Official AMFI data
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JM Financial

JM Small Cap Fund (Regular)

Small CapEquity Rank 8 of 35

NAV · Regular-Growth

+0.11+0.96%

As of · AMFI

NAV growth+20.3%
Aug ’25Aug ’26
Arthkar verdictSolid on the numbers

Returns

Beats category

1Y all ahead

Beats its Small Cap category on 1Y.

1Y return

+20.3%

+4.7 vs cat

3Y CAGR

5Y CAGR

AUM

fund size

Expense

direct plan

Volatility 3Y

3Y std dev

In plain English

JM Small Cap Fund (Regular) is a Small Cap scheme from JM Financial. Worst historical drawdown: -26% in Mar 2026, recovered in 3 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF192K01NE0

NAV (Direct-Growth)

₹11.6533

Last 1Y

+20.31%

Aug 25Min ₹8.20 · Max ₹11.65 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-25.9%

Peak ₹11.06 on 24 Sept 2024 → trough ₹8.20 on 23 Mar 2026 (18 months down).

Recovered in 3 months· 22 Jun 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W+1.24%+0.58%8/ 40
1M+3.21%+3.90%27/ 40
3M+16.65%+13.53%8/ 40
6M+22.00%+17.14%8/ 38
YTD+20.43%+15.70%8/ 37
1Y+20.31%+15.62%8/ 35
2Y+6.52%+6.83%18/ 32

Peers in Small Cap

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.