NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

JM Small Cap Fund Growth for NRI [10.95]

Min Investment

5,000

Fund Size

580.69 Cr

Expense Ratio

2.3%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

10.95

-0.22%

NAV as on 10 Dec 24, 12:00 AM

very high risk

small cap

equity

NAV as on 10 Dec 24, 12:00 AM

very high risk

small cap

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

5.32%p.a.

Since Inception

About JM Small Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the JM Small Cap Fund Growth scheme from JM Financial Asset Management Limited. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Jun 2024, JM Small Cap Fund Growth is Small-Cap fund of its category with 580.69 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.

  • JM Small Cap Fund Growth delivered 0.0% annual returns during the last year. It has delivered 5.3% average annual returns since the fund was launched.
  • JM Small Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund 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. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.

Top 10 Holdings

Ami Organics Ltd

2.72%

Godfrey Phillips India Ltd

2.65%

Global Health Ltd

2.11%

Akums Drugs and Pharmaceuticals Ltd

2.10%

Jubilant Pharmova Ltd

2.09%

Central Depository Services (India) Ltd

1.88%

Mrs Bectors Food Specialities Ltd Ordinary Shares

1.82%

ICRA Ltd

1.82%

Computer Age Management Services Ltd Ordinary Shares

1.70%

Newgen Software Technologies Ltd

1.66%

Fund Managers

  1. Satish Ramanathan (Oct 2024 - Present)
  2. Asit Bhandarkar (Jun 2024 - Present)
  3. Chaitanya Choksi (Jun 2024 - Present)
  4. Ruchi Fozdar (Oct 2024 - Present)

Key Information

View Scheme Document

JM Small Cap Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on JM Small Cap Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in JM Small Cap Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in JM Small Cap Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions