JM Small Cap Fund - Direct Plan - Growth Option
code 152614 Small Cap Fund direct plan · growth NAVs 2024-06-24 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2024-06-24, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | -1.08% | -2.54% | -4.01% | 1.47% | 2026-10-09 → 2026-11-09 |
| 3M | -2.70% | 2.99% | 1.02% | 1.98% | 2026-08-07 → 2026-11-09 |
| 6M | 7.00% | 36.35% | 21.57% | 14.78% | 2026-05-08 → 2026-11-09 |
| 1Y | 10.73% | 16.84% | 6.92% | 9.91% | 2025-11-07 → 2026-11-09 |
| 3Y | - | - | - | - | |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 6.40% | 7.72% | 2.45% | 5.26% | 2024-06-24 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2025 |
|---|---|
| fund | -6.87% |
| benchmark | -5.48% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 312 | 3.82% | 3.01% | -11.04% | 23.13% | 62% | 63% |
Risk statistics require 36 complete months of NAVs.
Category: Small Cap Fund
Not rated: 28 of 36 months required. View category →