Jm Small Cap Fund - Regular Plan - Idcw Payout

Jm Small Cap Fund - Regular Plan - Idcw Payout is a scheme launched by Jm Financial Mutual Fund on June 24, 2024, and falls under the Small Cap fund category. It currently manages an AUM of Rs 595.33 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 1000. It charges an expense ratio of 2.32% for managing the portfolio.

• Investing Strategy:

  The primary objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities of small cap companies, as defined by SEBI.

• Performance:

  Jm Small Cap Fund - Regular Plan - Idcw Payout trailing returns over different times are -7.29% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at -6.23%.