JM Small Cap Fund
Direct · Growth ₹11.84
20 Jul 2026
NAV
1.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.80
Sharpe
-24.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.25 L | 5.0% | -28.9% | 42.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY SMALLCAP 250 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 5.0% | 22.0% | 21.3% | -17.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 1.0% | 0.9% | -11.1% | 18.2% | -0.80 | -0.65 | 54% | — | — |
-24.4%
Max Drawdown
5 mo
Drawdown Duration
16 mo
Recovery Time
-8.7%
Avg Drawdown
Calmar Ratio by Duration
0.04
1Y
Compared against NIFTY SMALLCAP 250
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.85 | 1.08 | 115.5% | 103.5% | 13.1% | 0.8% |
| 3 Years | +4.20 | 1.05 | 106.7% | 101.5% | 5.8% | 1.9% |
| 5 Years | +2.61 | 1.05 | 106.7% | 101.5% | 3.4% | 1.1% |
| 7 Years | +1.96 | 1.05 | 106.7% | 101.5% | 2.5% | 0.8% |
| 10 Years | +1.47 | 1.05 | 106.7% | 101.5% | 1.7% | 0.6% |
| 12 Years | +1.28 | 1.05 | 106.7% | 101.5% | 1.4% | 0.5% |
| 15 Years | +1.09 | 1.05 | 106.7% | 101.5% | 1.1% | 0.4% |