JM ELSS Tax Saver Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

JM ELSS Tax Saver Growth Direct Plan

NAV
₹53.2110
-0.12%
(16 May)
AUM
189 Cr
TER
1.11%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+15.4%
+14.7%
+11.3%
+9.3%
+8.1%
+7.0%
3Y
+27.1%
+30.9%
+29.5%
+20.5%
+27.1%
+24.1%
5Y
+30.5%
+30.4%
+31.3%
+25.1%
+26.7%
+29.1%
ALL
+15.8%
+18.4%
+16.9%
+14.4%
+19.1%
+17.6%
VOL
16.5%
17.8%
15.6%
-
18.5%
17.5%
TER
1.1%
0.7%
0.9%
-
0.6%
1.1%
AUM
₹16,232 Cr
₹3,897 Cr
₹28,506 Cr
-
₹385 Cr
₹189 Cr
INFO
0.96
1.03
1.09
-
1.03
1.01
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
JM ELSS Tax Saver (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
ICICI Bank Ltd
5.9%
Larsen & Toubro Ltd
5.1%
HDFC Bank Ltd
5.0%
Infosys Ltd
3.6%
Maruti Suzuki India Ltd
3.1%
State Bank of India
3.0%
Bharti Airtel Ltd
3.0%
Ccil
2.8%
Bajaj Auto Ltd
2.7%
CreditAccess Grameen Ltd Ordinary Shares
2.5%
Top industry exposure
Financial Services
29.0%
Consumer Cyclical
13.7%
Basic Materials
13.6%
Industrials
11.6%
Technology
9.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
102%
Lock-in period
3Y
Exit load
• 1% for redemption within 60 days
Fund objective
The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Fund manager(s)
Satish Ramanathan
Asit Bhandarkar
Ruchi Fozdar
Deepak Gupta

FAQs