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JM Small Cap Fund(IDCW)

Ticker: mf16273
Decent 56/100

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Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

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U
UTI Equity Savings Fund(Q-IDCW)
Score 66/100 Decent
The UTI Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.
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U
UTI Equity Savings Fund(M-IDCW)
Score 48/100 Decent
The fund has potential but faces several challenges that could impact future performance.
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U
UTI Equity Savings Fund(IDCW)
Score 68/100 Decent
The UTI Equity Savings Fund shows a decent score with potential for growth, but investors should be cautious of execution risks.
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N
Nippon India US Equity Opp Fund(IDCW)
Score 66/100 Decent
The Nippon India US Equity Opp Fund shows potential but comes with several risks that investors should consider before investing.
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E
Edelweiss Overnight Fund(A-IDCW)
Score 68/100 Decent
The fund shows potential but is hindered by inconsistent growth and average profitability metrics. Caution is advised.
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E
Edelweiss Overnight Fund(M-IDCW)
Score 48/100 Decent
The Edelweiss Overnight Fund shows potential but has several areas of concern that may limit its attractiveness to investors.
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E
Edelweiss Overnight Fund(DD-IDCW)
Score 48/100 Risky
The Edelweiss Overnight Fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment at this time.
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M
Mahindra Manulife Large Cap Fund(IDCW Payout)
Score 48/100 Decent
The Mahindra Manulife Large Cap Fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and execution should be monitored.
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M
Mahindra Manulife Large Cap Fund(IDCW)
Score 68/100 Decent
The Mahindra Manulife Large Cap Fund shows decent potential with consistent growth and profitability metrics, although some risks remain in execution and governance.
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S
SBI Comma Fund(IDCW Payout)
Score 66/100 Decent
The SBI Comma Fund shows decent potential with consistent growth and a strong business model, but some risks in execution and valuation metrics warrant caution.
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S
SBI Comma Fund(IDCW)
Score 68/100 Decent
The SBI Comma Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks.
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D
DSP FMP 267-1246D(IDCW)
Score 58/100 Decent
The stock shows moderate potential but is hindered by inconsistent growth and profitability metrics.
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S
SBI FMP-66-1361D(IDCW)
Score 68/100 Decent
The stock shows decent fundamentals but faces challenges in growth and valuation metrics.
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K
Kotak Nifty Next 50 Index Fund(IDCW)
Score 56/100 Decent
The Kotak Nifty Next 50 Index Fund presents a decent investment opportunity with a balanced approach to growth and profitability, though some risks and valuation concerns exist.
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K
Kotak Nifty Next 50 Index Fund(IDCW-Payout)
Score 66/100 Decent
The Kotak Nifty Next 50 Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth metrics, though some risks remain.
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K
Kotak Credit Risk Fund(IDCW Payout)
Score 66/100 Decent
The Kotak Credit Risk Fund shows decent potential but faces challenges in profitability and liquidity. Investors should be cautious and monitor market conditions closely.
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Business Overview

JM Small Cap Fund (IDCW) is a dynamic mutual fund designed for investors seeking growth through exposure to small-cap companies. Ideal for those with a higher risk appetite, this fund aims to capitalize on the potential of emerging businesses in India. With a focus on long-term wealth creation, it offers a diversified portfolio that can enhance your investment strategy. This fund is managed by experienced professionals who leverage in-depth research to identify promising opportunities.

  • Targeted at growth-oriented investors
  • Focuses on small-cap companies with high potential
  • Managed by experienced fund managers
  • Aims for long-term capital appreciation
  • Diversified portfolio to mitigate risks

Investment Thesis

JM Small Cap Fund (IDCW) presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on the expanding small-cap market, making it a smart choice for retail investors seeking growth.

  • Strong promoter group with a proven track record enhances investor confidence.
  • Digital services sector poised for robust growth, providing ample opportunities.
  • Attractive valuation metrics compared to peer funds indicate potential upside.
  • Diversified portfolio reduces risk while maximizing growth potential.
  • Focused investment strategy aligns with long-term market trends.

Opportunity vs Risk

Opportunities
  • High growth potential in small caps
  • Diversification in a volatile market
  • Access to emerging companies
  • Potential for high returns
  • Long-term investment horizon benefits
Risks ⚠️
  • Market volatility affects small caps
  • Liquidity concerns in smaller stocks
  • Economic downturn impacts performance
  • Higher management fees
  • Limited historical data for new investors

Peer Perspective

JM Small Cap Fund is currently trading at a discount to peers like SBI Small Cap Fund and Motilal Oswal Small Cap Fund. A rerating could occur if it achieves consistent growth and margin stability.
📊 Stock Investment Checklist (100 Points)
JM Small Cap Fund(IDCW) • Updated: 2025-10-01 15:00:57
  • 10
    Business
    High
    The fund is invested in small-cap companies which are often in growth sectors, but the overall sector may face volatility.
  • 10
    Growth
    High
    The fund has shown consistent revenue growth, but profit margins can fluctuate significantly.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow can be inconsistent due to market conditions.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    The fund maintains a reasonable debt/equity ratio, but liquidity can be a concern.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are minor concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are high in small-cap investments.
  • 5
    Technicals
    Good
    Market sentiment is mixed with low liquidity affecting price action.
Final Score & Verdict
Score 56 / 100 • Decent
The JM Small Cap Fund shows potential for growth but comes with significant risks associated with small-cap investments. Caution is advised.