JM Small Cap Fund - Direct Plan - Growth Option
Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps. From JM Financial Mutual Fund. It's been running since 24 Jun 2024.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 19 other funds in Equity Schemes - Small Cap Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 2 of last 3 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of JM Small Cap Fund - Direct Plan - Growth Option against other small cap funds.
Technical details (for the pros)
Fund info
- Fund house
- JM Financial Mutual Fund
- Category
- Equity Schemes - Small Cap Fund
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- INF192K01NH3
- ISIN (Div re-invest)
- —
- Fund code
- 152614
- First price on record
- 24 Jun 2024 · 545 daily prices
About JM Small Cap Fund - Direct Plan - Growth Option
JM Small Cap Fund - Direct Plan - Growth Option is a Equity Schemes - Small Cap Fund offered by JM Financial Mutual Fund under the Direct plan with the Growth option. It has approximately 2 years of NAV track record. The fund falls in the small cap category — Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps.
The current NAV of JM Small Cap Fund - Direct Plan - Growth Option is ₹12.0545 (as of 4 Sep 2026). Historically, it has delivered 20.44% over the last year. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 20.7% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 24.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of JM Small Cap Fund - Direct Plan - Growth Option?+
The latest NAV of JM Small Cap Fund - Direct Plan - Growth Option is ₹12.0545 as of 4 Sep 2026, up 0.21% from the previous day. NAV is updated once a business day after the market close.
What are the returns of JM Small Cap Fund - Direct Plan - Growth Option?+
JM Small Cap Fund - Direct Plan - Growth Option has delivered 1-year return 20.44%, since-inception CAGR 8.93%. Returns are historical and don't predict future performance — markets move in cycles.
What category does JM Small Cap Fund - Direct Plan - Growth Option belong to?+
JM Small Cap Fund - Direct Plan - Growth Option is categorised as Equity Schemes - Small Cap Fund. Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps.
How risky is JM Small Cap Fund - Direct Plan - Growth Option?+
Based on its 3-year annualised volatility of 20.7%, JM Small Cap Fund - Direct Plan - Growth Option sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is JM Small Cap Fund - Direct Plan - Growth Option a direct plan?+
JM Small Cap Fund - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is JM Small Cap Fund - Direct Plan - Growth Option?+
JM Small Cap Fund - Direct Plan - Growth Option has NAV history available from 24 Jun 2024 — approximately 2 years of track record and 545 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.