23
Small CapAvoid
JM Small Cap
JM · Direct–Growth · rank #32 of 36 by Smart Score
Data updated
Trailing returns
1 Year
13.0%
+9.8% vs index
3 Years
—
5 Years
—
Since launch
7.0%
Year-by-year performance
2025
-6.9%-1.2% vs index
2026
+17.6%+11.7% vs index
Why this score
JM Small Cap scores 23/100 — #32 of 36 Small Cap fund (Avoid). It stands out for 1y return — beating 66% of peers on 1y return. The main drag is its sharpe ratio (better than only 2% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Sharpe ratio0.02 · 2nd percentile in category
Sortino ratio0.03 · 2nd percentile in category
Volatility20.59 · 11th percentile in category
Fund size939.01 Cr · 13th percentile in category
Expense ratio0.97% · 38th percentile in category
1Y return13.01% · 66th percentile in category
Top holdings
1.Garware Hi-Tech Films Ltd4.5%
2.Navin Fluorine International Ltd2.99%
3.Ami Organics Ltd2.91%
4.Five-Star Business Finance Ltd2.69%
5.Shaily Engineering Plastics Ltd2.45%
88 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.