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

JM ELSS Tax Saver Growth Direct Plan

NAV
₹55.5937
-0.74%
(18 Jul)
AUM
209 Cr
TER
1.11%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+9.7%
+4.8%
+2.5%
+2.4%
+1.0%
+0.2%
3Y
+30.9%
+25.4%
+28.3%
+27.0%
+20.2%
+24.1%
5Y
+28.2%
+26.5%
+27.9%
+24.0%
+22.4%
+25.6%
ALL
+18.7%
+15.6%
+16.9%
+19.5%
+14.0%
+17.8%
VOL
17.7%
16.4%
15.5%
18.3%
-
17.4%
TER
0.6%
1.1%
0.9%
0.6%
-
1.1%
AUM
₹4,506 Cr
₹16,908 Cr
₹30,616 Cr
₹435 Cr
-
₹209 Cr
INFO
1.06
0.95
1.09
1.06
-
1.02
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 30th Jun
Top holdings
Larsen & Toubro Ltd
5.1%
ICICI Bank Ltd
4.8%
HDFC Bank Ltd
4.7%
Reliance Industries Ltd
3.8%
OneSource Specialty Pharma Ltd
3.0%
Bharti Airtel Ltd
3.0%
Syrma SGS Technology Ltd
2.7%
360 One Wam Ltd Ordinary Shares
2.7%
Maruti Suzuki India Ltd
2.6%
Infosys Ltd
2.5%
Top industry exposure
Financial Services
28.6%
Consumer Cyclical
14.1%
Technology
13.6%
Industrials
11.1%
Basic Materials
10.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
118%
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