EquitySmall Cap FundDirect · Growth
JM Small Cap Fund (Direct) - Growth Option
JM Financial · Scheme 152614
₹12.08▲ 0.97%NAV · 2026-09-18
Decent FundScore
AUM
₹868 cr
Expense ratio
0.95%
3Y CAGR
—
Risk level
Very High
Min SIP
₹100
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Satish RamanathanExit load: Exit load of 1%, if redeemed within 180 days.
Decent · 70/100
A solid option with a few areas worth a closer look.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓1Y return: +22.3%
- ✓Alpha vs benchmark: +8.5%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.23) — took on risk without enough payoff.
- •High volatility (21% a year) — expect big swings up and down.
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.23
- •Sortino ratio: 0.30
FundScore breakdown
70/100 · Decent
Returns
Excellent
Consistency
Average
Risk-adjusted
Weak
Downside protection
Average
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.