26
Small CapAvoid
JM Small Cap
JM · Direct–Growth · rank #32 of 36 by Smart Score
Data updated
Trailing returns
1 Year
16.3%
+11.5% vs index
3 Years
—
5 Years
—
Since launch
9.2%
Year-by-year performance
2025
-6.9%-1.2% vs index
2026
+22.4%+12.6% vs index
Why this score
JM Small Cap scores 26/100 — #32 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 ratio0.13 · 2nd percentile in category
Volatility20.66 · 11th percentile in category
Sortino ratio0.18 · 5th percentile in category
Fund size929.21 Cr · 15th percentile in category
Alpha3.89 · 68th percentile in category
1Y return16.29% · 76th percentile in category
Top holdings
1.Garware Hi-Tech Films Ltd4.64%
2.Navin Fluorine International Ltd3.19%
3.Ami Organics Ltd2.91%
4.Five-Star Business Finance Ltd2.76%
5.Fusion Micro Finance Ltd2.67%
83 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.