Small CapAvoid

JM Small Cap

JM · Direct–Growth · rank #30 of 36 by Smart Score

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Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)

1 Year

10.5%

+10.4% vs index

3 Years

—

5 Years

—

Since launch

7.9%

Year-by-year performance

last entry = YTD

2025

-6.9%-1.2% vs index

2026

+17.7%+9.8% vs index

Why this score

JM Small Cap scores 26/100 — #30 of 36 Small Cap fund (Avoid). It stands out for alpha — beating 71% of peers on alpha. 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 ratio0.07 · 2nd percentile in category

Sortino ratio0.09 · 2nd percentile in category

Volatility21.13 · 12th percentile in category

Fund size800.39 Cr · 15th percentile in category

Alpha3.12 · 71st percentile in category

Expense ratio1.00% · 32nd percentile in category

Other Small Cap funds

Bandhan Small Cap

3Y 27.9%

Invesco India Small Cap

3Y 24.1%

Motilal Oswal Small Cap

3Y —

Quant Small Cap Gr

3Y 20.6%