Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    JM Small Cap
  • Opening:
    27th May 2024
  • Closing:
    10th June 2024
  • Scheme Type:
    Open Ended Equity Small Cap Fund
  • Minimum Investment:
    Rs.5,000/- and in multiples of Re.1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/ switched-out within 180 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

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.

  • Benchmark:

  • NIFTY Smallcap 100

  • Fund Manager:

  • Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan

Asset Allocation

65-100% Equity
upto 35% Debt
Comparable existing schemes
HSBC Small Cap Fund 19.32(6M) 52.39(1Y)
Kotak Small Cap Fund 18.92(6M) 42.98(1Y)

Fund Prognosis

Idea Distiller

A new idea it is not. Any new orientation it won't have. It is the AMC filling up it's blank product spaces

  • Fund House AAUM:

  • Rs 581913.36 Lakhs(as on 31st March, 2024)

  • Fund Manager:

  • Combined experience of above 23 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The resurgent AMC is making up for lost time. And I personally believe small caps will be on a roll for a long long time.