JM Financial Mutual Fund launches JM Small Cap Fund

NFO period: 27^th May ? 10^th June, 2024

Highlights of the NFO:

• Scheme type ? An open ended equity scheme predominantly investing in small cap stocks


• Investment 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.


• Product suitability ? The product is suitable for investors who are seeking long term wealth creation. An open ended equity scheme that aims for capital appreciation by investing predominantly in equity & equity related securities of small cap stocks.


• Minimum Application Amount ? First investment is Rs. 5,000/- and in multiple of Rs. 1 thereafter


• Plan/ Options available ? Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).


• Fund Manager ? Mr. Asit Bhandarkar, Mr. Chaitanya Choksi and Mr. Gurvinder Singh Wasan


• Benchmark ? Nifty Smallcap 250 TRI