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Jama - Reliance Small Cap Fund


Reliance Small Cap Fund


NAV : 41.7532
(-0.2307arrow_downward)
AUM : ₹7,060 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.61%9.35%0.09%-8.74%4.35%16.64%20.36%



Fund Details

An open ended Equity Scheme predominantly investing in small cap stocks
NAV41.7532
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio0.0%
Exit Load : Entry Load - NIL Exit Load - 2%- If redeemed or switched out on or before completion of 12 months from the date of allotment of units 1%- If redeemed or switched out after 12 months but on or before completion of 24 months from the date of allotment of units Nil - If redeemed or switched out after the completion of 24 months from the date of allotment of units


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,58,681₹1,53,205₹5,476
After 20 years₹21,71,905₹17,18,520₹4,53,385

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 16.64% Past 3 yr Data

NAV History



Expense Ratio Trends





Fund Objective:
The fund attempts to generate relatively better risk adjusted returns by focusing on the smaller capitalization companies. Small cap stocks, for the purpose of the fund are defined as stocks whose market capitalization is below top 250 companies in terms of full market capitalization. Small cap companies are potential mid caps of tomorrow and offer twin advantage of high growth prospects & relatively lower valuation. The fund focuses on identifying good growth businesses with reasonable size, quality management and rational valuation. The investment approach adopts prudent risk management measures like margin of safety and diversification across sectors & stocks with a view to generate relatively better risk adjusted performance over a period of time.
Fund Manager:
Samir Rachh & Dhrumil Shah