Should I invest in JP Morgan India Smaller Companies Fund?

We don't give personal investment advice. JP Morgan India Smaller Companies Fund - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.5%. 5-year CAGR: 24.01%.

JPMorgan

JP Morgan India Smaller Companies Fund - Growth

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.61%	+0.06%	-0.67	251 / 299	Q4
1W	-0.92%	-3.61%	+2.69	205 / 303	Q3
2W	-8.69%	-4.52%	-4.17	271 / 303	Q4
1M	-11.42%	-5.64%	-5.78	262 / 302	Q4
3M	-6.66%	-4.27%	-2.38	209 / 302	Q3
6M	+5.23%	+1.48%	+3.75	134 / 307	Q2
YTD	+1.02%	-0.18%	+1.20	139 / 309	Q2
1Y	+3.28%	+7.10%	-3.83	171 / 307	Q3
2Y	+7.75%	+2.20%	+5.55	132 / 303	Q2
3Y	+30.40%	+0.76%	+29.64	2 / 264	Q1
4Y	+23.57%	+0.58%	+22.99	11 / 235	Q1
5Y	+24.01%	+0.02%	+23.99	4 / 208	Q1
7Y	+17.92%	+3.12%	+14.80	3 / 130	Q1
10Y	—	—	—	—	—
Inception	+7.73%	+0.51%	+7.22	100 / 310	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2016 YTD	+1.02%	+1.07%	-0.05	46 / 88
2015	+8.92%	-3.94%	+12.87	6 / 99
2014	+82.76%	+34.59%	+48.17	7 / 133
2013	+5.76%	+0.03%	+5.73	43 / 154
2012	+45.33%	+23.57%	+21.76	13 / 190
2011	-24.78%	-23.68%	-1.10	142 / 241
2010	+26.12%	+11.69%	+14.44	26 / 256
2009	+84.72%	+65.86%	+18.86	61 / 238
2008	-66.31%	-52.86%	-13.45	182 / 198
2007	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+22.70%

97 windows

min -66.3% · max 128.1%

76% positive

3-Year rolling

+19.65%

73 windows

min -7.1% · max 41.6%

93% positive

5-Year rolling

+18.24%

48 windows

min -1.9% · max 29.9%

98% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+20.50%

24 windows

min 7.9% · max 29.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

19.24%

3-year · annualised

Sharpe ratio

1.15

vs risk-free 6.5%

Sortino ratio

2.24

Downside-only deviation

Max drawdown

-21.50%

Aug 2015 → Feb 2016

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
24 Nov 2016	₹19.8320
23 Nov 2016	₹19.9540
22 Nov 2016	₹19.7310
21 Nov 2016	₹19.4710
18 Nov 2016	₹20.0740
17 Nov 2016	₹20.0160
16 Nov 2016	₹20.0470
15 Nov 2016	₹19.9340
11 Nov 2016	₹20.9200
10 Nov 2016	₹21.7200

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

JP Morgan India Smaller Companies Fund - Growth is a Growth from JPMorgan (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

JP Morgan India Smaller Companies Fund - Growth has NAV history starting from 27 Dec 2007, a track record of about 18 years 5 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

JP Morgan India Smaller Companies Fund - Growth is managed by JPMorgan. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, JP Morgan India Smaller Companies Fund - Growth has delivered a absolute return of 3.28% — -3.83 pp behind the Growth category average of 7.10%. The fund ranks #171 of 307 in its category — the third (Q3) quartile.

Over the trailing 3-year window, JP Morgan India Smaller Companies Fund - Growth has delivered a CAGR of 30.40% — +29.64 pp ahead of the Growth category average of 0.76%. The fund ranks #2 of 264 in its category — the top (Q1) quartile.

Over the trailing 5-year window, JP Morgan India Smaller Companies Fund - Growth has delivered a CAGR of 24.01% — +23.99 pp ahead of the Growth category average of 0.02%. The fund ranks #4 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in JP Morgan India Smaller Companies Fund - Growth exactly 5 years ago would be worth approximately ₹293,329 today — a multiplier of 2.93×, based on the 5-year CAGR of 24.01%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in JP Morgan India Smaller Companies Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹1,058,939 today. That's an XIRR (money-weighted annualised return) of 22.87%.

JP Morgan India Smaller Companies Fund - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,704,830 — XIRR 19.83%.

On a 5-year basis, JP Morgan India Smaller Companies Fund - Growth ranks #4 out of 208 funds in the Growth category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.02%; this fund delivered 24.01%.

The worst peak-to-trough decline JP Morgan India Smaller Companies Fund - Growth has experienced over the last 5-year window is 21.50% — its NAV fell from a high on 05 Aug 2015 to a low on 26 Feb 2016. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, JP Morgan India Smaller Companies Fund - Growth averaged 18.24% (best 29.94%, worst -1.94%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.95 — reasonable risk-adjusted performance.

In calendar year 2015, JP Morgan India Smaller Companies Fund - Growth returned 8.92% — beating the Growth category average of -3.94% by 12.87 pp. It ranked #6 of 99 in its category that year.

JP Morgan India Smaller Companies Fund - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. JP Morgan India Smaller Companies Fund - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.5%. 5-year CAGR: 24.01%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.