JM Small Cap Fund Regular-Growth
Equity, Small Cap, Principal at very high risk
1 Year Return 5.1% at 30 Oct 2026 12:08 PM
JM Small Cap Fund Regular-Growth: Mutual Fund Overview
JM Small Cap Fund Regular-Growth is an Small Cap mutual fund with over 2.37 years of performance history. The scheme manages an AUM of ₹941.34 Cr and has a NAV of ₹10.8519. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.1%.
Fund Details
NAV 10.8519
Sub-Type Small Cap
Rating Not Rated
Min. SIP Amount ₹1000.0
Fund Age(Year) 2.37
Fund Size(in Crores) 941.34
Fund Performance
1 Month -4.66%
3 Month -3.86%
6 Month 11.03%
1 Year 5.1%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.33%) Market Cap Small Cap 91.72 Mid Cap 5.61 Top Sectors Financial 16.91 Capital Goods 13.73 Automobile 10.95 Services 9.76 Materials 9.46 Healthcare 8.94 Chemicals 5.86 Metals & Mining 5.76 Consumer Staples 4.15 Consumer Discretionary 3.99 Textiles 3.96 Construction 2.36 Technology 1.5 Top Holding Syrma SGS Technology 1.61 Motilal Oswal Financial Services 0.94 Avalon Technologies 2.07 Sagility 1 Equitas Small Finance Bank 0.51 Jyoti CNC Automation 1.21 Newgen Software Technologies 0.9 Acutaas Chemicals 2.91 PG Electroplast 0.4 Inox India 1.11 Indo Count Industries 1.32 ESDS Software Solution 0.02 Blue Star 0.6 Onesource Specialty Pharma 1.95 Tinna Rubber And Infrastructure 0.94 Pine Labs 1.98 Shaily Eng Plastics 2.45 KSB 0.26 Restaurant King 1.22 Black Box 0.58 Jana Small Finance Bank 2 EPL 0.61 Gaja Alternative Asset Management 0.58 Graphite India 1.46 Krishna Institute 0.77 Fineotex Chemical 1.93 Optiemus Infracom 0.86 Lumax Auto Technologies 1.11 Godfrey Phillips India 1.58 Hi-Tech Pipes 0.43 Diamond Power 0.78 Amber Enterprises India 1.41 Bharat Bijlee 0.61 GE Power India 0.55 Suraksha Diagnostic 0.87 Devyani International 0.42 Northern ARC Capital 0.73 Schneider Electric 0.65 M&B Engineering 0.34 SKF India (Industrial) 1.01 Power Mech Projects 0.89 Gokaldas Exports 1.87 Borosil Renewables 0.38 WeWork India Management 0.84 Yatra Online 0.96 Manorama Ind 1.58 Venus Pipes & Tubes 0.95 Firstsource Solutions 0.89 The Jammu & Kashmir Bank 0.73 CreditAccess Grameen 1.38 Neuland Laboratories 0.91 Raymond 0.77 Leela Palaces Hotels 0.88 Fusion Fin 2.3 JSW Cement 0.46 Navin Fluorine International 2.99 Garware Hi-Tech Films 4.5 Thangamayil Jewellery 1.97 Hero Motors 0.96 OnEMI Technology Solutions 0.61 Ceat 1.14 Varmora Granito 0.49 LEAP India 0.46 Ventive Hospitality 0.34 Titagarh Rail Systems 0.96 Metropolis Healthcare 0.37 Horizon Industrial Parks 0.73 Shyam Metalics And Energy 0.96 Sansera Engineering 1.25 Marksans Pharma 1.15 SJS Enterprises 0.53 Zuari Industries 0.99 Angel One 0.62 City Union Bank 1.85 Belrise Industries 1.73 TD Power Systems 2.13 Ather Energy 1.67 CarTrade Tech 1.16 Wheels India 0.56 Tenneco Clean Air India 0.21 Goodluck India 1.28 Minda Corporation 0.83 Five-Star Business Finance 2.69 PSP Projects 0.65 Carraro 0.98 Patel Engineering 0.48 Gravita India 1.03 Knack Packaging 0.57
Debt & Others (2.67%) Sector Allocation Repo 1.83 Net Receivables 0.84 Debt Credit Ratings Debt Category Others 2.67
Comparison with same funds
Equity, Flexi Cap funds Abakkus Small Cap Fund Regular-Growth Ret 1M -4.81% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -1.67% Ret 1Y 6.03% Ret 3Y 16.87% Ret 5Y 11.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -1.67% Ret 1Y 6.03% Ret 3Y 16.87% Ret 5Y 11.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -1.67% Ret 1Y 6.03% Ret 3Y 16.87% Ret 5Y 11.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M -3.75% Ret 1Y 8.41% Ret 3Y 13.36% Ret 5Y 11.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M -3.75% Ret 1Y 8.41% Ret 3Y 13.36% Ret 5Y 11.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M -3.75% Ret 1Y 8.41% Ret 3Y 13.36% Ret 5Y 11.46%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -1.61% Ret 1Y 5.94% Ret 3Y 16.49% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -1.61% Ret 1Y 5.94% Ret 3Y 16.49% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -1.61% Ret 1Y 5.94% Ret 3Y 16.49% Ret 5Y 0%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -3.44% Ret 1Y 1.79% Ret 3Y 12.78% Ret 5Y 13.48%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.54%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Ruchi Fozdar
Education Ms. Ruchi is a graduate in science and PGDBM in finance
Experience Prior to joining JM Mutual Fund, she was associated with few brokers and institutions like Reliance Life Insurance Co. Ltd. and Mahindra Manulife Mutual Fund
Asit Bhandarkar
Education Mr. Bhandarkar is a B.Com (H) and MMS.
Experience Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.
Chaitanya Choksi
Education Mr. Choksi is a MMS (Finance) and CFA.
Experience Prior to joining JM Financials he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.
Deepak Gupta
Education C.A, M.Com from Mumbai University
Experience Prior to Joining the JM AMC, he has worked with SBI Pension Funds Private Limited, Reliance Nippon Life Insurance and Access Asset Managers Private Limited
Satish Ramanathan
Education Mr. Ramanathan holds a B.Tech degree and has done MBA and CFA.
Experience Prior to joining JM Mutual Fund, he has worked with Sundaram BNP Paribas AMC and has an extensive experience in the asset management business with stints in Research division of Sundaram AMC and managing funds for Franklin Templeton. He has also worked with ICICI Securities for 4 years, with Birla Merlin & Dewoo Finance for 1 year, with ICRA Ltd. for 2 years and for 1 year with Tata Economic Consultancy Services.
Gurvinder Singh Wasan
Education Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with JM Mutual, Principal Mutual Fund, Crisil Ltd. and ICICI Bank Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 8
Date of Incorporation 2024-06-18
Total AUM 12720.0
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
JM Small Cap Fund Regular-Growth FAQs
How to invest in JM Small Cap Fund Regular-Growth?
Investing in JM Small Cap Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for JM Small Cap Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of JM Small Cap Fund Regular-Growth?
The term expense ratio for JM Small Cap Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of JM Small Cap Fund Regular-Growth is 2.54% as of 30 Oct 2026.
What is the NAV of JM Small Cap Fund Regular-Growth?
The NAV of JM Small Cap Fund Regular-Growth is ₹10.8519 as of 30 Oct 2026.
What is the AUM of JM Small Cap Fund Regular-Growth?
The AUM (Assets Under Management) of JM Small Cap Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of JM Small Cap Fund Regular-Growth is ₹941.34 Cr as of 30 Oct 2026.
What is the PE and PB ratio of JM Small Cap Fund Regular-Growth?
The PE ratio of JM Small Cap Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in JM Small Cap Fund Regular-Growth?
Yes, you can invest in JM Small Cap Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of JM Small Cap Fund Regular-Growth in the last 5 years?
The return of JM Small Cap Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in JM Small Cap Fund Regular-Growth?
The minimum SIP investment in JM Small Cap Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For JM Small Cap Fund Regular-Growth, the minimum SIP amount is ₹1000.0.
What is the current NAV of JM Small Cap Fund Regular-Growth?
The NAV of JM Small Cap Fund Regular-Growth, as of 30 Oct 2026, is ₹10.8519.
Who manages the JM Small Cap Fund Regular-Growth?
The fund managers responsible for JM Small Cap Fund Regular-Growth are:
- Ruchi Fozdar
- Asit Bhandarkar
- Chaitanya Choksi
- Deepak Gupta
- Satish Ramanathan
- Gurvinder Singh Wasan