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JPMorgan India Smaller Companies Fund (USD)
Last NAV
USD
 
33.98
(Last Update : 2024/03/27)
1-Month return
 
-0.88%
Fund House J.P. Morgan Asset Management
Fund Type Equity Funds
Fund Size
 
45.90M
Sector Small to Medium Companies
Geographic Allocation India
Cumulative Performance
Period
Range
Return
Fund Avg
1-Week
33.40 - 33.98
+1.74%
-0.59%
1-Month
32.62 - 34.60
-0.88%
+2.22%
3-Month
32.17 - 34.62
+5.63%
+3.97%
1-Year
25.50 - 34.62
+33.25%
+11.86%
3-Year
24.71 - 34.62
+31.81%
-1.04%
Since Launch
4.39 - 34.62
+239.80%
+369.87%
Volatility
3 year annualised standard deviation
11.08%
1M | 3M | 6M | Adv. Chart 
 
 | 
 
Color - 
Calendar Year Performance
Returns (%)
2023
2022
2021
2020
2019
USD
+21.30%
-19.50%
+44.00%
+5.80%
+2.00%
Portfolio Composition
By Sector
 Industrials (34.90%)
 Financials (20.20%)
 Health Care (13.60%)
 Consumer Discretionary (10.90%)
 Materials (6.00%)
 Consumer Staples (5.10%)
 Information Technology (3.40%)
 Communication Services (3.30%)
 Energy (1.80%)
 Net Liquidity (1.00%)
Top Holdings
Asset
Attribute
Proportion
 
Voltamp Transformers
India-Industrials
4.40%
Sundaram Finance
India-Financials
4.40%
Coforge
India-Information Technology
4.00%
CRISIL
India-Financials
3.80%
Info Edge (India)
India-Communication Services
3.50%
Computer Age Management Services
India-Industrials
3.40%
WNS (Holdings)
India-Industrials
3.30%
PB Fintech
India-Financials
3.20%
Triveni Turbine
India-Industrials
3.10%
Max Healthcare Institute
India-Health Care
3.10%
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Top 5 Decliners
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Fund Name
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1M Return
3M Return
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-3.01%
-3.55%
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Fund - Browser History
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