26
Small CapAvoid
JM Small Cap
JM · Direct–Growth · rank #31 of 36 by Smart Score
Data updated
Trailing returns
1 Year
19.5%
+10.9% vs index
3 Years
—
5 Years
—
Since launch
8.5%
Year-by-year performance
2025
-6.9%-1.2% vs index
2026
+20.3%+10.7% vs index
Why this score
JM Small Cap scores 26/100 — #31 of 36 Small Cap fund (Avoid). It stands out for alpha and 1y return — beating 68% 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 ratio0.10 · 2nd percentile in category
Sortino ratio0.13 · 2nd percentile in category
Volatility20.67 · 15th percentile in category
Fund size863.49 Cr · 15th percentile in category
Alpha3.24 · 68th percentile in category
1Y return19.50% · 73rd percentile in category
Top holdings
1.Garware Hi-Tech Films Ltd5.39%
2.Ami Organics Ltd3.27%
3.Navin Fluorine International Ltd3.05%
4.Fusion Micro Finance Ltd2.96%
5.JANALAKSHMI FINANCIAL SERVICES PRIVATE LTD EQ CLASS A2.89%
81 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.