NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹10.76
-0.64%
NAV as on 07 Sep 24, 12:00 AM
very high risk
small cap
equity
NAV as on 07 Sep 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
7.90%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 453.79 Cr fund under management as on Sep 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 7.9% 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
Crompton Greaves Consumer Electricals Ltd
2.69%
Central Depository Services (India) Ltd
2.18%
Bharat Bijlee Ltd
2.15%
Restaurant Brands Asia Ltd Ordinary Shares
2.14%
SAMHI Hotels Ltd
2.03%
Deepak Fertilisers & Petrochemicals Corp Ltd
2.00%
Computer Age Management Services Ltd Ordinary Shares
1.99%
PCBL Ltd
1.95%
Mrs Bectors Food Specialities Ltd Ordinary Shares
1.93%
JK Lakshmi Cement Ltd
1.82%
Fund Managers
- Asit Bhandarkar (Jun 2024 - Present)
- Gurvinder Wasan (Jun 2024 - Present)
- Chaitanya Choksi (Jun 2024 - Present)
Key Information
View Scheme Document
JM Small Cap Fund Growth SIP Calculator
If invested
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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
Similar Funds
Funds
3Y Return
Nippon India Small Cap Fund - Growth
very high risk | equity
32.1%
HDFC Small Cap Fund Growth
very high risk | equity
26.7%
SBI Small Cap Fund Plan Growth
very high risk | equity
23.8%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved