small Cap Fund Regular - IDCW , a Small Cap multi-cap fund   Open Ended Mutual Funds   from JM Financial Asset Management Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

JM Small Cap Fund Regular - IDCW - Performance

The JM Small Cap Fund Regular - IDCW has set a great track record, delivering an impressive 1-year return of 14.44. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹929.5 Cr. and the latest NAV declared is 10.746 as on 2026-10-21.

JM Small Cap Fund Regular - IDCW - Investment Strategy

The JM Small Cap Fund Regular - IDCW follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

JM Small Cap Fund Regular - IDCW - Fees and Expenses

The JM Small Cap Fund Regular - IDCW has an expense ratio of 1.95 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.

JM Small Cap Fund Regular - IDCW - SIP Planning

The JM Small Cap Fund Regular - IDCW, provides a broad range of SIP plans, which can be customised according to your needs and suitability. JM Small Cap Fund Regular - IDCW is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Small Cap provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Small Cap Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.