myplexus

NFO Monitor

Fund Fact

Name of Funds:

JM Small Cap

Opening:

27th May 2024

Closing:

10th June 2024

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 Load:

1% of NAV if units are redeemed/ switched-out within 180 days from the date of allotment.

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

upto 35% Money Market upto 10% Others

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

Uniqueness

Return

Risk

Operability

Oomph 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.

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