JM Small Cap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The primary objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities of small cap companies, as defined by SEBI. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.

The JM Small Cap Fund Regular Growth has an AUM of 612.40 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.30%. The minimum investment in JM Small Cap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are - & - respectively.

The top holdings of the fund include Suraksha Diagnostic Ltd., Five Star Business Finance, Piramal Pharma & Kalpataru Projects International.

The major sectors where the fund is invested are Construction Services, Chemical Manufacturing, Retail (Specialty) & Oil & Gas Operations.

Some of the similar funds are LIC MF Small Cap Fund Regular Growth, PGIM India Small Cap Fund Regular Growth, Baroda BNP Paribas Small Cap Fund Regular Growth, JM Small Cap Fund Regular Growth, TrustMF Small Cap Fund Regular Growth. JM Small Cap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.